Business Details
Your Trusted Partner for Accounting and Financial Advisory Solutions
Established over 50 years ago, Patrick Rowan has built a reputation as a trusted name in Geelong for comprehensive accounting and business advisory services. Our team of experienced accountants, tax advisors, and superannuation specialists deliver tailored financial solutions designed to meet the unique needs of individuals and businesses. We specialize in simplifying complex financial matters, offering expert guidance in areas such as tax planning, business structures, and self-managed superannuation funds. Our commitment to proactive advice ensures clients remain compliant with evolving regulations while optimizing their financial outcomes. With a focus on personalized service, we provide face-to-face, virtual, or on-site consultations to accommodate client preferences.Our expertise extends to cloud accounting, financial benchmarking, and strategic business planning, empowering clients to make informed decisions. As a community-focused firm, we prioritize confidentiality and ethical practices in all dealings. Our partnership with Apt Wealth Partners enhances our ability to offer integrated financial planning services. We serve clients across Geelong and Melbourne, combining local knowledge with national standards of excellence. With decades of collective experience, we remain dedicated to helping clients achieve long-term financial security and business success.
Services
Accounting & Bookkeeping
Tax Planning
Business Structures
Self-Managed Superannuation Funds
Financial Benchmarking
Cloud Accounting
Income Tax Returns
BAS Preparation
Wealth Protection
Estate Planning
Highlights and features
- We offer 50+ years of combined experience in accounting and business advisory services.
- Our team provides tailored financial solutions for individual and business client needs.
- We specialize in proactive business structure optimization and tax planning strategies.
- Our cloud accounting services integrate with MYOB, QuickBooks, Xero, and Reckon.
- We partner with Apt Wealth Partners to deliver comprehensive financial planning expertise.
What people say
Expert tax planning
Personalized service
Proactive advice
Deep expertise
Trusted guidance
Services
Accounting & Bookkeeping
We provide comprehensive accounting and bookkeeping services including financial statement preparation, income tax return lodgement, and cloud accounting integration. Our team offers performance benchmarking against industry standards and prepares monthly or quarterly management accounts. We ensure compliance with ATO requirements through accurate BAS preparation and lodgement.
Business Structures
Our specialists advise on optimal business structures for tax efficiency and growth. We assist with company and trust establishment, investment structuring, and restructures to adapt to changing circumstances. Our services include succession planning, sale preparation, and utilization of tax roll-over provisions to minimize liabilities during business transitions.
Tax Planning
We develop proactive tax minimization strategies through cashflow analysis, profit forecasting, and income extraction planning. Our team prepares taxable income projections and tax payment schedules while balancing short-term obligations with long-term wealth creation goals. We specialize in year-end tax planning to reduce liabilities before financial year-end.
Self-Managed Superannuation Funds
We offer specialized SMSF services including fund establishment, compliance reporting, and retirement planning. Our partnership with Apt Wealth Partners provides access to award-winning financial planning expertise for superannuation, investments, and aged care planning. We help clients build secure retirement strategies through tailored SMSF solutions.
Medical Professional Consulting
We provide tailored accounting and business advisory services for medical practitioners, including partnership structuring, practice purchase/sale assistance, and tax planning. Our specialists understand the unique needs of healthcare professionals, offering confidential advice on asset protection, property investment, and practice growth strategies for private and salaried medical practitioners.
People
Damien Allott
Director
With extensive experience in accounting and business advisory, Damien provides strategic guidance to businesses and individuals. He specializes in tax planning and SMSF solutions while maintaining a strong focus on client relationship management.
Daleene Kroger
Director
Daleene brings deep expertise in financial compliance and business structuring. She works closely with clients to optimize tax outcomes and develop growth strategies, combining technical knowledge with personalized service delivery.
Adrian McCartney
Director
Adrian specializes in business advisory services and succession planning. His approach focuses on helping clients navigate complex financial decisions while ensuring compliance with evolving regulatory requirements.
Helen Pemberton
Director
Helen provides expert accounting and tax advisory services with particular emphasis on small business clients. She is committed to delivering practical solutions that align with clients' long-term financial objectives.
Luke Szczepanik
Director
Luke combines technical accounting expertise with strategic business advisory skills. He works with diverse clients to implement effective financial management practices and optimize business performance.
Questions
What accounting software platforms do you support?
We support MYOB, QuickBooks, Xero, and Reckon accounting software programs for business clients.
Do you offer SMSF specialist services?
Yes, we provide comprehensive SMSF services including fund establishment, compliance reporting, and retirement planning strategies.
Can you assist with business structure optimization?
Our specialists advise on optimal business structures, including company/trust establishment and tax-efficient restructures.
Do you provide financial planning services?
We partner with Apt Wealth Partners to offer integrated financial planning services for retirement and wealth management.
What areas do you service?
We primarily serve Geelong and Melbourne, with virtual consultation options available for regional clients.
How do you handle tax compliance?
We ensure ATO compliance through accurate BAS preparation, timely lodgement of returns, and proactive tax planning.
