Patrick Rowan & Associates is a reputable accounting firm that has been delivering exceptional services in the Geelong region for over 50 years. Our founder, Mr Patrick Rowan, has built a strong reputation for the firm, which is now recognized as a trusted provider of accounting, taxation, and business advisory services. We take pride in being a XERO Gold Partner, reflecting our expertise and commitment to delivering innovative solutions to our clients.
Our team of professionals is dedicated to providing personalized and efficient services, tailored to meet the unique needs of our clients. We value innovation, integrity, and confidentiality, which form the cornerstone of our core values. Our mission is to work with great clients who enjoy life and value our expertise in helping them create and maintain wealth.
Our Services
At Patrick Rowan & Associates, we offer a comprehensive range of services, designed to meet the diverse needs of our clients. Our services include:
- Accounting and Bookkeeping: We provide a full range of accounting and bookkeeping services, including preparation of financial statements, budgeting, cash flow management, and payroll services. Our team is experienced in using the latest accounting software, including XERO, to ensure accurate and efficient record-keeping.
- Taxation Services: Our team of taxation specialists provide comprehensive taxation services, including tax planning, preparation of income tax returns, and advice on tax minimization strategies. We have expertise in capital gains tax planning, application of small business concessions, and taxation of self-managed superannuation funds.
- Business Advisory Services: We provide a range of business advisory services, including business structure advice, strategic planning, and cash flow management. Our team has experience in working with businesses of all sizes, from start-ups to established enterprises, and can provide practical and effective solutions to meet the needs of our clients.
- Self-Managed Superannuation Funds: Our team of experienced professionals provides specialist advice on self-managed superannuation funds, including establishment, administration, and compliance. We can assist with investment strategies, pension planning, and estate planning, ensuring our clients maximize the benefits of their superannuation funds.
- Financial Planning and Retirement Strategies: Our financial planning specialists provide comprehensive advice on financial planning and retirement strategies, including wealth creation, risk management, and retirement income streams. We work closely with our clients to understand their financial goals and develop tailored solutions to help them achieve their objectives.
- Personal Risk Insurance: Our team provides advice on personal risk insurance, including life insurance, income protection, and trauma insurance. We work with our clients to understand their personal and financial circumstances and provide advice on the most appropriate level and type of insurance coverage.
- Mortgage Broking: Our mortgage broking specialists provide comprehensive advice on home loans, investment loans, and commercial loans. We work with our clients to understand their financial circumstances and provide advice on the most appropriate loan products to meet their needs.
At Patrick Rowan & Associates, we are committed to providing exceptional service and practical solutions to meet the diverse needs of our clients. Our team of experienced professionals has the expertise and knowledge to provide tailored solutions that help our clients achieve their financial goals.
Exceptional Service and Professionalism
The reviewers have praised the exceptional service and professionalism of the accountants. The reviewers have highlighted the responsive and helpful nature of the staff, mentioning that they are always available to assist with any queries.
Highly Recommended
Both reviewers have highly recommended the accountants, stating that they have had a positive experience and would continue to recommend them to family and friends.
Thorough and Professional Approach
One reviewer mentioned that the accountants are thorough and professional in their approach, which has impressed them. They have praised the accountants' ability to communicate effectively and work hard to deliver results.
