Business Details
25 Years
experience
Your Trusted Accountants in Albury NSW
The Next Step Financial Group is a dedicated accounting and business advisory firm serving clients in Albury, Wodonga, and surrounding regions. Established in 2001, we combine decades of local expertise with cutting-edge cloud accounting solutions to empower businesses of all sizes. Our team of Chartered Accountants and tax professionals delivers personalized services spanning tax compliance, financial planning, corporate administration, and strategic business advisory. We prioritize understanding each client's unique needs, offering tailored solutions to enhance profitability, streamline operations, and ensure regulatory compliance.With accreditations in leading accounting software platforms, we specialize in transitioning businesses to efficient cloud-based systems. Our commitment to ongoing education and community engagement ensures clients receive forward-thinking advice aligned with evolving industry standards. By maintaining a balance between technical excellence and approachable service delivery, we aim to be the trusted partner businesses rely on for sustained growth and financial success.
Services
Tax Preparation
Cloud Accounting
Financial Planning
Business Advisory
Corporate Administration
Self-Managed Superannuation
Payroll Services
GST Compliance
Business Structuring
Cashflow Management
Details
- Year established: 2001
Highlights and features
- We offer 20+ years of combined experience in regional business accounting.
- Our team holds certifications in leading cloud accounting platforms.
- We provide tailored solutions for industries including agriculture, healthcare, and retail.
- Our Chartered Accountants deliver tax minimization strategies with compliance focus.
- We combine technical expertise with personalized, face-to-face client support.
Associations and certifications
- Xero
- MYOB
- QuickBooks
- Reckon
What people say
Excellent service
Highly professional
Helped business grow
Timely advice
Personalized approach
Services
Tax Preparation
We prepare and lodge income tax returns for individuals, businesses, and self-managed superannuation funds. Our team specializes in tax minimization strategies including negative gearing, capital gains tax planning, and business structure optimization. Clients receive proactive advice to meet compliance requirements while maximizing refunds and reducing liabilities through legitimate deductions and concessions.
Cloud Accounting
Our cloud accounting services implement platforms like Xero and MYOB to modernize financial management. We assist businesses in transitioning from desktop systems to cloud solutions that enable real-time financial tracking, automated reporting, and remote access. This approach improves efficiency through paperless operations, seamless software integration, and reduced administrative costs for improved business decision-making.
Financial Planning
We provide comprehensive financial planning covering investment strategies, superannuation optimization, and business succession planning. Our advisors help clients establish wealth protection frameworks, estate plans, and tax-effective structures. Through regular reviews and personalized guidance, we support long-term financial security for business owners and individuals across various life stages and financial goals.
Corporate Administration
We manage corporate compliance requirements including ASIC form lodgements, business name registrations, and ATO registrations. Our services cover company incorporation, trust establishment, and preparation of corporate governance documents. As registered agents, we handle government correspondence to ensure businesses meet legal obligations while maintaining accurate corporate records and compliance schedules.
Business Advisory
Our advisory services focus on business structure optimization, cashflow forecasting, and growth strategy development. We assist with start-up planning, acquisition analysis, and operational efficiency improvements. By combining financial expertise with industry-specific insights, we help clients implement strategic changes that enhance profitability, improve financial controls, and position businesses for sustainable expansion.
People
Ryan Gilbert
Chartered Accountant
Owner with over a decade of regional accounting experience, specializing in cloud solutions and business advisory services for diverse industries including healthcare and retail.
Cindy Willet
Senior Accountant
20+ years' experience serving farmers, medical professionals, and retailers, with expertise in MYOB, Xero, and Reckon accounting systems for business compliance and growth.
Michaela Adams
Chartered Accountant
Specializes in tax minimization strategies and business entity structuring, with experience across farming, defense, and education sectors, certified in Xero and MYOB platforms.
Shelley Lancaster
Senior Accountant
30+ years' local accounting experience with agricultural industry expertise, supporting small businesses through financial strategy and operational improvements based on farming background insights.
Alice Schnelle
Practice Administrator
Manages internal operations and HR, supporting client services with bookkeeping expertise, while maintaining focus on office efficiency and team coordination.
Questions
What accounting software platforms do you support?
We support Xero, MYOB, QuickBooks, Reckon, and Cashflow Manager, providing implementation, training, and optimization services for cloud accounting solutions.
Can you help with business structure selection?
Yes, we advise on optimal structures including sole traders, partnerships, companies, and trusts to maximize tax efficiency and business protection.
Do you offer cloud accounting migration assistance?
We provide complete transition support to cloud accounting systems, ensuring seamless data transfer and staff training for improved financial management.
What industries do you specialize in?
We work with agriculture, healthcare, retail, construction, automotive, and professional services industries, offering tailored financial solutions for each sector.
How do you handle tax compliance for businesses?
We manage annual tax returns, quarterly activity statements, payroll tax, and GST compliance while implementing strategies to minimize tax liabilities legally.
What corporate administration services are available?
We handle company incorporations, ASIC compliance, trust establishment, business name registrations, and preparation of corporate governance documentation.
