Business Details
Trusted Accounting & Business Advisory Services in Kyabram
At Sheridan Partners, we bring extensive expertise in accounting and taxation services to clients ranging from individuals to large businesses and trusts. Our team of energetic, reliable professionals is committed to integrity and delivering tailored solutions that optimize tax positions while ensuring seamless compliance with accounting requirements. With specialized knowledge in areas such as business planning, succession strategies, and self-managed superannuation funds, we prioritize personalized service to help clients achieve their financial goals.Our offices in Kyabram, Tatura, and Echuca allow us to serve local communities while offering on-site support for complex needs. Backed by decades of collective experience, we focus on simplifying financial processes, reducing tax liabilities, and fostering long-term client relationships through transparency and expertise. Our proficiency in bookkeeping software, tax audits, and strategic advisory services positions us as a trusted partner for managing both personal and business financial landscapes.
Services
Taxation
Bookkeeping
Business Advisory
Succession Planning
SMSF Administration
Estate Planning
Highlights and features
- We offer over 20 years of combined experience in accounting and tax advisory.
- Our team specializes in personalized business tax planning strategies.
- We are a MYOB-certified partner with expertise in all bookkeeping software.
- We provide on-site support for complex accounting and tax compliance needs.
- Our client-centric approach ensures transparent communication and tailored solutions.
Associations and certifications
- CPA Australia
- Chartered Accountants Australia and New Zealand
What people say
Second to none
Feasible solutions
Highly recommended
Greatly appreciated
Easy to communicate
Services
Taxation
Our taxation services cover income tax, capital gains tax, and business restructuring to minimize liabilities. We assist with tax audits, PAYG withholding, and strategic planning for individuals and businesses. Our expertise ensures compliance while optimizing financial outcomes through legitimate deductions and planning opportunities.
Bookkeeping
We provide comprehensive bookkeeping solutions using MYOB and other software platforms. Services include GST/BAS preparation, payroll management, and daily financial reporting. Our team automates processes to improve accuracy, reduce manual work, and provide real-time cash flow insights for informed business decisions.
Business Advisory
Our business advisory services focus on growth strategies, tax reduction, and wealth creation. We develop financial assessments, business plans, and life plans tailored to client goals. Our advisors help time-poor business owners make confident decisions while planning for long-term sustainability and succession.
Succession Planning
We specialize in succession planning for family businesses and farms. Our services include ownership transition strategies, family communication frameworks, and fair asset distribution planning. We ensure smooth generational transfers while addressing tax implications and future business sustainability.
SMSF Administration
Our SMSF administration covers fund setup, compliance, and investment strategy. We assist with self-managed superannuation funds to maximize retirement savings. Services include annual reporting, tax returns, and strategic advice on contributions, pensions, and estate planning for SMSF members.
People
Peter Nelson
Director, FCPA
Peter Nelson leads strategic initiatives at Sheridan Partners with decades of accounting expertise. He specializes in complex tax planning and business advisory services for high-net-worth clients and corporations.
Brent Sutton
Director, CA, Auditor & SMSF Specialist
Brent Sutton oversees audit engagements and SMSF administration at Sheridan Partners. His expertise in auditing standards and superannuation compliance ensures clients receive technically sound advice for retirement planning.
Maria Spedding
Certified Practising Accountant, CPA
Maria Spedding provides personalized accounting solutions to individuals and small businesses. Her focus areas include tax compliance, business planning, and client education to simplify financial management for clients.
Sandra Witham
Senior Accountant
Sandra Witham specializes in business tax planning and compliance services. She works closely with clients to develop strategies that minimize tax liabilities while maintaining adherence to regulatory requirements.
Luke Barrette
Finance Manager
Luke Barrette manages financial operations and client reporting at Sheridan Partners. He ensures efficient delivery of accounting services while maintaining high standards of client communication and satisfaction.
Questions
What is included in your business tax planning services?
Our business tax planning includes income tax optimization, capital gains strategies, and compliance with regulatory requirements.
Do you offer SMSF setup and administration?
Yes, we provide full SMSF administration including setup, compliance, and investment strategy advice.
Can you assist with succession planning for family businesses?
We specialize in succession planning, helping families transition business ownership smoothly and fairly.
What bookkeeping software do you support?
We support all major bookkeeping platforms including MYOB, Xero, and QuickBooks for comprehensive financial management.
Do you provide on-site accounting services?
Yes, we offer on-site support for complex accounting needs at client business locations.
What are your office locations?
We have offices in Kyabram, Tatura, and Echuca to serve regional clients effectively.
