Business Details
11 Years
experience
Trusted Accounting Services in Southport QLD
At Cake Accounting, we exist to help business owners achieve their goals through tailored accounting and tax solutions. Founded in 2015 by Chartered Accountant James Howlin, our methodology guides clients in increasing cashflow, building profit, and growing revenue while implementing strategies that generate real business value. We specialize in providing growing small businesses the high-level advice typically reserved for high-net-worth individuals by major accounting firms. Our services include business structuring, tax planning, compliance, asset protection, and strategic planning, all delivered with a focus on reducing tax liabilities and enabling clients to focus on growth. With expertise in Self-Managed Superannuation Funds and risk management, we take the complexity out of dealing with the ATO and ASIC, ensuring clarity and compliance.Our approach combines over a decade of public practice experience with personalized service, helping clients navigate tax obligations and strategic decisions. We prioritize long-term partnerships, offering ongoing support to adapt to evolving business needs. Our commitment to excellence is reflected in our tailored KPI tracking, regular progress reviews, and proactive identification of growth barriers. By blending technical expertise with a client-centric philosophy, we empower business owners to achieve financial security and sustainable success.
Services
Tax Planning
Business Structuring
Compliance Services
Asset Protection
Strategic Planning
Self-Managed Superannuation
Risk Management
Details
- Year established: 2015
Highlights and features
- We offer a proprietary methodology for business value creation
- Our team includes Chartered Accountants with 20+ years industry experience
- We provide tax strategies typically reserved for high-net-worth clients
- We guarantee proactive tax liability management and compliance
- We combine strategic planning with hands-on implementation support
Associations and certifications
- Registered Tax Agent
- Registered ASIC Agent
Services
Tax Planning
Our tax planning services ensure businesses pay the correct tax amount while maximizing deductions. We analyze financial positions, recommend tax-effective structures, and implement strategies to minimize liabilities. Clients receive proactive advice on year-end planning and regulatory changes affecting their business.
Business Structuring
We help businesses establish optimal structures for growth and asset protection. Services include company incorporation, trust setup, and risk management strategies. Our approach considers future expansion plans and personal circumstances to create foundations for long-term success.
Compliance Services
We manage all compliance requirements including tax returns, business activity statements, and government liaison. As Registered Tax and ASIC Agents, we ensure accurate lodgements while keeping clients informed about changing regulations affecting their operations.
Strategic Planning
Our strategic planning identifies key performance indicators and creates actionable growth roadmaps. Through regular progress reviews and KPI tracking, we help businesses stay on course to achieve financial goals while addressing potential obstacles proactively.
Asset Protection
We develop customized asset protection strategies that minimize business risks. Services include structure optimization, tax risk assessment, and implementation of safeguards to protect accumulated assets while maintaining operational flexibility.
People
James Howlin
Managing Director
Chartered Accountant with 20+ years experience advising small businesses. Former member of leading tax discussion groups, Institute of Company Directors member, and developer of the 'Have Your Cake' business methodology. Specializes in tax strategy and business growth.
Questions
What accounting services do you specialize in for small businesses?
We specialize in tax planning, business structuring, compliance, asset protection, and strategic growth planning tailored specifically for small businesses.
How do you help businesses reduce tax liabilities?
We implement proactive tax strategies, year-end planning, and structure optimization to ensure you pay the minimum legally required tax.
Are you registered with Australian regulatory bodies?
Yes, we are a Registered Tax Agent and Registered ASIC Agent with full compliance credentials.
How does your business planning methodology work?
Our 'Have Your Cake' methodology identifies KPIs, creates growth strategies, and provides ongoing performance tracking to achieve business goals.
Do you offer support for Self-Managed Superannuation Funds?
Yes, we provide comprehensive SMSF setup, compliance, and strategic management services.
