Business Details
Your Trusted Accounting Partner in Bendigo
We are a full-service accounting firm dedicated to providing comprehensive financial solutions tailored to both businesses and individuals. With over 18 years of experience, our team of certified professionals specialises in accounting, taxation, compliance, and financial planning, ensuring clients receive expert guidance across all aspects of their financial needs. We prioritise client relationships by offering personalised services that simplify complex financial obligations, allowing business owners to focus on growth while we manage compliance requirements. Our expertise extends to bookkeeping solutions, mortgage broking, and wealth creation strategies through a network of trusted professionals. Backed by certifications including Xero Gold Partnership and CPA/CA qualifications, we combine technical proficiency with proactive advisory services to deliver measurable value.Our commitment to continuous professional development ensures we remain at the forefront of industry changes, providing up-to-date advice that aligns with evolving regulatory landscapes. From individual tax returns to business succession planning, we offer end-to-end financial support designed to protect assets, optimise tax positions, and facilitate long-term wealth accumulation. Our local presence in Bendigo, combined with cloud-based technology integration, enables seamless service delivery to clients across diverse industries. We distinguish ourselves through transparent communication, tailored financial strategies, and a client-centric approach that prioritises long-term financial success over transactional relationships. This dedication to excellence has established us as a trusted partner for businesses and individuals seeking reliable financial stewardship.
Services
Accounting Services
Tax Compliance
Financial Planning
Bookkeeping Solutions
Mortgage Broking
Business Advisory
Wealth Creation
Highlights and features
- We have 18 years of experience in accounting and tax services
- Our team includes CPA and CA qualified professionals
- We offer integrated financial solutions through trusted networks
- We provide tailored bookkeeping packages with cloud integration
- Our Xero Gold Partner status ensures expert software implementation
Associations and certifications
- Xero Gold Partner
- Certified Practising Accountants (CPA)
- Chartered Accountants (CA)
Services
Financial Planning
Our financial planning services help clients build and protect wealth through tailored strategies. We offer retirement planning, investment advice, and self-managed super fund guidance. With dedicated advisors like Nick Athanasiadis and Shaun Fletcher, we provide ongoing monitoring and adjustments to ensure financial goals are met while maintaining compliance with regulatory requirements.
Tax Compliance
We handle all aspects of tax compliance for individuals and businesses, including income tax returns, GST obligations, and corporate tax filings. Our registered tax agents ensure accurate reporting while identifying legitimate deductions to optimise tax positions. Services cover companies, trusts, partnerships, and self-managed super funds with expert guidance on CGT concessions.
Bookkeeping Solutions
Custom bookkeeping packages integrate cloud-based platforms like Xero, MYOB, and QuickBooks. We offer single touch payroll implementation and super stream compliance. As Xero Gold Partners, we provide tailored software solutions and ongoing support to maintain accurate financial records while streamlining business operations for improved efficiency.
Mortgage Broking
Through Scarborough Finance Solutions, we provide mortgage, vehicle, and equipment finance options. Our brokers assess individual financial situations to recommend suitable lending solutions. Services include home purchase financing, investment property loans, and refinancing options with no-obligation consultations to help clients achieve property ownership goals.
Business Advisory
We support business owners with strategic planning from startup to succession. Services include business structuring, cash flow analysis, asset protection, and succession planning. Our advisors help establish KPIs, conduct financial forecasting, and develop growth strategies while ensuring compliance with ASIC and WorkCover requirements.
People
Jamie Allan
Managing Director
Certified Practising Accountant with extensive experience in business advisory and tax compliance. Leads strategic direction while maintaining hands-on client service. Specialises in helping businesses navigate complex financial landscapes.
Nick Athanasiadis
Managing Director Financial Planning
Senior financial planner with expertise in wealth creation strategies. Oversees all financial advice services including retirement planning and investment management. Holds relevant certifications for comprehensive financial guidance.
Shaun Fletcher
Senior Financial Advisor
Specialises in investment strategies, superannuation planning, and aged care advice. Focuses on building client trust through transparent communication. Provides tailored financial solutions for pre and post-retirement planning.
Gavin James
Partner
Certified Practising Accountant with specialist knowledge in business compliance and taxation. Assists clients with complex tax matters and regulatory requirements. Committed to delivering practical financial solutions for business growth.
Jody Pickering
Partner
Chartered Accountant providing expert accounting services and business advisory support. Specialises in corporate compliance and financial reporting. Works closely with clients to ensure regulatory adherence while optimising financial performance.
Questions
What accounting software do you support?
We support major platforms including Xero, MYOB, Intuit QuickBooks, and Reckon. As a Xero Gold Partner, we offer specialised implementation and ongoing support services.
Do you offer business startup assistance?
Yes, we help with business structuring, plan preparation, name registration, and initial compliance requirements to ensure new businesses establish proper financial foundations.
Can you assist with self-managed super funds?
Our team provides comprehensive SMSF services including setup, compliance, and investment strategy development with ongoing management support for retirement planning.
What tax services do you provide?
We handle income tax returns for individuals, companies, trusts, and partnerships, plus GST reporting, capital gains tax, and fringe benefits tax compliance.
How do you approach financial planning?
We create customised wealth creation strategies with ongoing monitoring. Our advisors focus on retirement planning, investment management, and risk mitigation tailored to individual goals.
Do you offer mortgage broking services?
Yes, through our partnership with Scarborough Finance Solutions, we provide home loans, investment financing, and equipment finance options with no-obligation consultations.
