Business Details
Expert Accounting Services in Maclean
AB Accounting Maclean has been a trusted public accounting practice since the 1970s, dedicated to forming close partnerships with clients to deliver tailored financial solutions. Our commitment to excellence is reflected in our hardworking team and personalized service, ensuring clients receive proactive advice in areas such as taxation, asset protection, and business planning. With over 30 years of experience, Director Joanne Worboys leads a team of professionals who combine technical expertise with a client-focused approach.We specialize in innovative services like benchmarking, cash flow forecasting, and succession planning, designed to help businesses thrive in competitive environments. Our dedication to ongoing staff training ensures we recommend cutting-edge accounting software solutions, including Xero and MYOB. As registered tax agents, we adhere to strict professional standards while providing transparent, ethical guidance for individuals, small businesses, and specialized sectors like primary producers and medical practices.
Services
Taxation Services
Bookkeeping
Business Planning
Cash Flow Forecasting
Succession Planning
Self Managed Superannuation Funds
Estate Planning
Farm Accounting
Rental Property Advice
Business Valuations
Highlights and features
- We offer over 30 years of specialized accounting experience.
- Our team provides personalized, proactive financial advisory services.
- We are registered tax agents with expertise in complex compliance.
- We deliver innovative client-focused solutions like benchmarking reports.
- Our strategic partnerships ensure tailored business planning expertise.
Associations and certifications
- Tax Practitioners Board
Services
Taxation Services
We provide comprehensive taxation services including income tax returns, GST/FBT obligations, and tax-effective trust structures. Our proactive approach minimizes tax liabilities while ensuring compliance with ATO regulations. With expertise in managing audits and disputes, we deliver strategic advice tailored to individuals, businesses, and self-managed superannuation funds.
Business Planning
Our business planning services focus on developing actionable strategies for growth, including cash flow forecasting, budgeting, and succession planning. We help clients define objectives, analyze market conditions, and implement plans to achieve long-term financial goals. Regular performance reviews ensure alignment with evolving business needs.
Self Managed Superannuation Funds
We specialize in establishing and managing self-managed superannuation funds, guiding clients through trust deed requirements, compliance, and tax benefits. Our services include fund setup, audit support, and strategic advice to optimize retirement savings while adhering to legislative frameworks.
Cash Flow Forecasting
Our cash flow forecasting tools help businesses anticipate liquidity needs, manage inventory, and plan expansions. By analyzing key expenses and revenue cycles, we develop actionable strategies to improve financial stability and support informed decision-making for sustainable growth.
Estate Planning
We offer expert estate planning services to ensure asset distribution aligns with client wishes. Our team assists with wills, trust structures, and succession strategies, providing peace of mind through meticulous documentation and compliance with legal requirements for asset protection.
People
Joanne Worboys
Director
Joanne Worboys is a Fellow Certified Practicing Accountant with over 30 years of experience. She holds a Bachelor of Business in Accounting and IT, a Financial Planning Diploma, and specializes in taxation, business planning, and self-managed superannuation funds.
Questions
What accounting services do you offer?
We offer taxation, bookkeeping, business planning, cash flow forecasting, succession planning, and self-managed superannuation funds services for individuals and businesses.
How can you help my business grow?
We provide strategic planning, benchmarking reports, and financial forecasting to identify growth opportunities and implement actionable strategies tailored to your business needs.
Are you registered tax agents?
Yes, we are registered tax agents with expertise in compliance, GST, and ATO audits, ensuring accurate and up-to-date advice for individuals and businesses.
Do you offer SMSF setup services?
Yes, we specialize in establishing self-managed superannuation funds, including trust deeds, compliance, and tax benefit advice to optimize retirement savings.
How do you handle client consultations?
We offer personalized consultations to understand your unique needs, providing tailored advice through annual reviews, quarterly performance reports, and ongoing support.
