Business Details
Trusted Accounting & Advisory Services in Melbourne
At RBK Advisory, we are driven by innovation and a commitment to transforming the accounting and advisory landscape. Our journey began with a vision to challenge industry norms and create a client-centric practice that prioritizes relationships over spreadsheets. As one of only two BCorp-certified accounting firms in Australia, we balance purpose with profit, dedicating 5% of our time to pro-bono services and supporting local communities. Our team of accountants, lawyers, and financial planners brings decades of combined experience, specializing in Xero cloud accounting, tax advisory, business structuring, and strategic growth planning.We serve diverse industries, from hospitality and healthcare to not-for-profits and construction, offering tailored solutions that integrate technology and sustainability. Recognized as Xero Australia's Accounting Partner of the Year in 2018, we combine technical expertise with a 'seriously fun' culture to deliver results that extend beyond financial statements. Our approach emphasizes transparency, ethical practices, and empowering clients to focus on their core business while we handle the numbers.
Services
Accounting
Tax Advisory
Financial Planning
Mortgage Broking
Bookkeeping
Legal Services
Xero Implementation
Business Structuring
Payroll Services
Highlights and features
- We combine BCorp-certified ethical practices with industry-leading innovation.
- Our team includes Xero-certified accountants and legal specialists.
- Tailored solutions for niche industries like hospitality and healthcare.
- Monthly financial reviews to track business performance.
- Commitment to sustainability through paperless operations.
Associations and certifications
- BCorp
- Xero Accounting Partner of the Year
Services
Xero Accounting
Our Xero-certified accountants provide cloud-based financial management solutions tailored to modern businesses. We specialize in real-time reporting, automated invoicing, and seamless collaboration through Xero's platform. Clients benefit from 24/7 access to financial data, reduced paperwork, and integration with over 800 business apps. Our team ensures smooth setup, training, and ongoing support to maximize efficiency.
Business Advisory
We offer strategic guidance to help businesses optimize operations and achieve growth goals. Services include financial forecasting, budgeting, cashflow management, and performance reviews. Our advisors work closely with clients to identify opportunities, mitigate risks, and implement data-driven decisions. Monthly reviews track progress against KPIs, ensuring businesses stay on target for long-term success.
Tax Planning
Our tax specialists provide proactive planning to minimize liabilities while maintaining compliance. We handle business structure reviews, income tax returns, and strategic tax-saving opportunities. Clients receive personalized advice on deductions, credits, and regulatory changes affecting their industry. We focus on simplifying complex tax requirements and ensuring timely submissions.
Financial Planning
We create customized financial strategies to secure clients' futures through superannuation optimization, retirement planning, and investment strategies. Our planners assess risk tolerance, financial goals, and current assets to develop actionable roadmaps. Services include debt management, insurance reviews, and SMSF administration to build long-term financial security.
Mortgage Broking
Our mortgage brokers simplify property financing for residential and commercial clients. We offer home loans, refinancing options, construction financing, and business lending solutions. By comparing multiple lenders, we secure competitive rates tailored to clients' financial situations. The process includes pre-approval guidance, documentation support, and ongoing loan management.
People
Anthony Turner
Director
FCPA-qualified director with extensive experience in business advisory and tax planning. Specializes in helping SMEs optimize financial structures and growth strategies.
Jonathan Kane
Director
CPA-qualified director focused on innovative accounting solutions. Brings strategic leadership to business advisory services and client relationship management.
Matt Campbell
RBK Legal Director
Dual-qualified lawyer and business advisor specializing in commercial law, intellectual property, and dispute resolution for growing businesses.
Jasmine Ng
Client Manager
Senior client manager providing personalized accounting and advisory services. Focuses on building long-term client relationships and financial clarity.
Kelly Perkins
Practice Manager
Over 10 years' experience in practice management and bookkeeping. Oversees operational efficiency and client service delivery across advisory teams.
Questions
What accounting software does RBK Advisory use?
We specialize in Xero cloud accounting software, offering setup, training, and integration services for businesses of all sizes.
Do you offer services outside Melbourne?
Yes, we serve clients across Australia including Sydney, Geelong, and regional areas through our cloud-based platform.
Are you qualified to provide tax advice?
Our team includes CPA and FCPA-qualified accountants with expertise in Australian tax regulations and compliance.
What industries do you specialize in?
We work with hospitality, healthcare, construction, not-for-profits, and professional services businesses, among others.
Can you help with business structure reviews?
Yes, we assess whether your current business structure (sole trader, company, trust) is optimal for your financial goals.
Are you a BCorp-certified firm?
Yes, we're one of only two accounting firms in Australia with BCorp certification, reflecting our commitment to social responsibility.
