Business Details
42 Years
experience
Your Trusted Accounting Partner in Maffra
Established in 1984, Adams Accounting has built a reputation as a trusted accounting firm serving businesses and individuals in regional Victoria. Our team of experienced professionals, including Chartered Accountants and financial planners, delivers personalized solutions tailored to each client's unique needs. With deep local knowledge and a commitment to ongoing education, we specialize in tax compliance, business advisory services, and strategic financial planning. Our holistic approach ensures clients receive comprehensive support across bookkeeping, superannuation, retirement planning, and business growth strategies.We prioritize direct client access and timely service, maintaining strong relationships with local businesses through decades of dedicated support. Our expertise extends to specialized areas including aged care financial planning, cloud accounting implementation, and business restructuring. By combining technical proficiency with community-focused values, we help clients navigate complex financial landscapes while maintaining compliance and optimizing outcomes.
Services
Tax Compliance
Business Advisory
Superannuation
Bookkeeping
Retirement Planning
Details
- Year established: 1984
Highlights and features
- We offer 40 years of local accounting expertise since 1984
- Our team includes Chartered Accountants and financial planning specialists
- We provide personalized tax planning and compliance solutions
- We implement cloud accounting systems for modern business needs
- Our dedicated support covers business lifecycle from start-up to succession planning
What people say
Trusted advisors
Personalized service
Honest advice
Local expertise
Reliable support
Services
Tax Compliance
Our tax compliance services cover preparation and lodgement of income tax returns, business activity statements, and year-end tax planning. We ensure adherence to ATO requirements while identifying legitimate tax minimization opportunities. Our team stays current with legislative changes to maintain compliance for individuals and businesses.
Business Advisory
We provide comprehensive business advisory services including new business setup, financial reporting, cash flow projections, and restructuring strategies. Our specialists help clients optimize business structures for tax efficiency and asset protection while developing growth strategies tailored to industry-specific needs.
Superannuation
Our superannuation services include SMSF establishment and management, retirement planning, and pension allocation strategies. We help clients navigate complex regulations to maximize retirement savings while ensuring compliance with evolving superannuation laws and tax requirements.
Bookkeeping
We offer traditional and cloud-based bookkeeping solutions with software selection advice, bank reconciliation services, and payroll processing. Our systems integrate with major platforms like Xero and MYOB to streamline financial management while maintaining accurate records for compliance and decision-making.
Retirement Planning
Our retirement planning services combine investment analysis, estate planning, and income strategy development. We create personalized roadmaps considering clients' current financial positions, future goals, and risk profiles to ensure sustainable retirement income while optimizing tax outcomes.
People
Gerald Adams
Principal
Chartered Accountant with 40 years' experience in regional Victoria, specializing in business advisory services and tax compliance. Active community member with deep knowledge of local industries and business needs.
Brooke Davis
Director
Chartered Accountant with expertise in dairy industry accounting, having joined Adams Accounting through a cadetship program. Combines technical proficiency with practical understanding of agricultural business operations.
David Adams
Director
Chartered Accountant specializing in SMSF compliance and business structures, with prior experience in Melbourne corporate accounting. Focuses on trust and company compliance for family businesses.
Jane Gallatly
Accountant
Experienced accountant with agricultural sector background, providing tailored financial solutions. Holds advanced qualifications in professional accounting and maintains active community involvement through sports organizations.
Patricia Groenwald
Administration Manager
Senior administration officer with 20+ years' experience managing client relations and office operations. Provides essential support for accounting services delivery and client communication.
Questions
What accounting software do you support?
We support major cloud platforms including Xero, MYOB, QuickBooks, and Reckon, along with desktop solutions like Saasu and Cashflow Manager.
Do you offer business valuation services?
Yes, we provide business valuation for acquisitions, sales, and succession planning as part of our comprehensive business advisory services.
Can you help with SMSF compliance?
Our specialists handle SMSF establishment, administration, and compliance including deed updates, member changes, and annual audits.
What tax planning services do you offer?
We provide year-end tax planning, capital gains tax strategies, and ongoing compliance services to optimize tax outcomes for individuals and businesses.
Do you work with agricultural businesses?
Yes, we have extensive experience supporting dairy farms and agricultural operations with tailored accounting and financial planning solutions.
How do you handle ATO audits?
Our Safe Tax audit protection service provides comprehensive support during ATO audits, ensuring compliance and minimizing potential penalties.
