Business Details
27 Years
experience
Trusted Accounting and Business Advisory Services in Geelong
Since founding our practice in 1999, we have remained committed to delivering exceptional accounting and advisory services. Based in Geelong CBD with additional offices in Barwon Heads, we serve individuals and businesses across construction, agriculture, retail, service, manufacturing, and finance sectors. Our approach focuses on building strong client relationships through tailored solutions, including accounting systems development, tax planning, and business advisory services. With a team of CPA and CA qualified professionals, we prioritise ongoing training to stay current with legislative changes. We specialise in strategic tax minimisation, superannuation planning, and business succession strategies, ensuring compliance while optimising financial outcomes.Our clients value our proactive approach to identifying opportunities for growth and asset protection. We maintain rigorous quality standards through regular internal audits and adherence to industry best practices. Our service model combines technical expertise with personalised attention, enabling clients to make informed financial decisions. We measure success through long-term client relationships and the sustained growth of the businesses we support. Our practice philosophy centres on integrity, diligence, and delivering measurable value to every client engagement.
Services
Accounting
Business Advisory
Tax Consulting
Superannuation & SMSF
Payroll Management
Financial Modelling
Asset Protection
Succession Planning
SMSF Administration
Tax Minimisation
Details
- Year established: 1999
Highlights and features
- We offer 24 years of local accounting expertise since 1999
- Our team includes CPA and CA qualified professionals
- We provide industry-specific solutions for construction, agriculture, and manufacturing sectors
- We maintain compliance through rigorous internal training programs
- Our client retention rate exceeds 90% through personalised service
Associations and certifications
- CPA Australia
- Chartered Accountants Australia and New Zealand
What people say
Great asset
Trust them
Better to deal with
Personal interest
Tax minimising
Services
Accounting
We provide comprehensive accounting solutions including financial reporting, payroll management, and cloud accounting systems. Our team ensures accurate financial records while offering strategic insights for business growth. With expertise in regulatory compliance, we help businesses maintain transparent financial operations.
Tax Consulting
Our tax specialists deliver strategic advice for individuals and businesses, focusing on tax minimisation and compliance. We stay current with legislative changes to optimise tax outcomes through effective structuring and asset protection strategies tailored to client needs.
Superannuation & SMSF
We offer complete superannuation solutions including SMSF establishment, administration, and compliance. Our team provides strategic retirement planning, investment strategies, and pension advice to help clients achieve long-term financial security.
Business Advisory
Our advisory services focus on business growth strategies, succession planning, and financial modelling. We help clients evaluate business structures, conduct valuations, and develop strategic plans to achieve both personal and corporate objectives.
Asset Protection
We specialise in creating tax-effective structures to safeguard client assets. Through strategic planning and compliance with regulatory requirements, we help individuals and businesses protect their financial interests while maintaining growth potential.
People
Ambrose Kelly
Principal
With over 20 years' experience, Ambrose leads our Geelong practice, combining strategic vision with hands-on client service. He specialises in business advisory and tax planning for regional businesses.
Clare Bliss
Experienced accountant providing tailored financial solutions to construction and manufacturing sector clients.
Tina Cornish
Specialist in SMSF administration and retirement planning strategies for high-net-worth individuals.
Ben Deague-Moran
Corporate tax advisor focusing on asset protection structures and business succession planning.
Sarah Gofton
Financial reporting expert ensuring compliance with regulatory requirements for medium-sized enterprises.
Questions
What accounting services do you offer?
We provide bookkeeping, financial reporting, payroll management, and cloud accounting solutions tailored to business needs.
Do you specialise in any industry sectors?
We work extensively with construction, agriculture, retail, manufacturing, and professional services businesses.
How do you stay current with tax law changes?
Our team participates in regular professional development programs and internal training sessions on legislative updates.
What superannuation services are available?
We offer SMSF establishment, administration, compliance, and retirement planning strategies.
What makes you different from larger firms?
Our regional focus allows more personalised service while maintaining the technical expertise of larger practices.
