Business Details
50+ Years
experience
Trusted Chartered Accountants in Parramatta
Established in 1973, Lee & Alexander is a Chartered Accounting firm with deep roots in the Sydney business community. Our expertise spans auditing, taxation, and business services for small to medium enterprises, franchises, and medical professionals. As registered tax agents and ASIC-registered auditors, we deliver tailored solutions aligned with evolving client needs. Our team, led by Principal Matthew Lee, combines international experience with local market insights to ensure compliance and strategic growth. We specialize in company tax returns, business activity statements, and streamlined company setup processes.Our monthly management reports, powered by BankLink software, provide actionable financial insights. Through business coaching programs developed by Quantum Dynamics, we empower owners to leverage financial data for performance optimization. With decades of experience in statutory audits and self-managed superannuation funds, we maintain a commitment to quality and client-centric service. Our Parramatta-based office serves as a trusted partner for businesses seeking reliable accounting solutions.
Services
Taxation Services
Business Coaching
Company Setup
Auditing
Monthly Management Reports
Details
- Year established: 1973
Highlights and features
- Over 50 years of combined experience in accounting and auditing.
- Registered ASIC auditors with expertise in statutory and special purpose audits.
- Tailored business coaching programs using Quantum Dynamics methodology.
- Specialized services for self-managed superannuation funds and real estate trusts.
- Streamlined company setup and secretarial services for compliance efficiency.
Associations and certifications
- Australian Securities and Investment Commission (ASIC)
- Institute of Chartered Accountants Australia
Services
Taxation Services
We provide comprehensive taxation solutions for individuals, companies, trusts, and superannuation funds. Our services include preparing and lodging tax returns, business activity statements, and strategic tax planning. With expertise in complex tax scenarios, we ensure compliance while optimizing financial outcomes for clients across diverse industries.
Business Coaching
Our business coaching programs help owners understand financial data to drive growth. Using Quantum Dynamics' methodology, we teach performance monitoring and market opportunity identification. This service equips business owners with tools to enhance decision-making and achieve long-term strategic goals through data-driven insights.
Auditing
We conduct statutory, internal, and special purpose audits for small companies, non-reporting entities, and self-managed superannuation funds. As ASIC-registered auditors, we ensure compliance with regulatory standards while providing actionable recommendations to improve financial transparency and operational efficiency for public and private entities.
Company Setup
Our streamlined company setup service simplifies business formation. We handle documentation, ASIC registrations, and compliance requirements to establish companies efficiently. This includes preparing necessary forms, ensuring regulatory compliance, and providing ongoing secretarial support to maintain accurate corporate records and meet legal obligations.
Monthly Management Reports
We generate detailed monthly management reports using BankLink software to track business performance. These reports organize financial data for bank presentations and strategic decision-making. By providing timely, accurate insights, we help businesses monitor cash flow, profitability, and operational metrics to support informed management decisions.
People
Matthew Lee
Principal
Matthew Lee leads Lee & Alexander with over 20 years of experience. He joined from an international chartered accounting firm and holds membership with the Institute of Chartered Accountants Australia. His expertise spans auditing, taxation, and business strategy.
Questions
What accounting services do you offer for small businesses?
We provide tax returns, business activity statements, monthly management reports, company setup, and secretarial services tailored to small businesses' needs.
Are you registered to perform audits?
Yes, we're registered with ASIC to conduct statutory and special purpose audits for companies, trusts, and self-managed superannuation funds.
Do you offer business coaching?
Yes, we provide business coaching using Quantum Dynamics' methodology to help owners leverage financial data for growth and performance optimization.
How do you handle company registration?
We streamline company setup by managing documentation, ASIC compliance, and ongoing secretarial services to ensure efficient business formation and regulatory adherence.
What taxation expertise do you have?
We specialize in individual, partnership, trust, company, and superannuation fund taxation with strategic planning to ensure compliance and optimize financial outcomes.
Where is your office located?
Our office is at 91 George Street, Parramatta NSW 2150, serving local and regional businesses with personalized accounting solutions.
