Business Details
40 Years
experience
Professional Accounting Services Berwick VIC
Established in 1986, Casey Partners has grown from a sole practice into a respected accounting and business advisory firm serving small to medium enterprises. Our foundation remains rooted in prioritising client needs, alleviating business compliance burdens, and fostering wealth growth through expert tax and financial guidance. With decades of collective experience, our team specialises in strategic business planning, acquisitions, and tailored advisory services that extend beyond traditional accounting. We leverage modern cloud-based technologies to streamline financial processes and reduce operational dependencies, ensuring our clients make informed decisions backed by real-time data.Our commitment to ongoing professional development keeps us at the forefront of evolving tax legislation, while our holistic approach addresses both business and personal financial planning needs, including succession strategies and self-managed superannuation funds. As a CPA Practice, we uphold the highest standards of professionalism and accountability in every service we deliver.
Services
Tax Compliance
Business Advisory
Cloud Accounting
Estate Planning
Superannuation Management
ASIC Services
Business Establishment
Financial Reporting
Tax Planning
Acquisition Advisory
Details
- Year established: 1986
Highlights and features
- Over 20 years of experience in accounting and business advisory
- Tailored solutions for small to medium enterprise clients
- Expert implementation of cloud accounting technologies
- Comprehensive compliance and regulatory expertise
- Proven track record in business succession planning
Associations and certifications
- CPA Australia
Services
Tax Compliance
Our tax compliance services cover income tax, GST, capital gains tax, and fringe benefits tax for SMEs. We ensure accurate preparation of taxation returns and BAS/IAS forms while maintaining up-to-date knowledge of legislative changes. Our strategic approach minimises tax liabilities through legitimate structuring while maintaining full compliance with Australian Tax Office requirements.
Business Advisory
We provide comprehensive business advisory services including financial reporting, KPI analysis, and strategic decision support. Our monthly/quarterly reporting packages help business owners understand performance trends and make data-driven decisions. This extends to pre-business planning, entity structuring, and asset protection strategies tailored to individual client needs.
Cloud Accounting
Implementation of modern cloud accounting software reduces administrative burdens and improves financial visibility. We establish robust systems that monitor business performance, enhance valuation potential, and reduce reliance on key personnel. These digital solutions enable real-time financial decision-making for business owners and management teams.
Estate Planning
Our estate planning services focus on business succession and retirement strategies. We help clients maximise sale proceeds through structured succession planning while addressing SMSF management and personal financial planning needs. This holistic approach ensures business owners achieve optimal outcomes when transitioning out of their enterprises.
ASIC Services
We manage all ASIC compliance requirements including company register maintenance and lodgment of corporate records. Our services prevent penalties through timely updates of officer/shareholder changes while ensuring adherence to corporate governance standards. This includes ongoing support for company structure modifications and regulatory filings.
People
Peter Cousins
Director
Founder of Casey Partners with over 35 years' experience in accounting. Specialises in strategic business advisory and SME growth strategies while maintaining the firm's founding commitment to client-centric service.
Callen O'Brien
Director
20+ year accounting industry veteran with expertise in business acquisitions and complex tax structures. Focuses on delivering strategic growth solutions for medium enterprises through tailored financial planning.
Nick Fleming
Director
Qualified accountant with a Bachelor of Business (Accounting) degree. Specialises in business establishment strategies and compliance frameworks for new enterprises, leveraging 12+ years' experience in SME advisory.
Lisa O'Sullivan
Financial Planner
Certified Financial Planner with a Diploma in Financial Services. Manages integrated wealth solutions including SMSF advisory and investment strategies aligned with business owners' long-term financial goals.
Jackson Fromhold
Director
Monash University graduate with a Bachelor of Business (Accounting). Focuses on digital transformation in accounting systems and implementation of cloud-based solutions for operational efficiency improvements.
Questions
What accounting services do you specialise in for SMEs?
We provide comprehensive tax compliance, business advisory, cloud accounting solutions, and strategic planning services specifically tailored for small to medium enterprises.
How do you help businesses with succession planning?
Our estate planning services include business succession strategies, SMSF management, and retirement planning to maximise sale proceeds and ensure smooth ownership transitions.
What cloud accounting solutions do you implement?
We deploy modern cloud-based accounting software that reduces administrative burdens, improves financial visibility, and enables real-time decision-making through integrated business systems.
How do you ensure compliance with tax regulations?
Our team maintains CPA accreditation and ongoing professional development to stay current with tax legislation changes, ensuring full compliance with ATO requirements.
What support do you offer for new business establishment?
We provide pre-business planning, entity structuring advice, and asset protection strategies to ensure new ventures are set up for long-term success and compliance.
