Business Details
20 Years
experience
Trusted Chartered Accountants in Cheltenham
JMR Partners is a member practice with Chartered Accountants Australia, established in 2006. With over 15 years of combined experience, our principals deliver exceptional service through a professional, caring, and personal approach. We specialize in accounting, taxation, auditing, and self-managed superannuation funds (SMSF), prioritizing honesty, hard work, and trust in all our operations. Our team connects with clients on a personal level to understand their unique needs, ensuring compliance and tailored solutions for business and personal financial goals. We pride ourselves on providing expert advice backed by decades of experience in public practice, including specialized services in SMSF compliance and audit assurance. Our commitment to integrity and ethical service fosters strong client relationships, enabling us to deliver positive outcomes aligned with individual and business objectives.We serve small to medium-sized enterprises and individuals, offering comprehensive services such as bookkeeping, tax planning, financial reporting, and business advisory. Our dedication to continuous improvement and client-centric values ensures that we meet the evolving needs of our clients while maintaining the highest professional standards. We believe in empowering clients to make sound financial decisions through transparent communication and personalized strategies. Our practice remains focused on innovation and excellence, ensuring clients receive reliable, forward-thinking solutions to achieve long-term success.
Services
Accounting
Taxation
Audit & Assurance
Self-Managed Super
Business Advisory
Details
- Year established: 2006
Highlights and features
- We offer over 15 years of combined experience in accounting and SMSF compliance.
- Our team provides personalized service tailored to individual client needs.
- We are a member practice with Chartered Accountants Australia, ensuring professional standards.
- Our principals specialize in audit, taxation, and business advisory services.
- We prioritize honesty, hard work, and trust in all client interactions.
Associations and certifications
- Chartered Accountants Australia
Services
Accounting
We specialize in accounting services for small to medium businesses, including bookkeeping, financial statements, budgeting, and cash flow reporting. Our team ensures accurate record-keeping and compliance with tax obligations. Clients benefit from tailored advice to improve financial management and business growth.
Taxation
Our taxation experts assist with company, trust, partnership, and individual tax needs, including BAS/GST, PAYG, and FBT. We provide strategic tax planning to minimize liabilities while ensuring compliance. Clients receive proactive advice to navigate complex tax regulations with confidence.
Audit & Assurance
Led by a Registered Company Auditor, we deliver efficient audit and assurance services for businesses and SMSFs. Our focus includes compliance reviews and trust account audits. Clients gain assurance through transparent reporting and adherence to regulatory standards.
Self-Managed Super
We provide comprehensive SMSF solutions, including compliance advice, financial reporting, and tax planning. Our team ensures trustees meet regulatory requirements while optimizing retirement strategies. Clients benefit from expert guidance tailored to their superannuation goals.
Business Advisory
Our advisory services cover business analysis, growth strategies, and financial planning. We help clients improve operations through budgeting, KPIs, and system reviews. Tailored advice supports informed decision-making for sustainable business success.
People
Jean-Marc Raffaut
Principal
Jean-Marc has over 20 years in public practice, specializing in SMSF compliance, taxation, and business services. His expertise ensures clients receive strategic financial solutions tailored to their needs.
Marita James
Principal
Marita has 25+ years of experience in audit, taxation, and SMSF services. As a Registered Company Auditor, she delivers precise assurance services and compliance-focused advice to businesses and individuals.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, budgeting, and cash flow reporting tailored to small business needs.
Do you specialize in SMSF compliance?
Yes, we offer comprehensive SMSF services including reporting, compliance advice, and tax planning.
Are you a member of Chartered Accountants Australia?
Yes, we are a member practice, ensuring adherence to professional and ethical standards.
What tax services do you provide?
We assist with company, trust, partnership, and individual tax needs, including BAS/GST, PAYG, and strategic tax planning.
Can you help with business growth strategies?
Our advisory services include business analysis, KPIs, and growth strategies to enhance operational efficiency.
What are your office hours?
We are open Monday to Friday, 8:00 AM to 5:00 PM, for consultations and support.