Business Details
14 Years
experience
Your Business Success Is Our Business
We are committed to building long-lasting relationships with our clients through expert, friendly, and cost-effective services. Our small team of professionals, supported by business partners, combines extensive experience with personalized attention to handle complex accounting and tax matters while ensuring clients receive tailored solutions. Founded in 2012, we have grown from a home office to a team of nine, expanding our expertise to include bookkeeping, tax compliance, financial planning, and business advisory services. Our reputation for timely, quality advice and practical strategies has been built through decades of combined experience, including Colleen Hennequins 30-year career in accounting.We prioritize transparency, client education, and leveraging technology like cloud accounting software to empower business owners. Our teams dedication to continuous learning and client-centric approach ensures compliance, tax optimization, and strategic growth support across industries. Located in Beaconsfield, we serve individuals and businesses throughout Melbourne and Victoria, treating every client as a partner in their financial success.
Services
Accounting & Bookkeeping
Taxation Advice
Business Advisory
Superannuation Planning
Business Start-Up Support
Details
- Year established: 2012
Highlights and features
- We offer personalized accounting services tailored to individual client needs.
- Our team has over 30 years of combined experience in tax and business advisory.
- We specialize in cloud accounting software implementation and training.
- We provide strategic tax minimization strategies compliant with ATO regulations.
- Our client retention rate reflects our commitment to exceptional service.
What people say
Exceptional service
Personal service
Up to date with tax laws
Friendly and professional
Exceptional value for money
Services
Accounting & Bookkeeping
We provide comprehensive accounting and bookkeeping services including cash flow forecasting, payroll processing, and financial reporting. Our registered BAS agents ensure compliance with ATO requirements through accurate Business Activity Statements and tax lodgements. By maintaining detailed financial records, we help businesses make informed decisions while allowing owners to focus on growth.
Taxation Advice
Our team offers expert guidance on Australian tax complexities, including income tax, GST, and fringe benefits tax. We develop legitimate tax minimization strategies, prepare for ATO audits, and advise on small business concessions. With up-to-date knowledge of tax legislation, we ensure compliance while optimizing clients' financial positions.
Business Advisory
We deliver personalized business advice covering start-up structuring, expansion strategies, and succession planning. Our services include financial health checkups, risk assessment, and assistance with finance applications. By understanding each client's unique circumstances, we create cost-effective solutions to support long-term business growth.
Superannuation Planning
We provide tailored superannuation and retirement planning services, including self-managed super fund management. Our advisors help clients optimize their retirement savings through strategic contributions, investment planning, and compliance with regulatory requirements, ensuring financial security in their post-work years.
Business Start-Up Support
We assist entrepreneurs with business structure selection, tax compliance setup, and financial planning. Our services include start-up cost analysis, cash flow projections, and registration assistance. By addressing legal and financial foundations early, we help new businesses establish sustainable operations and growth pathways.
People
Colleen Hennequin
Principal
With over 30 years of accounting experience, Colleen founded the firm in 2012 after working in public practice and running her own business. She specializes in tax compliance and business strategy, holding a Bachelor of Accounting and CPA membership.
Chloe Moody
Business Manager
Chloe has 12 years of experience in accounting, specializing in small business solutions and Xero software training. She holds a Bachelor of Accounting and focuses on client education and operational efficiency for growing businesses.
Chris Welton
Senior Accountant
Chris brings 12 years of public practice experience, specializing in SMEs and self-managed super funds. An Associate of the Institute of Public Accountants, he excels in tax systems navigation and client-focused problem-solving for complex financial scenarios.
Bhavesh Patel
Accountant
Bhavesh has 5 years of public practice experience with expertise in tax compliance for automotive, hospitality, and construction industries. He holds a Master of Professional Accounting and specializes in cloud accounting software implementation for SMEs.
Laura Sanchez
Accountant
Laura has 20 years of public practice experience preparing financial statements and tax returns for diverse businesses. A CPA and IPA member, she focuses on delivering reliable, compliant accounting solutions while maintaining strong client relationships.
Questions
What accounting software do you support?
We specialize in Xero software implementation and training, with expertise in cloud accounting solutions for SMEs.
Do you handle business tax audits?
Yes, we provide audit preparation services and represent clients during ATO audits with documented compliance strategies.
Can you help with business structure selection?
Our team advises on optimal business structures considering tax implications and personal circumstances for new ventures.
What payment methods do you accept?
We accept credit card payments and direct bank transfers for our accounting and advisory services.
Are you available for urgent tax queries?
We prioritize client needs during business hours but don't offer after-hours emergency services.
