Business Details
Trusted Accounting Services in Toowoomba
Cheesman Applegarth has been a trusted name in accounting and financial services since our founding, delivering tailored solutions to clients across Australia. Our team of certified professionals brings decades of combined experience in taxation, business advisory, and superannuation management, serving startups, small businesses, and private investors. We prioritize personalized service, leveraging deep industry knowledge to navigate complex regulatory landscapes and optimize financial outcomes. With a focus on innovation and client education, we empower businesses to achieve sustainable growth while maintaining compliance. Our commitment to continuous professional development ensures we remain at the forefront of industry changes, providing actionable insights that drive long-term success.Headquartered in Toowoomba, we extend our expertise to regional and metropolitan clients, combining local understanding with national reach. Through collaborative partnerships, we help clients realize their financial goals, whether through strategic tax planning, SMSF administration, or comprehensive business advisory services. Our legacy of excellence, built over generations, reflects our unwavering dedication to client-centric service and operational integrity.
Services
Accounting & Tax
Superannuation Services
Financial Planning
IT & Software Solutions
Business Advisory
Highlights and features
- We offer over 90 years of combined experience in accounting and financial services.
- Our team includes Chartered Accountants and Tax Advisers with specialized certifications.
- We provide personalized solutions tailored to regional agricultural and business needs.
- We combine local market knowledge with national service capabilities.
- We prioritize proactive tax planning and compliance education for clients.
What people say
Deep tax expertise
Personalized SMSF guidance
Strong agricultural sector knowledge
Proactive compliance support
Experienced team
Services
Accounting & Tax
We provide comprehensive accounting and taxation services, including income tax returns, business activity statements, and GST reporting. Our experts ensure compliance with ATO regulations while optimizing financial strategies. Clients benefit from tailored advice on tax minimization and regulatory adherence.
Superannuation Services
Our SMSF specialists assist with fund establishment, administration, and compliance. Services include trust deed creation, tax return lodgement, and pension payment monitoring. We empower clients to take control of retirement planning through customized superannuation strategies.
Business Advisory
We offer strategic business advice covering cash flow management, profit improvement, and succession planning. Our team helps set financial targets, implement growth strategies, and navigate regulatory requirements to enhance business performance and sustainability.
IT & Software Solutions
We deliver IT infrastructure support, accounting software implementation, and cybersecurity solutions. Services include network design, data backup, and training for platforms like Xero and QuickBooks, ensuring businesses leverage technology for operational efficiency.
Financial Planning
Our financial planning services focus on personalized investment strategies and retirement planning. We assess individual goals to create tailored wealth management plans, integrating tax and superannuation expertise for holistic financial security.
People
David Graham
Partner
Chartered Accountant with 25+ years' experience specializing in taxation and agricultural accounting. Holds a Master of Taxation from UNSW and understands regional business needs through firsthand experience on grazing properties.
Anthony Lane
Financial Planning Partner
Certified Financial Planner with expertise in mortgage broking and compliance. Joined in 2019, bringing strategic financial solutions and a client-focused approach to wealth management and investment planning.
Jacko Potgieter
Partner
CPA and Chartered Tax Adviser specializing in business assurance. Expert in QuickBooks Online and Xero implementations, with a Graduate Diploma in Business Administration enhancing strategic advisory capabilities for business growth.
James O'Hara
Partner
Chartered Accountant with franchise management expertise. Joined in 2018, combining technical accounting skills with creative problem-solving to deliver innovative solutions for business and personal financial goals.
Paul Wainwright
Associate
Fellow CPA with 40+ years' experience in business taxation. Provides specialized knowledge in tax compliance and financial reporting, maintaining Fellow status with the Institute of Certified Practising Accountants since 1980.
Questions
What accounting services do you offer?
We provide tax returns, business activity statements, financial statements, and compliance reporting for businesses and individuals.
Do you specialize in regional business needs?
Yes, our team has extensive experience supporting agricultural and regional enterprises with tailored financial solutions.
Can you assist with SMSF administration?
We offer full SMSF lifecycle support including establishment, compliance reporting, and pension management using Class Software.
What technology services are available?
We provide accounting software implementation (Xero, QuickBooks), IT infrastructure support, and cybersecurity solutions for businesses.
How do you approach business succession planning?
We develop customized succession strategies considering family dynamics, legal requirements, and long-term business sustainability goals.
