Business Details
29 Years
experience
Trusted Accounting & Tax Services in Hawthorn
Established in 1997, Lloyd & Co & Co has built a reputation as a trusted partner in accounting and financial advisory services. Our team of experienced professionals delivers tailored solutions to individuals and businesses, combining technical expertise with a client-centric approach. We specialise in tax compliance, financial reporting, business advisory, and strategic planning, ensuring clients receive comprehensive support aligned with their goals. With a focus on innovation and integrity, we leverage a network of industry experts to provide value-added services that extend beyond traditional accounting.Our commitment to ongoing professional development ensures clients benefit from up-to-date knowledge of regulatory changes and best practices. We prioritise transparency, ethical standards, and personalised service, fostering long-term relationships built on trust. By handling complex financial matters, we empower clients to focus on growing their businesses while maintaining compliance and financial health.
Services
Tax Consulting
Bookkeeping
Financial Statements
Business Advisory
Succession Planning
Details
- Year established: 1997
Highlights and features
- We offer over 20 years of experience in accounting and tax advisory.
- Our team provides personalised service tailored to individual client needs.
- We maintain global expertise with local market knowledge.
- Our professionals hold certifications including Chartered Accountant and Registered Tax Agent.
- We prioritise transparency, ethical standards, and client education.
Associations and certifications
- Institute of Chartered Accountants Australia
- Tax Practitioners Board (TPB)
- CPA Australia
What people say
Experts in tax and business accounting
Genuine partner to our business
Exemplary service and expertise
Patient explanations of complex details
Highly recommend for accounting needs
Services
Tax Consulting
Our tax consulting service provides tailored strategies to optimise tax outcomes for individuals and businesses. We ensure compliance with evolving tax laws while identifying opportunities for savings. With expertise in income tax, CGT, GST, and business structuring, we deliver actionable advice to support financial efficiency and long-term planning.
Bookkeeping
We offer comprehensive bookkeeping solutions, including transaction processing, reconciliations, and BAS/IAS lodgements. Our team utilises leading software platforms to maintain accurate financial records, ensuring businesses have real-time visibility of their financial position. This service supports informed decision-making and regulatory compliance for small to medium enterprises.
Financial Statements
We prepare annual financial statements for all entity types, integrating client data to avoid duplication. Our reports meet tax and accounting requirements while providing insights into business performance. These statements form the foundation for budgeting, forecasting, and strategic planning, enabling clients to track progress toward financial goals.
Business Advisory
Our business advisory service offers strategic guidance on growth, risk management, and operational efficiency. We assist with budgeting, cash flow forecasting, and succession planning, helping clients navigate challenges and capitalise on opportunities. This service is designed to enhance profitability and sustainability through data-driven recommendations.
Succession Planning
We develop succession plans to ensure smooth leadership transitions and business continuity. Our approach identifies potential risks and key roles, preparing organisations for future changes. By aligning succession strategies with long-term objectives, we safeguard business stability and protect stakeholder interests during ownership transfers.
People
Daniel Vukic
Managing Director
Daniel Vukic, a Chartered Accountant with over 20 years' experience, leads Lloyd & Co & Co. He specialises in tax compliance, financial reporting, and business strategy, leveraging industry expertise to deliver client-focused solutions.
Shaun Lloyd
Founder
Shaun Lloyd & Co & Co established Lloyd & Co & Co in 1997 and served as its leader until 2018. A Fellow of CPA Australia, he built the firm's foundation of integrity and client partnership.
Questions
What accounting services do you offer?
We provide financial statements, bookkeeping, tax consulting, business advisory, and succession planning tailored to individual and business needs.
Are you available outside regular business hours?
Our standard hours are Monday-Friday 9am-5pm, but we offer flexible communication options for urgent matters.
Do you work with international clients?
Yes, we provide accounting services to clients globally, leveraging our expertise in cross-border financial matters.
How do you handle client referrals?
We maintain a network of trusted professionals for specialist referrals, ensuring comprehensive support while maintaining service quality.
What industries do you specialise in?
Our team has experience across diverse sectors, including retail, professional services, property, and technology businesses.
