Business Details
29 Years
experience
Trusted Accountants in Rosewood QLD
Established in 1997, our firm has built a reputation for delivering personalized accounting and taxation services tailored to individual and business needs. With over 25 years of combined experience, our team of qualified professionals specializes in tax preparation, financial reporting, and audit services for diverse clients including sole traders, companies, trusts, and not-for-profit organizations. We prioritize client satisfaction through comprehensive tax advice, strategic minimization strategies, and compliance with evolving regulatory requirements. Our services extend to bookkeeping, payroll processing, business registrations, and financial planning, supported by electronic lodgement systems for efficient Australian Tax Office submissions. Operating from Rosewood, we serve local, interstate, and international clients via face-to-face consultations, telephone, and email appointments.Our commitment to continuity and reliability is reflected in our long-standing client relationships and community-focused approach. We maintain professional affiliations, including membership in the Institute of Public Accountants, to ensure adherence to industry standards. Client education remains central to our practice, with guidance on record-keeping practices to optimize cost-efficiency. Our multidisciplinary approach connects clients with specialist partners for legal and financial services. This enduring philosophy of watching over financial affairs continues to guide our practice for every client interaction.
Services
Tax Preparation
Financial Reporting
Audit Services
Bookkeeping
Business Registrations
Details
- Year established: 1997
Highlights and features
- Personalized service tailored to individual client needs
- 25+ years combined experience in Australian taxation and accounting
- Specialized tax minimization strategies within legal frameworks
- Comprehensive audit services for not-for-profit organizations
- Flexible appointment options via phone, email, and face-to-face
Associations and certifications
- Institute of Public Accountants (IPA)
Services
Tax Preparation
We prepare and lodge tax returns for individuals, sole traders, companies, trusts, and superannuation funds. Our process includes identifying eligible deductions, optimizing refunds, and utilizing electronic lodgement systems for timely submission to the Australian Tax Office while ensuring compliance with current regulations.
Financial Reporting
Our financial reporting services cover profit and loss statements, balance sheets, and cash flow analysis for businesses. We ensure accurate documentation for regulatory compliance and provide insights to support strategic decision-making through detailed financial performance assessments.
Audit Services
We conduct audits for not-for-profit organizations, school P&Cs, and trust funds. Our audit process verifies financial accuracy, ensures compliance with regulatory standards, and provides recommendations for improved financial management and governance practices.
Bookkeeping
Our bookkeeping services include payroll processing, transaction recording, and financial statement preparation. We maintain accurate day-to-day financial records using modern accounting software to ensure businesses maintain compliance and have real-time financial visibility.
Business Registrations
We assist with business registrations including ABN, GST, TFN, and PAYG applications. Our services cover company and trust incorporations, corporate secretarial work, and licensing requirements to ensure proper legal establishment and compliance for new businesses.
People
Kerri Murphy
Accountant/Owner
MIPA-qualified accountant with 20+ years' experience, owning Wards Tax & Accounting since 2014. Holds a Bachelor of Electronic Commerce and specializes in tax compliance and business advisory services for diverse industries.
Ashleigh Vella
Accountant
Bachelor of Business graduate with international experience, providing face-to-face tax consulting since joining the team in 2021. Specializes in individual and small business taxation requirements across multiple industries.
Natalie McCallum
Accountant
Qualified accountant with specialist expertise in not-for-profit auditing. Joined the firm in 2015, focusing on improving financial processes and ensuring compliance with regulatory requirements for community organizations.
Donna
Assistant Accountant
Cert IV qualified accounting professional with extensive payroll experience. Provides bookkeeping support to the team since 2020, utilizing advanced Xero processing capabilities for efficient financial management.
Sonia Ware
Receptionist/Office Admin
Office administrator with bookkeeping expertise, managing client communications and office operations. Brings business management experience and technical proficiency in Xero accounting software to support daily operations.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statements, budgeting, cash flow management, and GST/BAS preparation for small businesses across various industries.
Can you assist with business registrations?
Yes, we handle ABN, GST, TFN, PAYG registrations, company/trust incorporations, and corporate secretarial work to establish your business legally and efficiently.
Do you offer audit services for not-for-profit organizations?
We specialize in audits for school P&Cs, tuck shops, associations, and trust funds, ensuring compliance with financial reporting standards and regulatory requirements.
