Business Details
Trusted Accounting & Business Advisory Services in Geraldton
At Ascend Business Results, we pride ourselves on delivering a holistic approach to accounting and business advisory services, tailored to strengthen businesses and ensure financial security. Led by Brendon Davies, a Certified Public Accountant with over two decades of experience, our team combines the expertise of large firms with the personalized service of a boutique practice. Based in Geraldton, we serve clients across the Mid West region and Australia through cloud-based solutions. Our commitment to understanding each client's unique needs allows us to provide customized advice that aligns with their goals.We specialize in business management, tax planning, SMSF compliance, and more, supported by a team of specialists dedicated to every facet of financial success. Recognized with the 2022 Midwest Chamber of Commerce Best Small Business award, we prioritize relatable, approachable service that breaks traditional accounting stereotypes. Our focus remains on genuine care, strategic guidance, and empowering clients to achieve sustainable growth.
Services
Business Advice
Tax Planning
Tax & BAS Compliance
Self-Managed Super Fund
Company Establishment
Company Secretarial Services
Profit Improvement
Employer Compliance
Succession Planning
Advisory Services
Highlights and features
- We offer over 20 years of experience in holistic accounting and business advisory services.
- Our cloud-based platform provides nationwide accessibility while maintaining personalized service.
- We combine the expertise of large firms with the flexibility of a boutique practice.
- Awarded the 2022 Midwest Chamber of Commerce Best Small Business for client satisfaction.
- Our team addresses both expressed and unexpressed business requirements for tailored solutions.
Associations and certifications
- CPA
- Taxation Institute of Australia (FTIA)
What people say
Invaluable assistance
Personalized service
Professionalism
Best Small Business award
Relatable approach
Services
Business Advice
Our strategic business advice focuses on growth strategies, financial analysis, and operational efficiency. We provide insights tailored to your industry, ensuring alignment with long-term goals while addressing immediate challenges. Clients benefit from our holistic approach and deep understanding of business dynamics.
Tax Planning
We develop personalized tax strategies to minimize liabilities and maximize savings. Our team stays updated on regulatory changes to ensure compliance while identifying opportunities for tax efficiencies. Services include planning for individuals, businesses, and complex structures.
Tax & BAS Compliance
We handle tax return preparation and lodgment for individuals and businesses, ensuring adherence to Australian tax laws. Our services cover BAS/IAS reporting, payroll tax, and superannuation guarantee compliance with accuracy and timeliness.
Self-Managed Super Fund
Our SMSF specialists provide compliance and strategic advice for self-managed superannuation funds. We assist with setup, annual audits, tax returns, and investment strategy optimization to ensure regulatory adherence and long-term growth.
Company Secretarial Services
We streamline corporate compliance by managing documentation, ASIC filings, and governance requirements. Our services ensure businesses meet statutory obligations efficiently, allowing owners to focus on operational priorities without regulatory concerns.
People
Brendon Davies
Director/Owner, CPA Accredited
With over 20 years as a CPA, Brendon provides strategic guidance to businesses. He holds a Bachelor of Business and FTIA accreditation, combining technical expertise with community engagement to drive client success.
Clarissa Frater
Client Service & Office Manager
Clarissa delivers exceptional client experiences, leveraging her background in hospitality, retail, and banking. Her focus on personalized service ensures clients feel valued and supported throughout their journey.
Morgan Dickson
Undergraduate Accountant
Morgan is pursuing accounting certification under Brendon's mentorship. His dedication to growth and learning reflects our commitment to nurturing talent and providing quality service to clients.
Carien Breytenbach
Director of First Impressions & Administration
Carien ensures positive client interactions from the first contact. Her attention to detail and friendly approach create a welcoming environment, supporting seamless administrative operations for the team.
Questions
What accounting services do you offer?
We provide tax planning, compliance, SMSF management, business advisory, company secretarial services, and succession planning tailored to your needs.
How are you different from other accountants?
Our holistic approach combines large-firm expertise with boutique personalization, supported by 20+ years of experience and local community knowledge.
Do you work with businesses outside Geraldton?
Yes, our cloud-based services allow us to support clients across the Mid West region and Australia-wide.
Can I get a free initial consultation?
Yes, we offer a free, no-obligation initial appointment to understand your business goals and vision.
What awards have you received?
We were honored with the 2022 Midwest Chamber of Commerce Best Small Business award for client satisfaction and service excellence.