Business Details
Your Trusted Partner for Accounting Solutions
At Cbd Accounting, we are dedicated to delivering timely and accurate financial reporting services tailored to the unique needs of businesses. Our expertise in tax planning and compliance ensures clients can navigate complex regulations while minimising liabilities. With decades of combined experience, our partners lead client relationships directly, offering strategic advice on growth, wealth creation, and business management.We specialise in serving corporate enterprises, private clients, and owner-managed businesses, prioritising transparency and accessibility. Our commitment to in-house service delivery guarantees data privacy and adherence to strict deadlines, fostering trust and long-term partnerships.
Services
Accounting Services
Tax Compliance
Business Advisory
Superannuation
Audit and Assurance
Wealth Management
Growth Strategies
Corporate Tax Planning
Highlights and features
- We offer partner-led advisory services with direct client engagement.
- Our team specialises in tax compliance for corporate and owner-managed businesses.
- We prioritise timely delivery of financial reports within 3-8 weeks for businesses.
- Our expertise spans growth strategies, wealth creation, and superannuation compliance.
- We maintain in-house service delivery to ensure data privacy and quality control.
Associations and certifications
- CPA Australia
- Institute of Public Accountants
- Institute of Chartered Accountants
- Taxation Institute Australia
Services
Accounting Services
We provide comprehensive accounting services including financial statement preparation for companies, trusts, and not-for-profits. Our team ensures accurate record-keeping and compliance with regulatory standards. Partner with us for audit-ready financial reports tailored to your business structure.
Tax Compliance
Our tax compliance services cover income tax returns, GST, and payroll tax for businesses and individuals. We offer strategic tax planning to minimise liabilities while staying current with legislative changes. Benefit from expert guidance on corporate tax structures and salary packaging.
Business Advisory
We deliver custom business advisory services focusing on growth strategies, compliance, and wealth creation. Our team works closely with clients to develop practical solutions for operational efficiency, risk management, and long-term profitability across diverse industries.
Superannuation
Specialist superannuation services include SMSF compliance, tax advice, and fund administration. We help clients navigate self-managed superannuation regulations to optimise retirement savings while ensuring adherence to annual reporting requirements.
Audit and Assurance
We conduct audit and assurance services for self-managed superannuation funds and businesses. Our processes verify financial accuracy and regulatory compliance, providing stakeholders with confidence in reported financial data and operational transparency.
People
Rodney Forrester
Partner
Rodney Forrester has over 35 years of experience in tax and accounting, specialising in business growth strategies. He partners with corporate clients and owner-managed businesses, offering tailored advice based on deep industry knowledge and practical insights.
Alex Korfiatis
Partner
Alex Korfiatis brings 30+ years of accounting expertise, serving as a director on the Institute of Public Accountants board. He advises corporate enterprises on tax compliance, business structuring, and wealth management, combining academic qualifications with hands-on industry experience.
Questions
What accounting services do you offer for small businesses?
We provide financial statement preparation, audit services, and compliance support tailored to small businesses, ensuring accurate reporting and regulatory adherence.
How can your firm help with tax planning?
Our tax planning services include structuring advice, salary packaging, and compliance strategies to minimise liabilities while aligning with your business goals.
Do you specialise in superannuation fund compliance?
Yes, we offer SMSF administration, tax compliance, and strategic advice to optimise retirement savings while meeting annual reporting requirements.
What areas do you serve?
We primarily serve businesses in Sydney CBD, with clients across Australia seeking expert accounting and advisory services.
How quickly do you complete tax assignments?
We complete business tax assignments within 3-8 weeks and individual returns within 1-4 weeks, ensuring timely compliance.
Are your services conducted in-house?
Yes, all client work is completed in-house in Australia to maintain data privacy and quality control standards.
