Business Details
35 Years
experience
Trusted Accountants for Small and Family-Owned Businesses
Established in 1991, Pellegrino Perri Accountants & Financial Planners has built a reputation as a trusted partner for small and family-owned businesses in Warrawong. Our team brings decades of combined experience in accounting and financial planning, offering personalized solutions tailored to each client's unique needs. As a locally owned firm, we prioritise understanding our clients' financial goals and challenges, ensuring compliance while maximising returns. Our commitment to integrity, technical expertise, and customer service has earned us long-term relationships with clients who value transparency and ethical practices. We specialise in simplifying complex financial processes, from tax compliance to business structuring, empowering clients to focus on growth.With certifications from CPA Australia and regulatory authorisations, our expertise is backed by industry-recognised credentials. Client testimonials highlight our approachability, reliability, and ability to make financial management stress-free. Whether supporting individuals with personal tax or guiding SMEs through compliance, we combine technical proficiency with a human touch. Our core values of respect, knowledge, and service drive every decision, ensuring clients feel confident and supported. This dedication to excellence positions us as a cornerstone of financial advisory services in the Illawarra region.
Services
General Taxation
Business Accounting
Financial Planning
Small Business Advice
Estate Planning
Details
- Year established: 1991
Highlights and features
- We offer 30+ years of accounting expertise tailored to local businesses
- Our team holds CPA Australia certifications and ATO tax agent authorisation
- Personalised approach ensures solutions aligned with individual client needs
- Proven track record in maximising tax returns while maintaining compliance
- Locally owned firm deeply invested in Warrawong business community
Associations and certifications
- Australian Taxation Office (ATO)
- CPA Australia
What people say
Trusted advisors
Tax compliance experts
Personalised approach
Stress-free processes
Long-term relationships
Services
General Taxation
Comprehensive tax preparation and advisory services for individuals and businesses. Our expertise covers income tax returns, deductions optimisation, and compliance with ATO regulations. We specialise in simplifying complex tax scenarios for property investors, contractors, and small business owners. Our proactive approach ensures clients maximise legitimate refunds while maintaining full regulatory compliance.
Business Accounting
End-to-end accounting solutions for SMEs including BAS/IAS preparation, payroll management, and financial reporting. We assist with business structure selection, cashflow management, and compliance strategies. Our services help businesses maintain accurate records while providing strategic financial insights to support growth decisions.
Financial Planning
Personalised financial planning covering investment strategies, retirement planning, and debt management. As authorised representatives of InterPrac Financial Planning, we offer tailored advice aligned with life goals. Our approach combines technical expertise with practical solutions for long-term financial security.
Small Business Advice
Specialised advisory services for SMEs including business planning, growth strategies, and compliance frameworks. We provide guidance on market analysis, financial forecasting, and operational systems. Our support helps businesses navigate regulatory requirements while implementing sustainable growth strategies tailored to their industry.
Estate Planning
Comprehensive estate planning services including wills, trusts, and power of attorney arrangements. We help clients structure asset distribution while considering tax implications and family needs. Our approach ensures legal compliance and provides peace of mind through documented healthcare directives and succession plans.
People
Robert Perri
Principal Accountant
Fellow of CPA Australia with 30+ years' experience, Robert holds a Bachelor of Economics and Diploma of Financial Services. Specialising in SME advisory, he combines technical expertise with local business knowledge. His community-focused approach has made him a trusted advisor in Warrawong since 1991.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including BAS/IAS, payroll, financial reporting, business structure advice, and compliance strategies tailored to SME needs.
Are you qualified to provide financial planning advice?
Yes, as Corporate Authorised Representatives of InterPrac Financial Planning (AFSL 246638), we offer licensed financial planning services covering investments and retirement strategies.
How do you help businesses with tax compliance?
We ensure ATO compliance through accurate tax return preparation, deductions optimisation, and proactive advice on changing regulations affecting businesses.
What areas do you service?
Primarily serving Warrawong and the Illawarra region, we also support clients across NSW through digital communication tools.
Can you assist with starting a new business?
Yes, we provide setup guidance including structure selection, accounting system implementation, and compliance frameworks for new businesses.
Reviews (1)
C. T.
Oct 05, 2019
Report
I have engaged the professional services of PellegrinoPerri for over 15 years. The whole team makes you feel like family, reassured and looked after. Im not just a number. This firm is up to date and has helped me with my personal tax and small business tax. I can always count on them. Thanks Rob, Vicki and Kice. I wouldnt go anywhere else. 5 Stars from me.
