Business Details
22 Years
experience
Your Trusted Accountants in Maclean, NSW
AB Accounting Maclean has been a trusted public accounting practice since 2004, building on decades of expertise in financial advisory and tax services. Our team prioritizes personalized client relationships, delivering tailored solutions in taxation, business planning, and asset protection. With a focus on innovation and adaptability, we empower clients to achieve financial growth through strategic advice and comprehensive accounting services. Our director, Joanne Worboys, brings over 30 years of experience and specialized knowledge in self-managed superannuation funds and succession planning.We serve diverse industries including primary producers, medical practices, and small businesses, ensuring compliance and optimizing financial outcomes. Our commitment to excellence is reflected in our proactive approach to tax minimization, cash flow management, and business strategy development.
Services
Tax Services
Business Advisory
Bookkeeping
Self-Managed Superannuation Funds
Succession Planning
Estate Planning
Farm Accounting
Rental Property Management
Valuations
Details
- Year established: 2004
Highlights and features
- We offer over 30 years of combined experience in accounting and tax advisory.
- Our team provides tailored financial strategies for individual client needs.
- Director holds specialist qualifications in self-managed superannuation funds.
- We implement innovative client-focused accounting software solutions.
- Proven expertise in succession planning and business exit strategies.
Associations and certifications
- Tax Practitioners Board
- Certified Practicing Accountants Australia
Services
Tax Services
We provide comprehensive taxation services including income tax returns, GST/FBT obligations, and ATO audit assistance. Our proactive approach minimizes tax liabilities while ensuring compliance. Clients benefit from tailored strategies for tax-effective trust structures and asset protection.
Business Advisory
Our business advisory services focus on cash flow forecasting, budgeting, and strategic growth planning. We help clients develop KPIs, conduct benchmarking analyses, and create succession plans. Our expertise supports informed decision-making for long-term business sustainability.
Self-Managed Superannuation Funds
We specialize in establishing and managing self-managed superannuation funds. Services include trust deed preparation, compliance reporting, and tax benefit advice. Our team ensures regulatory compliance while optimizing retirement savings strategies for individual clients.
Bookkeeping
Our bookkeeping services include transaction recording, financial statement preparation, and payroll management. We use cloud-based accounting software to maintain accurate records, enabling real-time financial insights for better business decision-making.
Succession Planning
We develop customized succession plans to ensure smooth business transitions. Our services cover ownership structure analysis, valuation assessments, and legal documentation. We minimize disruptions while preserving business value during ownership changes.
People
Joanne Worboys
Director
Fellow Certified Practicing Accountant with over 30 years' experience. Specializes in taxation, business planning, and self-managed superannuation funds. Holds a Bachelor of Business Degree and Financial Planning Diploma. Principal of AB Accounting since 2004.
Questions
What accounting software do you recommend?
We recommend Xero, MYOB, and BankLink based on business requirements. Our team provides training and implementation support for optimal software utilization.
Do you offer business startup assistance?
Yes, we help with business structure selection, cash flow projections, funding applications, and registration processes including ABN and ASIC requirements.
How are tax disputes resolved?
Initial disputes are addressed by your accountant via email. If unresolved within 3 business days, our director conducts a formal investigation with resolution proposed within 14 days.
What specialist farming services do you provide?
We offer farm budgeting, cash flow analysis, ownership structure advice, and seasonal planning tailored to agricultural businesses and primary producers.
Reviews (2)
Sarah Littlewood
Oct 14, 2017
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What a wonderful place to work - with professionals that operate with integrity. We are a friendly team that provide the best service in town!
Simon
Jun 11, 2017
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An accountant interested in the success of my business, you got me. Online, connected and communicative, brilliant service all round from the ABA team.
