Business Details
18 Years
experience
Trusted Accountants for Small and Medium Businesses
Established in 2008, Fitzpatrick Accounting has built a reputation for empowering small and medium businesses to thrive. With 23 years of combined expertise in accounting, financial advice, and business strategy, our team prioritises understanding each client's unique needs through active listening and industry-specific insights. As a CPA Practice, we adhere to rigorous professional standards while offering tailored solutions for business structuring, tax planning, and growth strategies.Our collaborative approach extends to a network of trusted professionals in Toowoomba, ensuring comprehensive support for clients' financial and operational challenges. We focus on building long-term partnerships, with client testimonials highlighting our ability to provide trustworthy guidance during critical business milestones such as expansions, franchise acquisitions, and succession planning.
Services
Business Structures
Due Diligence
Asset Protection
Tax Minimisation
Business Valuations
Superannuation (SMSF)
Financial Statements
Tax Returns
BAS/GST Services
BSA Reviews
Details
- Year established: 2008
Highlights and features
- We offer 23 years of combined accounting and business advisory experience
- Our CPA accreditation ensures adherence to national professional standards
- Collaborative network of Toowoomba-based financial and legal professionals
- Proven track record in business expansions and franchise acquisitions
- Client-focused approach with personalised financial guidance
Associations and certifications
- CPA Australia
What people say
Expert advice
Trusted accountant
Grateful for guidance
Rapid growth management
Approachable professionals
Services
Business Structures
We help clients select optimal business structures to minimise liability and maximise tax efficiency. Our expertise covers sole traders, partnerships, trusts, and companies. We provide strategic guidance on legal requirements, compliance obligations, and long-term financial implications.
Tax Minimisation
Our tax minimisation strategies combine legislative knowledge with industry-specific insights. We identify legitimate deductions, implement proactive planning techniques, and ensure compliance with ATO requirements. Services include income tax planning and GST/BAS lodgement assistance.
Business Valuations
We provide accurate business valuations for mergers, acquisitions, or succession planning. Our approach considers financial performance, market conditions, and industry benchmarks. This service supports informed decision-making during business transitions or expansion phases.
Superannuation (SMSF)
Specialist self-managed super fund services covering establishment, compliance, and investment strategy. We ensure adherence to regulatory requirements while optimising retirement outcomes through tailored asset allocation and tax-effective structures.
Due Diligence
Comprehensive due diligence assessments for business acquisitions. We evaluate financial health, identify risks, and analyse goodwill valuation. Our reports support informed purchasing decisions and post-acquisition integration planning.
People
David Fitzpatrick
Principal
B.Com CPA with 23 years' experience in accounting and business advisory. Specialises in SME growth strategies and tax planning. Committed to delivering practical solutions that align with clients' long-term objectives.
Questions
What accounting services do you specialise in?
We specialise in business structuring, tax planning, SMSF management, business valuations, and due diligence assessments for SMEs.
How do you support business expansions?
We provide strategic guidance on financing options, risk management, and operational restructuring to ensure sustainable growth.
Are you a CPA-accredited firm?
Yes, we are a CPA Australia-accredited practice with 23 years' combined experience in accounting and business advisory.
Do you offer initial consultations?
Yes, we offer initial consultations to discuss your business needs and develop tailored financial strategies.
What areas do you service?
We primarily service Toowoomba and surrounding South Queensland regions with local business expertise.
How do you handle tax compliance?
We manage all aspects of tax compliance including returns, GST/BAS lodgements, and ATO representation.
