Business Details
Your Trusted Accounting Partner in Geraldton
At Ascend Business Results, we are dedicated to empowering businesses through a holistic approach to accounting and advisory services. With over two decades of experience, our team combines the expertise of large firms with the personalized touch of a boutique practice. Led by Certified Public Accountant Brendon Davies, we prioritise understanding each client's unique needs to deliver tailored strategies that align with their goals. Our cloud-based operations allow us to serve clients across Australia, while our deep roots in Geraldton ensure local market insights. We pride ourselves on building long-term relationships, offering exceptional client experiences, and staying ahead of industry changes to provide forward-thinking solutions.Our commitment to excellence has earned us recognition, including the 2022 Midwest Chamber of Commerce Best Small Business award. By addressing both expressed and unexpressed requirements, we ensure every client receives the support they deserve. Our team's diverse expertise spans tax planning, compliance, SMSF management, and strategic advisory, making us a comprehensive partner for business growth. We believe success begins with a conversation and offer free, no-obligation initial consultations to start your journey towards achieving your vision.
Services
Business Advice
Tax Planning
Tax & BAS Compliance
SMSF Management
Company Setup
Company Secretarial
Profit Improvement
Employer Compliance
Succession Planning
Advisory Services
Highlights and features
- We offer 20+ years of CPA-led accounting expertise tailored to your business needs.
- Our cloud-based services provide flexibility for clients Australia-wide.
- We combine large-firm expertise with boutique-style personalized service.
- Our team holds specialist accreditations including CPA and FTIA memberships.
- We prioritise understanding your unique business goals before delivering solutions.
Associations and certifications
- CPA Australia
- Taxation Institute of Australia (FTIA)
What people say
Invaluable assistance
Successful business achievements
Always have time to assist
Professionals
Go-to choice
Services
Business Advice
Our strategic business advice helps companies navigate growth opportunities and operational challenges. With a holistic approach considering all aspects of your business, we provide actionable insights for sustainable success. Our CPA-led team delivers tailored recommendations aligned with your specific goals and market conditions.
Tax Planning
Maximise financial potential through our comprehensive tax planning services. We develop custom strategies to minimise liabilities while ensuring compliance with evolving regulations. Our expertise helps businesses identify legitimate savings opportunities and optimise their tax positions year-round.
SMSF Management
Specialist SMSF management services ensure regulatory compliance and optimal fund performance. We guide clients through setup, ongoing administration, and strategic investment decisions. Our team maintains deep expertise in SMSF taxation to protect and grow your retirement assets effectively.
Company Setup
Establishing strong foundations for new businesses through expert entity selection and registration. We guide clients through choosing the most appropriate structure while considering liability protection and tax efficiency. Our service includes complete setup of companies, trusts, and SMSFs with ongoing compliance support.
Advisory Services
Beyond traditional accounting, our advisory services provide strategic direction for long-term growth. We assist with budgeting, cash flow management, and performance analysis to help businesses make informed decisions. Our approach combines financial expertise with industry-specific insights to drive sustainable success.
People
Brendon Davies
Director/Owner, CPA
With over 20 years' experience, Brendon leads with CPA accreditation and FTIA membership. His expertise spans all business sizes, combining technical knowledge with community engagement. Outside work, he enjoys windsurfing and local board memberships.
Clarissa Frater
Client Service & Office Manager
Bringing diverse experience from hospitality and banking, Clarissa ensures exceptional client experiences. Her passion for cooking and literature complements her dedication to client satisfaction. She creates welcoming interactions that reflect our business values.
Morgan Dickson
Undergraduate Accountant
Currently pursuing certification, Morgan benefits from Brendon's mentorship. His enthusiasm for learning and gaming reflects our commitment to growth. He contributes fresh perspectives while developing technical expertise in accounting practices.
Carien Breytenbach
Director of First Impressions & Administration
Ensuring positive client journeys, Carien manages initial interactions with professionalism. Her attention to detail and friendly approach create lasting first impressions. Outside work, she enjoys family movie nights and social gatherings.
Questions
What accounting services do you offer?
We provide tax planning, compliance, SMSF management, business advisory, company secretarial services, and strategic guidance for growth.
How are you different from other accountants?
We combine large-firm expertise with boutique-style personal service, offering free initial consultations and cloud-based flexibility for nationwide clients.
Do you work with businesses outside Geraldton?
Yes, our cloud-based services allow us to support clients across Australia while maintaining local Mid West market knowledge.
How does your consultation process work?
We begin with a free, no-obligation appointment to understand your business goals before developing tailored strategies for your success.
What qualifications do your team hold?
Our team includes CPA-qualified professionals and Taxation Institute members with decades of combined industry experience and ongoing accreditation.
Have you received industry recognition?
Yes, we were awarded the 2022 Midwest Chamber of Commerce Best Small Business for our client-focused approach and service excellence.
Reviews (3)
Steph Sivwright
Oct 01, 2019
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I Always come to Brendon and the team at Ascend for my tax return. Brendon is very knowledgeable, efficient and goes above and beyond to ensure I get the best results. Thanks again!
Ehsan Haque
Mar 21, 2019
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Have been with Brendon and his team for close to 15years. He has always worked in our best interests. Great service and knowledge of tax.
Lee Corrigan
Aug 04, 2018
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Good man with a good heart runs an excellent business with his client's needs uppermost in his dealings. You can't do any better than Brendan at Ascend Business Results.
