Business Details
50+ Years
experience
Your Trusted Partner for Accounting Solutions
Established in 1905, Davidsons Bookkeeping Services has built a legacy of delivering specialist accounting and business advisory services to clients across Geelong, Torquay, and beyond. Our firm prioritises long-term partnerships, upfront pricing, and tailored solutions to address the financial needs of small family businesses, large corporations, individuals, and not-for-profit organisations. With a client-first ethos, we focus on creating trusted relationships, fostering community engagement, and maintaining a forward-thinking approach to financial strategy. Our team of dedicated professionals offers expertise in taxation, business transition, audit and assurance, cloud accounting, and self-managed superannuation funds (SMSFs), ensuring comprehensive support for clients at every stage of their financial journey.Backed by over a century of experience, we combine technical proficiency with accessible service to help clients achieve their strategic goals. Our commitment to innovation and ethical practices positions us as a leader in the accounting industry, while our local roots ensure a deep understanding of regional business dynamics. By leveraging strong relationships with associate organisations, we provide seamless access to complementary professional services, ensuring holistic solutions for our clients.
Services
Taxation Services
Business Transition
Audit and Assurance
Cloud Bookkeeping
SMSF Services
Company Secretarial
Virtual CFO
Business Advisory
Personal Tax Returns
Risk Management
Details
- Year established: 1905
Highlights and features
- We offer over 100 years of experience in accounting and business advisory services.
- Our client-first approach ensures tailored solutions for financial growth and compliance.
- We provide specialist expertise in SMSFs, business succession, and audit services.
- Our team maintains transparent pricing and accessible, personalised service.
- We combine local knowledge with national and international service capabilities.
What people say
Reliable, trustworthy advice
Ongoing support
Responsive and friendly service
Services
Taxation Services
Our tax accountants provide future-focused solutions for compliance, planning, and asset protection. We manage financial statements, tax lodgements, and statutory returns while offering strategic advice on GST, payroll tax, and capital gains. Clients benefit from ethical tax minimisation strategies tailored to individuals, trusts, and corporations.
Business Transition and Succession
We specialise in maximising business value during ownership transfers. Our services include valuations, cross-insurance reviews, and succession strategy development. Clients receive guidance on tax-efficient transitions to new owners or future generations, ensuring long-term financial security for business owners and their families.
Audit and Assurance Services
We deliver statutory and compliance audits for private businesses, not-for-profits, and government bodies. Our team provides risk assessments, internal control reviews, and SMSF audits. Clients gain confidence in financial reporting accuracy and regulatory compliance through our director-led, holistic approach.
Cloud Consulting and Bookkeeping
Our cloud-based bookkeeping services streamline financial management with automated systems and real-time reporting. We handle payroll, BAS lodgements, and software integrations for MYOB, Xero, and QuickBooks. Clients benefit from cost-effective solutions that improve cash flow visibility and operational efficiency.
Self Managed Superannuation Funds (SMSFs)
We offer end-to-end SMSF services including establishment, compliance, and administration. Our team provides investment structuring advice, pension planning, and annual reporting. Clients receive proactive guidance on legislative changes and intergenerational wealth transfer strategies to optimise retirement outcomes.
People
Justin McGrath
Managing Director
Justin leads our business advisory team with over 20 years of experience in strategic financial planning. He specialises in helping SMEs navigate growth challenges and succession planning while maintaining a strong focus on client relationships.
Kylie McEwan
Director
Kylie oversees tax advisory services, combining technical expertise with practical solutions for high-net-worth individuals and corporations. Her focus on ethical tax minimisation strategies has earned recognition across Geelong's business community.
Clinton Fraser
Director
Clinton specialises in business transition and succession planning. With a background in audit and assurance, he helps business owners maximise value during ownership transfers while ensuring tax-efficient outcomes for retirement.
Stephen Kirtley
Director
Stephen leads our audit and assurance division, providing compliance expertise to corporations and not-for-profits. His 25-year career includes complex regulatory audits and risk management solutions for Victorian businesses.
Lucy Partridge
Director
Lucy manages SMSF services, offering strategic advice on superannuation compliance and retirement planning. Her client-focused approach ensures tailored solutions for individuals and trustees navigating legislative changes.
Questions
What accounting services does Davidsons offer for small businesses?
We provide tax compliance, business advisory, cloud accounting, and succession planning tailored to small businesses. Our Better Business Program helps identify growth opportunities and manage financial risks.
How can Davidsons assist with SMSF management?
We offer SMSF establishment, compliance audits, pension planning, and investment structuring. Our team ensures regulatory adherence while optimising retirement savings strategies for trustees.
Do you offer virtual CFO services for remote clients?
Yes, our virtual CFO services include financial reporting, budget preparation, and governance support for businesses across Victoria and interstate, delivered by CAANZ-qualified professionals.
What areas does Davidsons serve beyond Geelong?
We support clients in Torquay, the Western District, throughout Victoria, and interstate, combining local expertise with scalable solutions for regional and national businesses.
How does Davidsons ensure compliance with tax regulations?
Our tax specialists stay updated on legislative changes and provide proactive advice on GST, payroll tax, and international taxation to ensure compliance for individuals and corporations.
What is the Better Business Survey and how does it help?
This free assessment identifies business risks and strengths across 10 key areas, providing a personalised scorecard to guide strategic improvements and financial decision-making.
