Business Details
32 Years
experience
Your Pathway to Business Success in Werribee
Simon Jones is a firm of accountants based in Werribee, established in 1994 by Simon Jones with a vision to deliver 'big 6' level services to local businesses. Our team of experienced professionals focuses on understanding client needs, providing timely, high-quality tax, business, and accounting advice. We specialise in helping business owners grow profits and wealth through proactive strategies, including tax-effective planning, cloud accounting, and marketing support. Our services extend beyond compliance, offering niche expertise in industries like construction, healthcare, and hospitality. We prioritise client relationships, investing in skilled professionals to deliver results-driven solutions.Our unique approach includes free access to business growth resources and a commitment to helping clients work ON their business, not just IN it. With a focus on innovation, we combine technical expertise with practical advice to recession-proof businesses and maximise profitability. Our team lives and works in the same communities as our clients, ensuring deep local market understanding. We are recognised as business start-up specialists and advocates for cloud accounting software like Xero. Our mission remains to be your pathway to business success through tailored, forward-thinking advisory services.
Services
Bookkeeping
Tax Planning
Business Coaching
Cloud Accounting
Estate Planning
Financial Planning
Benchmarking
Business Structures
SMSF Services
Marketing Consultancy
Details
- Year established: 1994
Highlights and features
- We have over 30 years of local accounting expertise since 1994
- We implement cloud accounting solutions like Xero for real-time financial management
- Our team offers specialist services for builders, medical practitioners, and restaurants
- We provide free access to the Business Growth System with 2500+ marketing resources
- Our principal Simon Jones offers direct consultation for complex business challenges
Associations and certifications
- CPA Australia
Services
Cloud Accounting
Our cloud accounting solutions enable real-time financial management through platforms like Xero. Business owners gain 24/7 access to financial data from any device, with automatic backups and instant collaboration between clients and advisors. This system reduces record-keeping time by up to 60% while maintaining ATO compliance. We provide software selection, implementation, and training tailored to business size and complexity.
Business Coaching
We combine accounting expertise with strategic business coaching to improve profitability and operational efficiency. Our approach includes benchmarking against industry standards, KPI tracking, and implementation of the Business Growth System. Clients receive tailored action plans covering marketing effectiveness, cashflow management, and succession planning to create sustainable business value.
Tax Planning
Our tax services focus on legitimate minimisation strategies while maintaining compliance with Australian tax laws. We specialise in small business concessions, capital gains tax planning, and international tax matters. With quarterly legislative updates, we ensure clients benefit from current tax rulings while mitigating audit risks through proper documentation and ATO engagement.
SMSF Services
We provide comprehensive self-managed super fund solutions, including establishment, compliance, and investment strategy. Our services cover trust deed reviews, tax return preparation, and pension transitions. We educate clients on regulatory requirements while optimising tax-effective wealth transfer strategies. Annual health checks ensure ongoing compliance with ASIC and ATO standards.
Business Structures
We advise on optimal business structures considering tax efficiency, asset protection, and future exit strategies. Our analysis covers sole traders, partnerships, companies, and trusts with detailed comparisons of liability risks and tax implications. We provide restructuring guidance to minimise capital gains tax impacts and ensure alignment with long-term business objectives.
People
Simon Jones
Principal
Simon established the firm in 1994 after working with major accounting firms. He specialises in business advisory services and has mentored hundreds of business owners through start-up phases. His expertise spans tax strategy, cloud accounting implementation, and industry-specific solutions for construction and healthcare sectors.
Questions
What accounting software do you recommend for small businesses?
We recommend cloud-based solutions like Xero or MYOB Live depending on business needs. Our selection considers factors like inventory requirements, payroll complexity, and integration capabilities with other business systems.
Do you specialise in any particular industries?
We have specialist expertise in construction, healthcare, hospitality, and professional services sectors. Our team understands industry-specific challenges and compliance requirements for these niches.
What tax services do you offer for new businesses?
We provide entity structure advice, GST registration, initial tax return preparation, and ongoing compliance services. New businesses receive guidance on tax minimisation strategies and cashflow management.
Can you help with business exit strategies?
Yes, we offer succession planning, business valuation, and exit strategy development. Our services include tax-effective transfer options and preparation for sale or intergenerational transfer.
Do you offer fixed-fee accounting services?
We provide tailored pricing options including fixed-fee packages for bookkeeping and monthly accounting services. Custom quotes are available for advisory and specialist services.
What is included in your business coaching package?
Our coaching includes financial benchmarking, KPI development, marketing strategy, and operational efficiency reviews. Clients receive access to our Business Growth System resources and regular strategy sessions.
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