Business Details
38 Years
experience
Trusted Accountants in Castlemaine
Established in 1988 by Ken Grimes, our firm has evolved from a home-based tax practice into a respected accounting and financial planning practice based in Castlemaine. With over 30 years of combined experience, we specialise in delivering tailored solutions for small businesses and individuals. Our team of five professionals is structured to provide dedicated support, with client managers handling day-to-day matters and partners focusing on strategic planning. We prioritise deep client relationships, ensuring each client receives personalised attention to their unique circumstances. Our reputation for high-quality advice and friendly service has been built through consistent delivery of results-driven solutions.We maintain rigorous professional standards, adhering to regulatory requirements and industry best practices. Our commitment to excellence is reflected in our long-standing client relationships and the trust placed in us by our community. We continuously invest in professional development to stay at the forefront of accounting and financial planning expertise. Our practice combines technical proficiency with practical business insights to help clients achieve their financial objectives. This enduring approach has made us a trusted partner for businesses and individuals seeking comprehensive financial services.
Services
Bookkeeping
Taxation Services
Financial Planning
Business Advisory
SMSF Administration
Payroll Services
Strategic Planning
Risk Management
Portfolio Management
Estate Planning
Details
- Year established: 1988
Highlights and features
- We offer 30+ years of combined experience in accounting and financial planning
- Our dedicated client support teams ensure personalised service delivery
- Specialised strategic tax planning and business advisory capabilities
- Financial planning services through an authorised representative of Count Financial Limited
- Proven track record of client referrals from satisfied small business clients
Associations and certifications
- Count Financial Limited
Services
Accounting Services
We provide comprehensive accounting solutions including bookkeeping, financial reporting, and business advisory services. Our experienced team ensures accurate financial records and strategic guidance for small businesses. With tailored support, we help clients maintain compliance while optimising their financial operations.
Taxation Services
Our taxation expertise covers individual and business tax returns, GST reporting, and strategic tax planning. We help clients navigate complex tax regulations while identifying legitimate opportunities to minimise tax liabilities. Our proactive approach ensures compliance with evolving tax legislation.
Financial Planning
Through our partnership with Count Financial Limited, we offer tailored financial planning solutions. Services include investment advice, retirement planning, and wealth accumulation strategies. Our authorised representatives provide comprehensive guidance aligned with clients' long-term financial goals.
Business Advisory
We deliver strategic business advice covering cash flow management, succession planning, and growth strategies. Our team provides actionable insights to enhance business performance and sustainability. This includes benchmarking and management consulting services tailored to small enterprises.
SMSF Administration
Our specialist SMSF services include fund establishment, compliance, and ongoing administration. We guide clients through self-managed superannuation requirements while ensuring adherence to regulatory standards. This service supports clients' retirement planning objectives.
People
Kenneth William Grimes
Principal
Chartered Accountant and Registered Tax Agent with 30+ years' experience. Qualified in 1984, Ken specialises in tax planning, business development, and financial strategy. Holds Bachelor of Business (Accounting) and Financial Planning qualifications.
Samuel Grimes
Tax and Financial Planner
Bachelor of Business (Accounting) graduate with 15+ years' experience. Qualified Financial Planner since 2010, specialising in taxation and investment planning. Member of Financial Planning Association since 2015, managing diverse client portfolios.
Questions
What accounting services do you offer?
We provide bookkeeping, tax preparation, business advisory, payroll services, and strategic financial planning for small businesses.
Do you offer financial planning services?
Yes, through our partnership with Count Financial Limited, we offer tailored financial planning solutions for all life stages.
Are you qualified accountants?
Our team includes Chartered Accountants and Registered Tax Agents with over 30 years of combined industry experience.
What areas do you service?
We primarily serve Castlemaine and surrounding regions with both in-person and remote advisory services.
Can you help with SMSF administration?
Yes, we offer comprehensive self-managed superannuation fund services including establishment and ongoing compliance.
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