Business Details
Your Trusted Partner for Accounting Solutions
J & M Accountants is a CPA accounting firm with over two decades of experience delivering tailored financial solutions to businesses and individuals in Waterloo and beyond. Our team of qualified professionals prioritises a client-centric approach, dedicating time to understand unique needs and develop strategies aligned with personal and business goals. We combine technical expertise with proactive advice to simplify complex tax and accounting processes, ensuring clarity and compliance. Our services span taxation, financial reporting, cloud accounting, bookkeeping, business advisory, and self-managed superannuation funds, supported by a commitment to ongoing client support.Recognised for our reliability and industry knowledge, we serve diverse sectors including construction, healthcare, legal, IT, and real estate. By leveraging technology like Xero-certified solutions, we provide accessible, real-time financial insights. Our reputation for quality service has driven growth through client referrals, reflecting our dedication to transparency, cost-effectiveness, and long-term client success.
Services
Taxation
Accounting
Xero Services
Bookkeeping & Payroll
Business Advisory
Self-Managed Superannuation
Auditing
Highlights and features
- We offer over 20 years of tailored accounting expertise.
- Our proactive approach anticipates industry changes to keep you ahead.
- We specialise in supporting small businesses across diverse sectors.
- Our services combine technical excellence with competitive pricing.
- We prioritise clear communication to simplify complex financial matters.
Associations and certifications
- CPA Australia
- Xero Certified Advisor
Services
Taxation
We simplify complex tax requirements with clear, strategic advice tailored to individuals and businesses. Our expertise includes income tax returns, GST compliance, capital gains tax, and salary packaging. By staying updated on legislative changes, we ensure optimal tax efficiency while minimising liabilities, helping clients meet obligations confidently.
Xero Services
Our Xero-certified specialists implement and manage cloud-based accounting systems for real-time financial visibility. Services include software setup, data migration, payroll integration, and training. This scalable solution suits startups and established businesses seeking streamlined reporting, cash flow tracking, and remote access to financial data.
Bookkeeping & Payroll
We handle end-to-end bookkeeping and payroll processing with accuracy and compliance. From bank reconciliations to superannuation calculations, our tailored solutions reduce administrative burdens. Monthly reporting and software support ensure businesses maintain up-to-date records for seamless financial management.
Business Advisory
We provide strategic guidance on business structure, succession planning, and performance monitoring. Our advisory services include financial health checks, asset protection strategies, and growth planning. By aligning financial goals with operational decisions, we help businesses enhance profitability and long-term sustainability.
Self-Managed Superannuation
We assist with establishing and managing self-managed superannuation funds (SMSFs), including compliance, tax returns, and pension income streams. Our advice focuses on tax minimisation and retirement planning, ensuring clients navigate SMSF complexities with confidence while maximising retirement outcomes.
Questions
What accounting services do you offer for small businesses?
We provide tailored bookkeeping, cloud accounting (Xero), financial reporting, and business advisory services to streamline operations and support growth for small businesses.
Are you qualified to handle self-managed superannuation funds?
Yes, our team specialises in SMSF establishment, compliance, and tax return lodgement, offering strategic advice to optimise retirement savings.
How do you support clients with tax planning?
We offer year-round tax advice, including income tax returns, GST strategies, and salary packaging, to ensure compliance while minimising liabilities.
Can you assist with transitioning to cloud accounting software?
As Xero Certified Advisors, we handle software setup, data migration, and training to help businesses adopt cloud accounting seamlessly.
What industries do you specialise in?
We work with construction, healthcare, legal, IT, real estate, and retail sectors, providing industry-specific financial expertise and solutions.
Reviews (1)
Jennifer Harman
Oct 15, 2018
Report
Reliable, meticulous and well organised. They've looked after my company accounts for several years now. Mark Hanslow is the best account my business has engaged.
