Business Details
34 Years
experience
Trusted Chartered Accountants & Business Advisors in Surrey Hills
Mitchell Partners is a progressive accounting firm established in 1992, dedicated to providing proactive strategies and solutions for corporate clients and high-net-worth individuals. Our expertise spans accounting, taxation, superannuation, investment planning, and business advisory services, with a focus on strategic financial management at the highest level. Our team of experienced advisors combines specialist skills with a constructive approach, ensuring ethical and professional service delivery. We offer tailored Virtual CFO services to empower clients with actionable insights and analysis for business growth. As a firm renowned for integrity and client-centric values, we maintain a culture of continuous learning and innovation to meet evolving client needs. Our commitment to quality outcomes is reflected in our extensive professional network and comprehensive service offerings, including tax audit insurance and corporate secretarial services.We serve diverse entities such as companies, trusts, self-managed super funds, and not-for-profit organisations, delivering customised financial solutions. With a focus on long-term client relationships, we prioritise transparency, professionalism, and proactive support to help clients achieve their strategic objectives. Our Surrey Hills-based team extends nationally, leveraging technology-driven tools to ensure efficient, scalable financial management for businesses at every stage. Through decades of experience and adherence to core values of honesty and excellence, we aim to be a trusted partner in our clients' success.
Services
Accounting
Taxation
Business Advisory
Finance
Corporate Secretarial
Superannuation
Tax Audit Insurance
Bookkeeping
Payroll Services
Financial Reporting
Details
- Year established: 1992
Highlights and features
- We have over 30 years of experience in accounting and business advisory services.
- Our Virtual CFO offering provides actionable insights for proactive business management.
- We deliver tailored financial solutions for diverse entities including companies, trusts, and SMSFs.
- Our team maintains a culture of continuous learning and technological innovation.
- We prioritise ethical practices and long-term client relationships with transparent communication.
What people say
Proactive, tailored approach
Professionally managed
Focus on business and clients
Services
Accounting
Our accounting services include tailored management reporting, performance monitoring, budgeting, cash flow analysis, and financial reporting for companies, trusts, and not-for-profit organisations. We provide virtual CFO support and business health assessments to ensure strategic financial decision-making. Our expertise covers all entity types, including self-managed super funds and testamentary trusts.
Taxation
We offer comprehensive tax planning, compliance, and structuring services for businesses and individuals. Our team prepares financial statements, tax returns, and corporate compliance documentation for companies, trusts, and superannuation funds. We provide tax checklists and advisory services to help clients navigate complex tax requirements efficiently.
Business Advisory
Our business advisory services focus on strategic planning, restructuring, and growth strategies for corporate clients. We assist with mergers, acquisitions, and business performance management, combining financial expertise with industry insights to drive sustainable growth and operational efficiency for SMEs.
Superannuation
We specialise in self-managed super fund establishment, administration, and compliance. Our services include investment planning, portfolio management, and regulatory return preparation. We help clients optimise retirement strategies through tailored superannuation solutions and tax-effective planning.
Tax Audit Insurance
Our tax audit insurance covers professional fees for ATO audits, including legal and specialist advisor costs. Plans range from $100 to $15,000 annually, with coverage limits up to $75,000. This service protects businesses and individuals from unexpected audit-related expenses while ensuring compliance.
Questions
What accounting services do you offer for small businesses?
We provide tailored accounting solutions including bookkeeping, financial reporting, budgeting, and cash flow analysis for small businesses and startups.
Do you offer tax audit insurance?
Yes, we offer tax audit insurance plans covering professional fees for ATO audits, with coverage limits from $15,000 to $75,000.
What is your Virtual CFO service?
Our Virtual CFO service delivers strategic financial insights, performance monitoring, and analysis to help businesses proactively manage operations and achieve growth goals.
Do you support self-managed super funds?
Yes, we assist with SMSF establishment, administration, compliance, and investment planning to optimise retirement outcomes.
What areas do you service?
Based in Surrey Hills, Victoria, we support clients nationwide with accounting, taxation, and advisory services.
Reviews (1)
Carrick Aland
Jul 16, 2016
Report
Great to know we have like-minded Chartered Accounting peers should we ever need to collaborate on client projects.
