Business Details
7 Years
experience
Trusted Accounting & Tax Solutions in Bendigo
We are a full-service accounting firm dedicated to providing tailored financial solutions for both individuals and businesses. With over 18 years of experience, our team of certified professionals specialises in accounting, taxation, compliance, and wealth creation strategies. We prioritise client needs by simplifying complex financial processes, ensuring compliance with regulatory requirements, and offering strategic advice to support business growth and personal financial goals. Our expertise extends to bookkeeping, mortgage broking, and financial planning, supported by a comprehensive referral network.We utilise cutting-edge accounting software and maintain partnerships with leading providers to deliver efficient, customised solutions. Our commitment to ongoing professional development ensures we stay ahead of industry changes and legislative updates, providing clients with accurate, forward-thinking advice. Backed by certifications from Xero, MYOB, and other platforms, we combine technical proficiency with personalised service to build long-term client relationships.
Services
Tax Compliance
Business Advisory
Bookkeeping Solutions
Financial Planning
Mortgage Broking
ASIC Corporate Services
Payroll Solutions
Wealth Creation Strategies
Details
- Year established: 2019
Highlights and features
- We offer 18 years of combined experience from certified accountants and financial advisors
- Our team holds certifications in leading accounting software platforms
- We provide tailored solutions for both business and personal financial needs
- Our comprehensive referral network covers all aspects of financial planning
- We prioritise ongoing professional development to stay ahead of industry changes
Associations and certifications
- Registered Tax Agent
- Xero Gold Partner
- MYOB Certified Consultant
- QuickBooks ProAdvisor
Services
Tax Compliance
We provide comprehensive tax compliance services including income tax returns, GST management, and ATO lodgements for individuals, companies, trusts, and self-managed super funds. Our team ensures accurate reporting and optimises tax positions while maintaining regulatory compliance. Services include fringe benefits tax calculations, capital gains tax planning, and small business concessions.
Business Advisory
Our business advisory services cover strategic planning, cash flow management, and succession planning for growing enterprises. We assist with business structuring, asset protection, financial forecasting, and KPI development. Our advisors help clients navigate regulatory requirements while implementing growth strategies tailored to their specific industry needs and long-term objectives.
Bookkeeping Solutions
We offer customised bookkeeping packages with cloud integration and single touch payroll solutions. Our services include software implementation for MYOB, Xero, and QuickBooks, along with day-to-day transaction management. As a Xero Gold Partner, we ensure efficient financial record-keeping and real-time business performance tracking for small to medium enterprises.
Financial Planning
Our financial planning services encompass retirement strategies, investment advice, and self-managed super fund management. We develop personalised wealth creation plans aligned with client goals, considering tax implications and risk management. The service includes estate planning and transition strategies for business owners preparing for retirement.
ASIC Corporate Services
We handle all ASIC compliance requirements including electronic lodgements, corporate register maintenance, and company deregistration. Our services cover share transfers, directorship changes, and ongoing compliance support. We ensure businesses meet their corporate obligations while providing strategic advice on governance and regulatory matters.
People
Jamie Allan
Managing Director
Certified Practising Accountant with 18 years' experience leading accounting teams. Specialises in business advisory and tax compliance solutions for SMEs.
Gavin James
Partner
Certified Practising Accountant focusing on business growth strategies and financial compliance. Brings extensive experience in tax planning and corporate advisory.
Jody Pickering
Partner
Chartered Accountant with expertise in business structuring and succession planning. Provides strategic advice to help clients achieve long-term financial objectives.
Sherry Waters
Partner
Chartered Accountant specialising in tax compliance and financial reporting. Ensures clients meet regulatory requirements while optimising financial outcomes.
Kylie Wilson
Partner
Chartered Accountant with focus on business advisory services. Helps clients develop growth strategies and implement effective financial management practices.
Questions
What accounting services do you offer?
We provide tax compliance, business advisory, bookkeeping, financial planning, mortgage broking, and ASIC corporate services for individuals and businesses.
Are you certified by accounting software providers?
Yes, we are a Xero Gold Partner and certified in MYOB, QuickBooks, and Reckon software solutions for accounting and payroll.
Do you specialise in small business accounting?
Yes, we offer tailored bookkeeping, compliance, and growth strategies specifically designed for small to medium enterprises in regional Victoria.
What areas do you service?
We operate from offices in Bendigo and South Yarra, serving clients across regional Victoria and metropolitan Melbourne.
How do you stay updated with tax regulations?
Our team maintains ongoing professional development and certifications to ensure compliance with the latest taxation laws and industry standards.
Can you assist with business succession planning?
Yes, we provide comprehensive business advisory services including succession planning, transition to retirement, and estate planning strategies.
Reviews (3)
Sandeep Bhatia
Oct 23, 2021
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They are professional and friendly people. Gavin is smart and dedicated in his work. I would highly recommend them.
Jake Ross
Aug 18, 2020
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Jamie has been doing my tax for the last decade. Would highly recommend, always done efficiently and professionally.
Samantha Hommelhoff
Dec 31, 2019
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We have been seeing Jamie for all our accounting needs for 8 years now. The team are incredibly professional and friendly, I would highly recommend this business.
