Business Details
Trusted Accountants in Coolum Beach
My Accountant Qld is a vibrant accountancy services firm based in Coolum on the Sunshine Coast. We deliver practical, real-world solutions to help business owners build the businesses of their dreams. Our team prioritises personal attention, ensuring clients communicate with someone they know and trust. We offer a comprehensive range of services, from tax compliance and bookkeeping to strategic business advice, tailored to meet individual client needs. Our network of trusted partners extends our capabilities, providing clients with access to specialist advice across various industries. With over 25 years of combined experience, our directors bring deep expertise in tax, structuring, and business strategy.We pride ourselves on transparency, fixed-fee structures for routine work, and a commitment to understanding our clients' unique goals. Our approach combines technical excellence with a focus on building long-term relationships grounded in trust and clarity. We work closely with clients to ensure their financial systems support business growth while maintaining compliance with all regulatory obligations. Our dedication to proactive communication and client education sets us apart in the accounting profession.
Services
Tax Planning
Business Structuring
Bookkeeping
Management Reporting
Succession Planning
Tax Return Preparation
Corporate Governance
Benchmarking Analysis
Highlights and features
- We offer fixed fees for routine accounting work with upfront quotations
- Our small team provides personal attention without outsourcing overseas
- Directors hold CPA and Chartered Accountant qualifications with 25+ years' experience
- Specialist expertise in business structuring and tax-effective strategies
- Proactive approach to client communication and financial education
Associations and certifications
- Tax Practitioners Board
- Chartered Accountants Australia and New Zealand
- CPA Australia
What people say
Personalised one-on-one service
Professional and friendly
Proactive tax planning
Excellent business advice
Competitive pricing
Services
Tax Planning
Our tax planning services help businesses optimise their tax positions while maintaining compliance. We develop tailored strategies to minimise tax liabilities through legitimate deductions, credits, and structural arrangements. Our experienced accountants provide ongoing advice to ensure clients benefit from current tax legislation while avoiding unexpected obligations.
Business Structuring
We advise on optimal business structures to protect assets and maximise tax efficiency. Our services include entity selection, restructuring existing businesses, and succession planning. We consider legal protection, tax implications, and growth objectives when recommending structures like companies, trusts, or partnerships for our clients.
Bookkeeping
Our comprehensive bookkeeping services ensure accurate financial records for businesses of all sizes. We manage accounts payable/receivable, payroll processing, and financial reporting. Our systems provide real-time insights into business performance while maintaining compliance with regulatory requirements through regular reconciliations and documentation.
Management Reporting
We create custom management reports to support informed business decisions. Our services include financial benchmarking, performance analysis, and cashflow forecasting. These reports help business owners understand key metrics, identify growth opportunities, and monitor financial health through tailored dashboards and regular reviews.
Succession Planning
Our succession planning services help business owners prepare for transitions. We develop strategies for transferring ownership, implementing exit plans, and ensuring business continuity. Our approach considers tax implications, legal requirements, and personal goals to create comprehensive plans that protect both business and personal assets.
People
Leanne Roberts
Director
Leanne is a CPA and Chartered Accountant with over 25 years' experience in tax and business advisory. She specialises in strategic business advice, focusing on helping owners make informed decisions that align with their personal and professional goals.
Nicole Hepburn
Director
Nicole brings extensive commercial experience to her role as Director. With expertise in business performance analysis and tax strategy, she helps clients understand their financial position while developing practical systems for improved efficiency and growth.
Questions
What accounting services do you specialise in?
We specialise in tax planning, business structuring, bookkeeping, management reporting, and succession planning for businesses on the Sunshine Coast.
Do you offer fixed fee accounting services?
Yes, we provide fixed fees for routine work including financial statements, tax returns, and business structure setup with upfront cost transparency.
What industries do you work with?
We work with diverse industries including healthcare, construction, professional services, hospitality, and small businesses across the Sunshine Coast region.
Are you registered tax agents?
Yes, we are registered tax agents with the Tax Practitioners Board and members of professional accounting bodies including CPA Australia.
How do you ensure client communication?
We prioritise direct communication with our team members, avoiding outsourcing, and ensure timely responses to client inquiries and requirements.
Reviews (5)
Bianca Wilms
Oct 16, 2020
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Leanne is the best accountant I have ever been too because she represents everything I look for in an Accountant
She is smart, ,well informed ,professional but at the same time easy to get on with . She makes you feel very much at ease and takes the stress out off doing your tax because I certainly cant do it myself
She handled 4 years of my tax returns in one go and I couldnt be happier with the outcome
I highly recommend her to anyone
You be very happy
Bianca
German Hut
She is smart, ,well informed ,professional but at the same time easy to get on with . She makes you feel very much at ease and takes the stress out off doing your tax because I certainly cant do it myself
She handled 4 years of my tax returns in one go and I couldnt be happier with the outcome
I highly recommend her to anyone
You be very happy
Bianca
German Hut
Alison Cooper
Oct 06, 2020
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I met Leanne and Sigrid at a local meetup and was instantly impressed by their warmth and professionalism. I am now a happy client of My Accountant Qld. No question goes unanswered, their support is excellent and I feel they have a genuine interest in my business' success. I would highly recommend these ladies!
Century Conolly Hay Group
Oct 03, 2020
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We highly recommend Leanne and Sigrid for all your accounting needs no matter how big or small. If you are looking for professional, friendly and dedicated service by two experts in their field, who know how to communicate clearly, then Leanne and Sigrid at My Accountant Qld are the team to talk too today.
Leanne has taken care of both my business accounting and my personal accounting for the past 5 years and has always been available to assist with my queries at all times. Leanne always goes above and beyond to help me. As our company has grown Leanne and Sigrid have guided us each step of the
Leanne has taken care of both my business accounting and my personal accounting for the past 5 years and has always been available to assist with my queries at all times. Leanne always goes above and beyond to help me. As our company has grown Leanne and Sigrid have guided us each step of the
Prue McClymont
Dec 31, 2019
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Sigrid and Leanne are THE best - they have helped us sort out our business from being in quite a mess to running beautifully! They go the extra mile (SO hard to find!) and we always have a laugh - I always enjoy our meetings and find them so useful. I really would recommend them, you'll get in value everything you pay with them, and much more. Fantastic service and people!
Gianna Uzzell
Sep 01, 2018
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Leanne was recommended to us when we first moved to Queensland many years ago. She has a wealth of knowledge and is always approachable and friendly. Leanne started compiling our personal tax returns and her streamlined system makes it easy to collate all the necessary documentation at the end of each financial year. With the start of our business 3 years ago, Leannes expertise in helping us set up a business and keep proper records has been immensely helpful. Her end of year financial planning advice has been invaluable and Leanne efficiently prepared our End of Year Financial Statements when
