Business Details
12 Years
experience
Trusted Accountants in Lavington
Hart Accounting was established in 2014 with a commitment to delivering expert accounting services rooted in integrity and respect. Our team of Chartered Accountants and experienced professionals prioritises client relationships, offering tailored solutions in financial reporting, tax strategy, and business advisory. With over 40 years of combined experience, we serve local and national clients from our Lavington office, focusing on transparency, efficiency, and long-term financial growth.We believe in empowering clients through clear communication and practical advice, ensuring their financial goals are met with precision. Our values-driven approach fosters a collaborative workplace, reflected in the quality of service we provide to individuals and businesses alike.
Services
Financial Statements
Tax Returns
Budgeting
Bookkeeping
Wealth Creation
Business Advice
Details
- Year established: 2014
Highlights and features
- We offer over 40 years of combined experience in accounting and tax services.
- Our team provides tailored financial solutions to meet individual client needs.
- We prioritise transparent communication and no hidden fees.
- Our services integrate wealth creation strategies alongside core accounting functions.
- We maintain a harmonious workplace culture that enhances client interactions.
Associations and certifications
- Chartered Accountants
- Registered Tax Agents
Services
Financial Statements
We prepare accurate financial statements to help businesses understand their financial position. These reports are essential for tax compliance, loan applications, and strategic decision-making. Our team ensures clarity and adherence to regulatory standards.
Tax Returns
Our tax return services minimise your tax liability while ensuring compliance. We leverage expertise in evolving tax laws to identify deductions and implement strategies for long-term savings and financial efficiency.
Bookkeeping
We offer tailored bookkeeping solutions using modern software to streamline financial processes. This service frees up your time to focus on business growth while maintaining accurate and up-to-date financial records.
Wealth Creation
Our wealth creation strategies focus on maximising net assets and achieving financial goals. We integrate retirement planning and investment advice with ongoing accounting services to build long-term client wealth sustainably.
Business Advice
We provide expert business advisory services covering budgeting, cash flow management, and operational efficiency. Our guidance helps businesses navigate challenges and capitalise on growth opportunities through informed decision-making.
People
Peter Hart
Company Founder
Chartered Accountant with a Bachelor of Business (Accountancy) and Graduate Diploma in Chartered Accounting. Founded Hart Accounting in 2014 to build a values-driven practice focused on client relationships and technical excellence.
Judi Forster
Senior Accountant
Senior Accountant with a Bachelor of Business (Accountancy/Marketing) and 20+ years in public accounting. Specialises in delivering accurate financial solutions while maintaining client-focused service standards.
Holly Hart
Accountant
Qualified Accountant with a Bachelor of Business (Accountancy). Provides expert financial reporting and advisory services, leveraging hands-on experience to support business and individual client needs effectively.
Sarah Quinlivan
Business Services Accountant
Business Services Accountant with a Bachelor of Business (Accounting/Psychology). Combines technical accounting skills with client relationship expertise to deliver tailored business solutions and bookkeeping support.
Jodie Hart
Office Manager
Office Manager responsible for streamlining operational systems. Ensures smooth day-to-day operations while supporting the team to maintain high service standards and client satisfaction across all accounting functions.
Questions
What accounting services does Hart Accounting offer?
We provide financial statements, tax returns, bookkeeping, budgeting, business advisory, and wealth creation strategies tailored to individual and business needs.
How experienced is Hart Accounting's team?
Our team has over 40 years of combined experience, including Chartered Accountants and specialists in tax and business advisory services.
How does Hart Accounting handle client consultations?
We prioritise face-to-face or virtual consultations to understand client goals before delivering customised financial solutions and ongoing support.
Do you serve clients outside Lavington?
Yes, we work with clients across Albury Wodonga, Melbourne, Sydney, and internationally through remote accounting solutions.
What sets Hart Accounting apart from other firms?
We combine technical expertise with a values-driven approach, focusing on transparency, local market knowledge, and long-term client relationships.
