Business Details
22 Years
experience
Trusted Accounting & Business Services on the Sunshine Coast
Established in 2004, we are a Sunshine Coast-based accounting firm dedicated to delivering comprehensive financial solutions. Our team of qualified professionals specialises in public accounting, taxation, and business advisory services, serving both businesses and individuals. With over 35 years of combined experience, we prioritise client partnerships to provide tailored advice that aligns with evolving organisational goals. We stay current with legislative and technological changes to ensure compliance and strategic relevance. Our approach focuses on simplifying complex financial matters through clear communication and practical recommendations. As a CPA Practice, we uphold rigorous professional standards while leveraging strategic partnerships to offer ancillary services like financial planning and risk management.Our commitment to excellence is reflected in our client-centric ethos, which has fostered long-term relationships and a respected industry reputation. We invest in continuous professional development to maintain expertise in areas such as self-managed superannuation funds and business succession planning. Our physical presence in Birtinya, QLD, underscores our dedication to local businesses while serving a broader regional clientele. Through HSQC Group affiliation, we combine collective expertise with personalised service to drive sustainable business growth.
Services
Bookkeeping
Tax Compliance
Business Advisory
Self Managed Superannuation Funds
Succession Planning
Estate Planning
Company Secretary Services
Cash Flow Forecasting
Details
- Year established: 2004
Highlights and features
- We have over 35 years of combined experience in accounting and taxation.
- Our team holds CPA and Chartered Accountant accreditations for professional excellence.
- We specialise in self-managed superannuation fund audits and consultancy.
- Our strategic HSQC Group partnership expands service capabilities while maintaining local focus.
- We prioritise client education through clear, jargon-free financial communication.
Associations and certifications
- CPA Australia
Services
Bookkeeping
Our bookkeeping services ensure accurate financial record-keeping tailored to small and medium businesses. We manage accounts payable/receivable, payroll processing, and financial reporting. Our Xero-certified team utilises cloud-based software for real-time financial visibility and compliance.
Tax Compliance
We specialise in comprehensive tax compliance solutions including income tax returns, GST reporting, and business activity statements. Our team stays current with legislative changes to optimise tax positions while minimising compliance risks for businesses and individuals.
Business Advisory
Our advisory services focus on strategic business growth through cash flow forecasting, budgeting, and operational efficiency improvements. We provide tailored guidance on business structure optimisation and succession planning to align with long-term objectives.
Self Managed Superannuation Funds
We offer end-to-end SMSF management including fund establishment, compliance audits, and investment strategy development. Our specialists ensure adherence to regulatory requirements while optimising retirement outcomes for clients.
Succession Planning
Our succession planning services help business owners transition ownership smoothly. We develop customised strategies for asset transfer, tax efficiency, and continuity of operations across generations or new ownership structures.
People
Paul Hoare
Partner
CPA with 35+ years' experience specialising in tax compliance and SMSF audits. Founded Pinnacle in 2004 after 29 years in Rockhampton accounting firms. Holds Bachelor of Business degree and Registered Tax Agent accreditation.
Chris Carmichael
Partner
CPA qualified with 15+ years' expertise in small business consultancy and SMSF services. Partner since 2009, focusing on strategic business growth solutions. Holds Bachelor of Business degree and Registered Tax Agent status.
Robyn Warren
Accountant
Chartered Accountant with 15 years' public practice experience across Australia and New Zealand. Specialises in Xero implementation and small business accounting solutions. Holds CA and MBA qualifications.
Carly Pike
Business Development Coordinator
Joined Pinnacle in 2008 with extensive client relationship experience. Manages business development initiatives while leveraging industry knowledge gained through seven years of travel and exploration.
Kate Horley
Client Services Assistant
15+ years' administrative experience in client services. Coordinates client interactions and supports accounting operations with attention to detail and customer service excellence.
Questions
What accounting software do you support?
We support major platforms including XERO, Reckon, MYOB, and QuickBooks with certified expertise in cloud-based financial management solutions.
Do you specialise in small business accounting?
Yes, we focus on small to medium enterprises, providing tailored bookkeeping, tax compliance, and strategic advisory services since 2004.
How do you stay updated with tax legislation changes?
Our team maintains CPA and Chartered Accountant accreditations through continuous professional development and industry body affiliations.
Can you assist with SMSF compliance?
We offer full SMSF lifecycle management including audits, compliance, and strategic investment planning by specialist-qualified accountants.
What additional services do you offer through partners?
Our HSQC Group affiliation provides access to financial planning, risk management, and business lending services via trusted strategic partners.
