Business Details
40 Years
experience
Your Trusted Accounting & Business Advisory Partner in Berwick
Established in 1986, Casey Partners has built a reputation as a trusted accounting and business advisory firm dedicated to empowering small and medium enterprises. Our team of experienced professionals combines technical expertise with a client-first philosophy, offering tailored solutions to navigate complex financial landscapes. We prioritise understanding each client's unique needs, providing strategic guidance that extends beyond traditional accounting services. With decades of collective experience, we specialise in business establishment, tax compliance, succession planning, and wealth management.Our commitment to ongoing professional development ensures we remain at the forefront of legislative changes and industry best practices. By fostering open communication and long-term relationships, we aim to be strategic partners in our clients' growth journeys. Our services are designed to alleviate administrative burdens, protect assets, and maximise financial opportunities for business owners across various industries.
Services
Accounting & Tax
Business Advisory
Cloud Accounting
Estate Planning
Superannuation
Corporate ASIC Services
Details
- Year established: 1986
Highlights and features
- Over 20 years' experience in accounting and business advisory services
- Tailored solutions for small to medium business needs
- Expertise in cloud accounting implementation and digital transformation
- Comprehensive compliance support for tax and ASIC requirements
- Holistic approach to business and personal financial planning
Associations and certifications
- CPA Australia
Services
Accounting & Tax
Comprehensive taxation services covering income tax, GST, capital gains, and business levies. Our qualified team ensures compliance with evolving legislation while implementing strategic tax planning. Services include return preparation, BAS lodgment, and tailored advice to optimise tax positions for SMEs.
Business Advisory
Proactive business consulting services focusing on growth strategies and operational efficiency. We provide financial reporting, KPI analysis, and decision-making support through regular B2B packages. Our advisors help businesses navigate expansion, acquisitions, and succession planning with data-driven insights.
Cloud Accounting
Implementation of cloud-based accounting systems to streamline financial operations. We help businesses adopt modern software solutions that improve reporting accuracy, reduce manual workloads, and enhance decision-making capabilities through real-time financial data access and automated processes.
Estate Planning
Specialised succession planning services for business owners and individuals. Our experts develop comprehensive strategies for asset protection, retirement planning, and intergenerational wealth transfer. Services include SMSF management, superannuation strategies, and estate documentation to ensure financial security.
Corporate ASIC Services
ASIC compliance management services for Australian companies. We handle corporate record-keeping, officer/shareholder changes, and annual statement lodgments. Our team ensures businesses maintain good standing with regulatory requirements while avoiding penalties through proactive compliance monitoring and documentation.
People
Peter Cousins
Director
Founder of Casey Partners with over 35 years' experience in accounting. Specialises in business establishment and strategic planning. Maintains focus on client-centric service delivery and long-term business growth strategies.
Callen O'Brien
Director
20+ years in accounting with expertise in business advisory services. Specialises in financial reporting and KPI analysis. Provides strategic guidance for business growth and operational efficiency improvements.
Nick Fleming
Director
Bachelor-qualified accountant with extensive experience in SME advisory. Focuses on business compliance and strategic planning. Delivers tailored solutions for tax optimisation and business succession planning.
Lisa O'Sullivan
Financial Planner
Certified Financial Planner with expertise in wealth management. Specialises in SMSF administration and retirement planning. Provides holistic financial advice to align personal and business financial goals.
Jackson Fromhold
Accountant
Monash University graduate with focus on business accounting. Assists clients with tax compliance and financial reporting. Specialises in supporting new businesses with establishment requirements and growth strategies.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including tax return preparation, BAS lodgment, financial reporting, cashflow management, and business advisory services tailored to small businesses.
Do you specialise in any particular industries?
While we work with various industries, we specialise in supporting small to medium businesses with particular expertise in business establishment, succession planning, and tax compliance.
How can cloud accounting benefit my business?
Cloud accounting improves financial visibility, reduces manual workloads, and enables real-time decision-making. We help implement systems that streamline operations and enhance business value through automated processes.
What business advisory services do you provide?
Our advisory services include strategic planning, financial analysis, acquisition/sale support, and compliance management. We provide monthly/quarterly reporting packages with KPI analysis and business trend assessments.
How do you handle estate and succession planning?
We develop comprehensive estate plans including asset protection strategies, SMSF management, and succession planning to ensure business continuity and wealth preservation for future generations.
What are your ASIC compliance services?
We manage ASIC requirements including company record-keeping, officer/shareholder changes, and annual statement lodgments to ensure compliance and prevent regulatory penalties for Australian companies.
Reviews (1)
Heather Brook
Jun 21, 2018
Report
I have been dealing with Casey Partners and with Callen for over 8 years now. The service provided is not only extremely professional, but courteous, timely and welcoming. I have recommended several people here and they have all been extremely happy too.
