Business Details
16 Years
experience
Expert Accounting & Tax Services in Melbourne
As business tax specialists, we apply accurate business tax advice, high-quality accounting, and well-executed strategies to help your business succeed. Our expert team includes professionals trained at large international accounting firms, delivering Big-4 quality service with a focus on small to mid-sized businesses. We act as business strategists, financial coaches, and succession planners, offering tailored solutions for unique tax and financial challenges.With world-class experience, we provide accurate advice and lucrative strategies to SME clients, ensuring compliance while maximising wealth creation opportunities. Our youth and adaptability allow us to grow alongside your evolving business needs.
Services
Accounting Compliance
Tax Consulting
Virtual CFO
Estate Planning
Superannuation Advice
Family Office Services
Details
- Year established: 2010
Highlights and features
- We offer Big-4 accounting expertise with personalised service for SMEs
- Our team provides tailored tax strategies for complex business situations
- We deliver virtual CFO services at a fraction of in-house costs
- Specialists in international tax advice for inbound business clients
- Free no-obligation Tax Health Check available for new clients
Associations and certifications
- Institute of Chartered Accountants
- SMSF Specialist Advisor
What people say
Extremely insightful
Genuine focus on client needs
Adapt with business growth
No-obligation Tax Health Check
Services
Accounting & Taxation Compliance
We handle all ATO and ASIC-related business tax obligations, including income tax returns, activity statements, and financial reporting. Our expert accountants ensure accurate lodgment while minimising compliance risks for SMEs. Specialising in complex tax situations, we provide ongoing support for businesses requiring precise tax administration and reporting.
Virtual CFO Services
Our Virtual CFO service offers strategic financial leadership for businesses needing part-time executive support. We provide cash flow monitoring, management reporting, and tax strategy advice at a fraction of permanent hiring costs. Ideal for startups and growing businesses requiring expert financial oversight without full-time commitment.
Succession & Estate Planning
We help clients create comprehensive succession plans to ensure smooth business and estate transitions. Our specialists address tax implications, asset distribution, and legal documentation to protect wealth for future generations. Tailored strategies ensure compliance while maximising inheritance benefits for beneficiaries.
Superannuation Consulting
Specialising in SMSF management, we assist clients with superannuation setup, compliance, and tax optimisation. Our advice covers contribution strategies, fund management, and retirement income planning to maximise wealth preservation. We provide audit services and tailored solutions for self-managed superannuation funds.
Family Office Services
Our Family Office service coordinates cash flow, investment management, and tax administration for high-net-worth individuals. We handle day-to-day financial tasks while providing strategic advice on estate planning, tax compliance, and asset protection to preserve family wealth across generations.
People
Claudiu Dinca
Principal & Founder
Founder of CGD Partners with experience at Deloitte Private and Ernst & Young. Chartered Accountant and accredited SMSF Specialist Advisor providing expert tax guidance since 2010.
Kerryn Kelly
Associate
Former Ernst & Young cadet with 10 years' experience solving client tax challenges. Specialises in business accounting and compliance solutions for SMEs.
Tim McKay
Consultant
Ex-Ernst & Young professional with expertise in suburban practice tax advisory. Provides strategic tax consulting and compliance support for business clients.
Questions
What accounting services do you offer for small businesses?
We provide tax compliance, financial reporting, payroll management, and business structure planning tailored to small business needs.
Do you offer free initial tax consultations?
Yes, we provide a free one-hour Tax Health Check to review your business tax structure and financial reports.
Can you assist with international tax matters?
Yes, we specialise in cross-border tax advice for businesses operating between Australia and China, UK, NZ, and other countries.
What succession planning services do you provide?
We create tailored estate transfer plans, addressing tax implications and legal requirements to protect family business assets.
Do you offer virtual CFO services?
Yes, our Virtual CFO service provides financial leadership, cash flow management, and strategic tax advice remotely.
How can you help with SMSF compliance?
We assist with SMSF setup, annual accounts, tax returns, and compliance audits to ensure regulatory adherence.
