Business Details
38 Years
experience
Trusted Accounting & Tax Solutions in Bendigo
Evolve Accounting Solutions was founded in March 1988 with a commitment to empowering clients through expert financial guidance. Our team of dedicated professionals brings decades of combined experience in accounting, taxation, and business advisory services. We prioritise understanding each client's unique goals to deliver tailored strategies that build long-term financial prosperity. Specialising in tax planning, compliance, and business growth support, we serve individuals and businesses nationwide. Our team includes CPA Australia members and certified Xero advisors who stay at the forefront of industry developments.We pride ourselves on transparent communication and proactive advice, helping clients navigate complex financial landscapes with confidence. Our partnerships with local financial planners enhance our ability to provide holistic wealth management solutions. With a focus on continuous improvement, we combine technical expertise with personalised service to ensure clients achieve optimal financial outcomes.
Services
Accounting & Tax
Business Services
Xero Software
SMSF Compliance
Tax Planning
Details
- Year established: 1988
Highlights and features
- We offer 35+ years of combined experience in accounting and tax advisory
- Our team includes CPA Australia members and Xero-certified advisors
- We provide proactive tax planning to optimise client financial outcomes
- We maintain transparent communication with no hidden fees
- We deliver tailored solutions for diverse industries including construction and agriculture
Associations and certifications
- CPA Australia
- National Tax and Accountants Association
What people say
Fantastic service
Improved financial literacy
Proactive advice
Trusted partners
Business growth support
Services
Accounting & Tax
Our accounting and tax experts provide comprehensive solutions including annual financial accounts, tax returns, and GST compliance. We specialise in minimising tax liabilities through strategic planning while ensuring adherence to regulatory requirements. Our services help individuals and businesses maintain accurate financial records and optimise tax outcomes.
Business Services
We offer end-to-end business services covering compliance, bookkeeping, and virtual CFO support. Our team assists with business structuring, cash flow management, and growth strategies. Clients benefit from tailored advice to navigate challenges and capitalise on opportunities in their specific industry sectors.
Xero Software
As certified Xero partners, we provide software implementation, migration, and ongoing support. Our services help businesses streamline accounting processes through automated solutions for invoicing, payroll, and financial reporting. We ensure clients maximise the benefits of cloud-based accounting technology.
SMSF Compliance
We deliver full compliance services for self-managed superannuation funds. Our experts handle annual audits, tax returns, and regulatory requirements while collaborating with financial planners to optimise retirement strategies. Clients receive timely updates on legislative changes affecting their SMSF.
Tax Planning
Our proactive tax planning services identify opportunities to reduce liabilities while supporting business growth. We analyse cash flow patterns and investment strategies to create customised plans that align with clients' long-term financial objectives and regulatory requirements.
People
Jamie Kelly
Director
Fellow of the National Taxation Association with expertise in business valuations and tax strategy. Passionate about horse racing and breeding, Jamie leads client advisory services with 30+ years' experience.
Shawn
Tax Planning Expert
CPA Australia member specialising in tax planning and business advisory. With 15+ years' experience, Shawn helps clients optimise financial outcomes through strategic planning and compliance solutions.
Nathan
Accountant
Chartered Accountant since 2016 with expertise in financial reporting and Xero software implementation. Nathan supports business clients with compliance and cloud accounting solutions in Bendigo.
Cansu
Accountant
Certified Xero Advisor assisting clients with software training and compliance. Currently studying to become a CPA, Cansu provides accounting services for small businesses in regional Victoria.
Claudia
Accountant
Italian-qualified accountant specialising in small business compliance. Claudia supports local businesses with financial reporting and day-to-day accounting challenges from our Bendigo office.
Questions
What accounting software do you support?
We primarily use Xero software but also support Quickbooks and MYOB. Our team provides implementation, migration, and ongoing support for cloud accounting solutions.
Do you specialise in specific industries?
We have particular expertise in construction, agriculture, and small business sectors while serving clients across diverse industries nationwide.
Can you help with SMSF compliance?
Yes, we provide full compliance services for self-managed superannuation funds including annual audits and regulatory reporting.
How do you handle tax planning?
Our tax planning focuses on proactive strategies to optimise cash flow and reduce liabilities through customised financial planning.
What business services do you offer?
We provide bookkeeping, virtual CFO services, business structuring, and growth strategy advice tailored to your specific needs.
Are your services available remotely?
Yes, we serve clients Australia-wide through cloud accounting technology and virtual consultations while maintaining our Bendigo office.
Reviews (2)
Garry McKindley
Sep 29, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
Have been going to Jamie Kelly for a few years now, but next time will possibly be my last..as I have retired, would recommend Evolve Accounting to anyone. Excellent service and very good people. All the best to you all.
Have been going to Jamie Kelly for a few years now, but next time will possibly be my last..as I have retired, would recommend Evolve Accounting to anyone. Excellent service and very good people. All the best to you all.
Wayne Scott
Jun 09, 2016
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Paul & the team at Evolve Accounting are really great people to do business with,i've been using these guys for a long time,i won't go anywhere else.
