Business Details
Expert Accounting & Financial Services in Toowoomba
Cheesman Applegarth has been delivering exceptional accounting and financial services to clients across Australia for over nine decades. Our Toowoomba-based practice specialises in tailored solutions for startups, small businesses, private investors, and primary producers, with expertise spanning taxation, self-managed superannuation funds, business advisory, and financial planning. Our team of certified professionals, including Chartered Accountants and Tax Advisers, combines deep regional knowledge with industry-leading qualifications to provide strategic guidance aligned with individual client needs.We maintain a steadfast commitment to professional development, ensuring compliance with evolving tax regulations while delivering innovative solutions that drive business growth and personal financial success. Our legacy of excellence, built since 1932, reflects our dedication to client-centric service, technical expertise, and a proactive approach to minimising tax liabilities and optimising financial outcomes.
Services
Accounting & Tax
Superannuation Services
Business Advisory
Financial Planning
IT Solutions
Highlights and features
- We offer 90+ years of combined experience in Australian accounting and tax services
- Our team includes Chartered Accountants and Certified Tax Advisers with regional expertise
- We provide tailored financial strategies for diverse client needs
- We maintain proactive compliance with evolving tax legislation
- Our business advisory services integrate strategic planning and cash flow management
Associations and certifications
- CPA Australia
Services
Accounting & Tax
Our accounting and tax services ensure compliance with ATO regulations while optimising financial outcomes. We provide income tax returns, business activity statements, GST reporting, and strategic tax planning tailored to business structures. Our team stays current with legislative changes to minimise liabilities and maximise returns for businesses and individuals across regional Australia.
Superannuation Services
We specialise in self-managed superannuation fund solutions, from establishment to administration. Our services include trust deed creation, ATO registration, investment strategy development, and pension payment monitoring. With Class Software integration, we ensure compliance through events-based reporting and annual tax lodgements, helping clients secure their retirement futures with tailored SMSF strategies.
Business Advisory
Our business advisory services focus on cash flow management, profit improvement, and succession planning. We assist with financial projections, KPI analysis, and operational planning while providing due diligence support for business valuations. Our consultants help clients implement systems for sustainable growth, debt management, and strategic decision-making across diverse industry sectors.
Financial Planning
We offer comprehensive financial planning that considers individual circumstances and long-term goals. Services include investment strategy development, risk assessment, and retirement planning. Our certified planners provide personalised advice on asset allocation, tax-effective structures, and wealth protection strategies to help clients achieve financial independence and intergenerational wealth transfer.
IT Solutions
Our IT solutions cover software implementation, network security, and data protection. We support accounting platforms like Xero and QuickBooks while offering cybersecurity assessments, backup systems, and disaster recovery planning. The team provides technology training, system migrations, and workflow optimisation to enhance business efficiency through digital transformation and cloud-based infrastructure management.
People
David Graham
Partner
Chartered Accountant with 25+ years' experience specialising in taxation and agricultural accounting. Holds Masters in Taxation from UNSW and understands regional business needs through his grazing industry background.
Anthony Lane
Partner
Financial Planning expert since 2006, specialising in advice coaching and compliance solutions. Holds advanced qualifications in financial services and international finance, focusing on client-centric wealth management strategies.
Jacko Potgieter
Partner
Taxation specialist and Chartered Tax Adviser with expertise in business assurance. Qualified in QuickBooks Online and Xero platforms, providing technology-driven accounting solutions to diverse business clients.
James O'Hara
Partner
Chartered Accountant specialising in franchise management and business growth strategies. Combines technical accounting skills with creative problem-solving to support business expansion and personal financial goals.
Paul Wainwright
Associate
Fellow CPA with extensive business taxation experience since 1980. Provides specialist knowledge in corporate tax compliance and strategic financial reporting for businesses across regional Queensland.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including tax returns, business activity statements, financial reporting, and cash flow management tailored to small business needs.
How can you help with self-managed superannuation funds?
We assist with SMSF establishment, administration, compliance reporting, and investment strategy development using Class Software for efficient fund management.
Do you provide business advisory services for succession planning?
Yes, our business advisory team offers succession planning strategies to ensure smooth business transitions through structured implementation and legal compliance.
What IT solutions are available for accounting systems?
We support cloud accounting platforms like Xero and QuickBooks, offering software implementation, data migration, cybersecurity assessments, and technology training services.
How do you approach personal financial planning?
Our financial planning considers individual goals, risk profiles, and investment preferences to create customised strategies for wealth accumulation and retirement planning.
Are your services available outside Toowoomba?
Yes, we serve clients across South East Queensland, Northern NSW, and regional areas through our Toowoomba and Roma offices.
Reviews (6)
Hardy Ahlhaus
May 22, 2017
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The Team at Cheesman Applegarth & Partners provides excellent service across many areas and the staff are always very friendly.I highly recommend their services to everyone.
Michael Telford
Dec 09, 2016
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Jeremy and the team have always been reliable and approachable. Jeremy has got access to the full suite of other services that can make any business reach its full potential.
Jackie Tennyson
Aug 26, 2016
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Our Company is very happy with the smooth transition from our previous accountants to Cheesman Applegarth & Partners. The support and advice given to us from Jeremy and his team has already made a great difference and impact on our business and our direction. I feel very confident that we have made the right choice moving our business in this direction. Thank you to Jeremy, Rhonda and Mihi !!
Reuben Dolphin
Aug 08, 2016
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If you have any accounting requirements relating to your business or you need your yearly tax return looked at. I highly recommend Jeremy at Cheeseman Applegarth and Partners. In today's volatile market place you need to be able to turn to a team you trust. Thanks Jeremy and your team for all of the outstanding work you do.
DMW Industries QLD and HTQ Civil Pipe Mining
DMW Industries QLD and HTQ Civil Pipe Mining
Hardy Ahlhaus
May 24, 2015
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Very high standard of professionalism starting at reception and following all the way through all the services provided.Highly recommend.
Leonie Allport
Nov 03, 2014
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Great personal service, with a smile. They are professional, but not snobs. They are smart but able to dumb it down without making me feel dumb.
