Business Details
9 Years
experience
Trusted Accountants in Pakenham | HBT Advisory
HBT Advisory is a team of certified accounting professionals dedicated to empowering individuals and businesses through strategic financial guidance. Founded in 2017 by Andrew Harper, our practice combines over 15 years of industry expertise with a commitment to proactive, client-focused service. We specialise in tax minimisation, business growth strategies, and cloud accounting solutions tailored to the unique needs of small to medium enterprises and personal clients. Our team maintains advanced certifications including CPA, NTAA membership, and Xero/QuickBooks advisory qualifications.By prioritising ongoing education and technology integration, we deliver timely, compliant advice that supports long-term wealth creation and operational efficiency. Our approach balances technical expertise with accessible communication, ensuring clients fully understand their financial position and growth opportunities. With offices in Pakenham and service coverage across Melbourne and Gippsland, we build trust through transparent processes and a dedication to achieving measurable client outcomes.
Services
Tax Planning
Business Advisory
Cloud Accounting
Company Setup
Tax Returns
Details
- Year established: 2017
Highlights and features
- We offer 15+ years of experience in SME accounting and tax advisory
- Our team holds advanced certifications including Xero and QuickBooks Online Pro Advisor status
- We implement proactive tax planning strategies tailored to individual and business needs
- Our cloud accounting specialists provide technology-driven solutions for real-time financial management
- We guarantee transparent processes with no hidden fees or obligations
Associations and certifications
- Certified Practising Accountants (CPA)
- National Tax & Accountants Association (NTAA)
- Registered Tax Agents
What people say
Professional and knowledgeable
Highly recommend Andrew
Quick and efficient service
Tax time made fun
Accurate advice
Services
Tax Services
Our tax specialists provide comprehensive compliance solutions including individual and business tax returns, SMSF taxation, and ATO audit support. We focus on minimising liabilities through strategic planning while ensuring adherence to legislative requirements. Our proactive approach identifies deductions and credits specific to your industry, maximising refunds and improving cash flow for both personal and business clients.
Business Advisory
We deliver tailored business advisory services covering structure optimisation, cashflow management, and performance analysis. Our team helps clients establish effective financial systems, implement growth strategies, and navigate business lifecycle transitions. Through regular performance reviews and technology integration, we enable data-driven decision-making to enhance profitability and operational efficiency for SMEs.
Cloud Accounting
As certified Xero and QuickBooks advisors, we implement cloud-based accounting systems that provide real-time financial insights. Our solutions include software selection, implementation, and training to streamline bookkeeping processes. This technology-driven approach enables remote access, improves accuracy, and facilitates proactive financial management for businesses operating across multiple locations.
Company & Trust Setup
We specialise in establishing appropriate business structures including companies, trusts, and SMSFs. Our service covers asset protection strategies, tax-effective structuring, and compliance requirements. We guide clients through the selection process considering liability protection, tax benefits, and long-term wealth creation goals, ensuring their business foundation aligns with both current needs and future aspirations.
Fixed Fee Billing
Our fixed-fee billing model offers predictable accounting costs tailored to business size and complexity. Services are divided into clear tiers covering compliance, performance monitoring, and strategic advisory. This approach eliminates budget uncertainty while providing access to unlimited tax and business support, allowing clients to focus on growth without unexpected financial obligations.
People
Andrew Harper
Director & Founder
With 15+ years in public practice, Andrew specialises in SME taxation and business strategy. A CPA member and Xero-certified advisor, he focuses on proactive tax planning and technology-driven financial solutions. His expertise in business lifecycle management helps clients navigate growth, restructuring, and succession planning.
Erin Lesina
Accountant
Erin brings 10 years of accounting experience, specialising in business taxation and compliance. As a registered tax agent, she supports SMEs with strategic financial management and regulatory compliance. Her background in both public practice and corporate roles provides practical insights into business operations and growth challenges.
Jonelle Gale
Accounting Assistant
Jonelle manages individual tax returns and office operations with her Advanced Diploma in Accounting. Her focus on accuracy and client communication ensures smooth administrative processes. She provides day-to-day support while maintaining compliance with ATO requirements for personal and business clients.
Questions
What accounting software does HBT Advisory support?
We are certified Xero advisors and QuickBooks Online Advanced Certified Advisors, providing implementation, training, and ongoing support for these cloud accounting platforms.
Do you offer fixed-fee accounting services?
Yes, our fixed-fee billing model provides predictable costs with tiered service levels covering compliance, performance reviews, and strategic advisory support.
Can you help with business structure selection?
We specialise in advising on optimal business structures including companies, trusts, and SMSFs, considering tax benefits, asset protection, and growth objectives.
Are you registered tax agents?
Yes, our team includes registered tax agents with CPA Australia and NTAA accreditations, ensuring compliance with all Australian taxation standards and requirements.
Do you provide cloud accounting solutions?
As certified cloud accounting specialists, we implement and support digital solutions that enable real-time financial management and remote business operations.
What areas do you service?
Based in Pakenham, we serve clients across Melbourne's South Eastern Suburbs and Gippsland regions with both in-person and remote support options.
Reviews (5)
Glyn Morgan
Sep 22, 2019
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Andrew Harper, what a man! Could not be happier since moving across to HBT Advisory. They speak in terms that are easily understandable and have offered advise on various directions that we can take our business. I have never been so at ease when it comes to running the accounting side of my small business. Thanks!
Kathleen Neal
Nov 17, 2018
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I have just used HBT Advisory for the first time and found Andrew to be friendly, professional and very knowledgeable to help maximize my tax return. I had been looking for a new accountant and very glad I took a friends advise to give HBT a try. Search over! I would definitely recommend them!!
Paras
Oct 25, 2018
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Andrew gives me great advise about my bussiness. After years changing many accountants i came across to andrew. I am very impressed with his genuine advise and help. If you are after an accountant with much more common sense instead just going by the books then go and chat with andrew harper. I will highlyrecommend to anyone.
Kathryn Dawes
Aug 26, 2018
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Andrew is absolutely brilliant at what he does, he's been my accountant for several years and I wouldn't go anywhere else! If you want your tax done well, give Andrew a call!
Amelia Scott
May 31, 2018
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My experience with Andrew has only ever been positive, informative and professional. Andrew has a great bank of knowledge in all aspects of accounting for our business. His deliverance with advice and support is second to none. I would only trust Andrew with our books and business
I have and will continue to recommend Andrew and his company to family and friends..
I have and will continue to recommend Andrew and his company to family and friends..
