Business Details
Expert Accounting & Financial Services in Geelong
Founded over 50 years ago by Mr Patrick Rowan, our firm has evolved into a respected team of experienced accountants, tax advisors, and superannuation specialists serving Geelong and Melbourne. We specialise in delivering tailored financial solutions that empower clients to achieve their goals through simplified, professional guidance. Our expertise spans accounting, business structures, tax minimisation, and financial planning, supported by strategic partnerships with Apt Wealth Partners. We prioritise proactive advice, leveraging cloud accounting technologies and industry-leading software to meet evolving client needs. With offices in Geelong and Melbourne, we combine deep local knowledge with a commitment to transparency and client-centric service.Our team includes CPA-accredited professionals and XERO Gold Partners, ensuring technical excellence across all services. We maintain strict confidentiality and ethical standards, treating every client relationship with the utmost professionalism. From business establishment to retirement planning, we provide comprehensive support tailored to individual and organisational requirements. Our proactive approach ensures clients remain informed about legislative changes impacting their financial position. With a legacy of trust and expertise, we continue to support Geelong's business community while expanding our reach through strategic alliances.
Services
Accounting
Bookkeeping
Business Structures
Financial Planning
Tax Minimisation
Mortgage Broking
SMSF Advisory
Medical Professional Consulting
Highlights and features
- 50+ years of local accounting expertise in Geelong
- Tailored financial solutions for individual needs
- XERO Gold Partner status for accounting software excellence
- Strategic alliances with award-winning financial planners
- Proactive approach to tax and business structuring
Associations and certifications
- CPA Australia
Services
Accounting
We provide comprehensive accounting services including financial statements, tax return preparation, and cloud accounting solutions. Our team offers performance benchmarking and management accounts to help businesses make informed decisions. Utilising MYOB, QuickBooks, Xero, and Reckon, we ensure accurate financial reporting tailored to your business needs.
Business Structures
Our specialists advise on optimal business structures considering taxation environments and future growth. We assist with company/trust establishment, restructures, and succession planning. We ensure structures adapt to changing circumstances while utilising tax roll-over provisions to minimise liabilities during business transitions.
Financial Planning
Through our partnership with Apt Wealth Partners, we offer tailored financial planning covering retirement, superannuation, and investment strategies. Services include wealth protection, estate planning, and aged care advice. Our approach integrates property financing solutions to align with clients' long-term financial goals.
Tax Minimisation
We develop strategic tax plans to reduce liabilities through cashflow analysis and income projections. Our services include profit extraction strategies and annual tax return preparation. We advise business owners on proactive year-end planning to optimise tax outcomes while maintaining compliance.
SMSF Advisory
We assist with self-managed superannuation fund establishment and compliance. Our team coordinates annual audits and compliance requirements while partnering with financial planners to ensure optimal retirement strategies. We provide ongoing support for SMSF investment decisions and regulatory adherence.
People
Damien Allott
Director
With extensive experience in accounting and business advisory, Damien provides strategic guidance to clients across various industries. He specialises in tax planning and business structuring while maintaining a focus on client relationship management.
Daleene Kroger
Director
Daleene brings expertise in financial reporting and compliance, supporting businesses through complex regulatory environments. She focuses on delivering tailored solutions that enhance financial performance and operational efficiency for clients.
Adrian McCartney
Director
Specialising in SMSF advisory services, Adrian ensures clients receive expert guidance on retirement planning and superannuation compliance. He works closely with financial planners to integrate superannuation strategies with overall wealth management.
Helen Pemberton
Director
Helen provides comprehensive tax advisory services, helping clients navigate complex taxation requirements. Her expertise includes business succession planning and strategic tax minimisation strategies for growing enterprises.
Luke Szczepanik
Director
Luke specialises in medical professional accounting, offering tailored financial solutions to healthcare practitioners. He focuses on industry-specific challenges including practice management and asset protection strategies.
Questions
What accounting software do you support?
We support MYOB, QuickBooks, Xero, and Reckon accounting software programs for cloud accounting and bookkeeping services.
Do you offer SMSF compliance services?
Yes, we complete annual compliance requirements and assist with fund audits for self-managed superannuation funds.
Are you open on weekends?
Our offices are closed on Saturdays and Sundays, operating Monday to Friday from 8:30am to 5:00pm.
Can you help with business structure changes?
Yes, we provide expert advice on business restructures including company/trust structures and succession planning.
Do you offer financial planning services?
Through our partnership with Apt Wealth Partners, we provide comprehensive financial planning services including retirement and investment strategies.
Reviews (1)
Rogan Smith
Nov 15, 2020
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I have had a few accountants over the years but none have been so thorough and professional. I was in need of help and Andrea guided me through with amazing levels of communication and hard work. I have and will continue to recommend these guys to family and friends. Thanks so much Andrea and Helen!!
