Business Details
Trusted Accounting & Advisory Services in Kirribilli
Elevation Accountants & Advisors Accountants and Advisors was established to create collaborative relationships where a team of motivated professionals strive to enhance clients' lives through exceptional accounting, tax, and advisory services. Our proactive team comprises experienced Certified Practising and Chartered Accountants who prioritise building strong client relationships, delivering tangible value, and achieving measurable financial outcomes. We differentiate ourselves through a personalised approach, taking time to understand clients' unique circumstances, challenges, and aspirations to provide tailored solutions. Our core values of Accountability, Care, and Integrity underpin every service we deliver. With some clients maintaining relationships exceeding 15 years, we demonstrate enduring commitment to navigating financial complexities alongside our clients.Our investment in highly qualified professionals ensures we combine technical expertise with practical insights across diverse industries. We focus on empowering clients with clarity about their financial position while developing strategies aligned with their evolving goals. Our team's commercial experience spans private and public accounting sectors, enabling rapid identification of critical issues and implementation of cost-effective solutions. We pride ourselves on being trusted advisors who support clients through all stages of their financial journey, whether managing business growth, succession planning, or personal wealth protection. Our comprehensive services integrate compliance requirements with forward-looking advisory to deliver holistic financial guidance.
Services
Accounting Services
Tax Services
Bookkeeping
Payroll Services
Private Client Services
Business Advisory
Succession Planning
Estate Planning
Virtual CFO
Tax Compliance
Highlights and features
- We offer 15+ years of client relationships demonstrating enduring commitment
- Our team comprises Certified Practising and Chartered Accountants with industry expertise
- We provide tailored solutions aligned with individual client circumstances and goals
- We combine technical accounting knowledge with commercial experience across sectors
- Our core values of Accountability, Care and Integrity guide all client interactions
Associations and certifications
- Certified Practising Accountants
- Chartered Accountants
Services
Accounting Services
Our comprehensive accounting services include financial statement preparation, tax return lodgement, and compliance reporting. We ensure accurate record-keeping and regulatory compliance while providing strategic financial insights. Our experienced team delivers tailored solutions to maintain your business's financial health and support informed decision-making.
Tax Services
We offer strategic tax planning and compliance services to minimise liabilities while ensuring regulatory adherence. Our specialists handle individual and business tax returns, asset protection strategies, and audit support. We focus on proactive tax management to optimise your financial position across all taxation matters.
Bookkeeping
Our bookkeeping services maintain accurate financial records using cloud-based accounting systems. We manage accounts payable/receivable, payroll processing, and BAS/IAS lodgements. We provide real-time financial visibility through tailored reporting to support business decision-making and cash flow management.
Private Client Services
We deliver holistic financial guidance for high-net-worth individuals, including estate planning, succession strategies, and wealth protection. Our services integrate tax planning, investment advice, and intergenerational wealth transfer solutions. We partner with legal professionals to ensure comprehensive personal financial management.
Business Advisory
Our advisory services cover business strategy, mergers and acquisitions, and operational improvement. We provide virtual CFO support, cash flow forecasting, and growth planning tailored to your industry needs. We focus on delivering practical solutions to enhance business performance and long-term sustainability.
Questions
What accounting software do you support?
We support cloud-based platforms including MYOB and Xero, offering software selection advice, data migration, and ongoing training.
Do you offer business succession planning?
Yes, we specialise in succession planning for family-owned businesses, including generational transition strategies and stakeholder communication.
Can you assist with tax audits?
Our tax specialists provide audit support and representation for various tax matters including income tax and GST audits.
What industries do you work with?
Our team has experience across diverse sectors including retail, professional services, construction, and technology startups.
Do you provide payroll services?
Yes, we manage payroll processing, superannuation obligations, and payroll tax compliance using integrated accounting systems.
How do you ensure client confidentiality?
We maintain strict confidentiality protocols aligned with professional accounting standards and privacy regulations.
Reviews (3)
James Machinery Pty Ltd Hanigan
Sep 15, 2021
Report
Positive:Professionalism,Quality,Responsiveness,Value
Elevation Accounting and Advisory have delivered an extremely high level of knowledge, commitment and experience in all aspects of our business. Their detailed assessment of our present and future business structure and tax planning is invaluable. David and his staff and professional and friendly Highly recommended.
Elevation Accounting and Advisory have delivered an extremely high level of knowledge, commitment and experience in all aspects of our business. Their detailed assessment of our present and future business structure and tax planning is invaluable. David and his staff and professional and friendly Highly recommended.
Mark Silva
Sep 06, 2021
Report
We enlisted in the services of Elevation Accountants and Advisors to setup our business. I must say their professionalism, transparency and attention to detail is second to none. Their Managing Accountant Nigel is extremely competent, and provides effective and timely advice. The staff at Elevation are a pleasure to work with and offer great Tax and Accounting services, backed by years of industry experience, led by their Managing Director David. Thank you Elevation - keep up the outstanding work!
Xu Yang
Jul 07, 2020
Report
A group of liars! They never clearly illustrate the work scope in the contract but make a huge amount of money on variations with no explainations.
