Business Details
Trusted Accountants in Geelong Providing Tailored Financial Solutions
Shakespeare Rae is a dedicated accounting and financial services firm committed to building long-term, trusted relationships with clients. Our team delivers personalized financial solutions tailored to individual and business needs, combining extensive experience with a deep understanding of client aspirations. With over 30 years of combined expertise, we specialise in business consulting, accounting, taxation, and financial planning, utilising cutting-edge tools like Xero to enhance efficiency.Our focus on education, support, and proactive advice empowers clients to achieve lasting success. Recognised by clients like Project Materials Australia and Earthtech Electrical for professionalism and cost-effective results, we serve Geelong, Surf Coast, and Melbourne, prioritising transparency and client-centric service.
Services
Business Consulting
Accounting & Taxation
XERO & Cloud
Financial Planning
Highlights and features
- We offer over 30 years of combined experience in accounting and business consulting.
- Our team specialises in Xero cloud accounting software implementation.
- We provide personalised financial strategies aligned with client goals.
- Client testimonials highlight our professionalism and cost-effective solutions.
- We prioritise ongoing education and proactive financial advice.
Associations and certifications
- Xero Partner
What people say
Integral part of our business
Best decision we ever made
Saved us thousands
Guidance gives me confidence
Thoroughly recommend Scott
Services
Business Consulting
Our business consulting services focus on process improvement and strategic growth strategies. We analyse organisational structures to recommend efficiencies, leveraging decades of experience in business restructuring and financial reporting. Clients benefit from tailored advice to enhance profitability and operational effectiveness, particularly in sectors like hospitality and international trade.
Accounting & Taxation
We provide comprehensive accounting and taxation solutions, including compliance, business succession planning, and profit optimisation. With expertise in ATO guidelines and international reporting standards, our team ensures accurate filings while minimising tax liabilities. Services extend to cloud-based accounting systems and real-time financial reporting for businesses of all sizes.
XERO & Cloud
Specialising in Xero cloud accounting software, we help businesses implement efficient digital solutions. Our team guides clients through system selection, setup, and optimisation to improve financial visibility and streamline operations. This service includes ongoing support for cloud-based reporting and integration with other business tools.
Financial Planning
Our financial planning services focus on aligning personal financial goals with strategic investment plans. We offer tailored advice on asset management, retirement planning, and risk mitigation, ensuring clients achieve long-term financial security through informed decision-making and regular portfolio reviews.
People
Callan Shakespeare
CPA & Forensic Accountant
Callan holds a masters in Forensic Accounting and specialises in business restructuring and Xero software implementation. With expertise in financial reporting, he guides clients through complex accounting challenges and process improvements.
Scott Rae
Accountant & Business Advisor
Scott has 25 years of public practice experience, specialising in business consulting and taxation. He focuses on building client relationships to deliver practical solutions for business growth, succession planning, and compliance in diverse industries.
Questions
What accounting services do you offer?
We provide tax compliance, business accounting, financial reporting, and cloud-based accounting solutions using Xero, tailored to individual and business needs.
Do you specialise in any industries?
We work with diverse sectors including hospitality, manufacturing, and international trade, offering industry-specific expertise in compliance and financial strategy.
How do you support business growth?
Through business consulting, process improvement recommendations, and strategic financial planning to enhance profitability and operational efficiency.
What areas do you service?
We primarily serve Geelong, Surf Coast, and Melbourne, with clients across regional Victoria and international operations.
Reviews (3)
A. & A. Jumping Castles Team
Dec 23, 2020
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We have always found the team to be very caring, helpful and professional. They have formed an understanding of our business needs, quite often going above and beyond to offer advice that you wouldn't expect to get from an Accountant.
Carla Egan
Dec 20, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
It's refreshing to find an accountant that you connect with and that you actually like doing business with! Thanks for being a really nice guy Scott and for keeping your clients interest at the forefront of your mind. Highly recommend!
It's refreshing to find an accountant that you connect with and that you actually like doing business with! Thanks for being a really nice guy Scott and for keeping your clients interest at the forefront of your mind. Highly recommend!
Justine Kelly
Jan 12, 2020
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Reliable and trustworthy, I always feel listened to and Scott explains options in a really clear and thorough way.
