Business Details
25 Years
experience
Trusted Accountants and Business Advisors in Albury
At The Next Step Financial Group, we are a dedicated team of accounting and tax professionals committed to delivering comprehensive financial solutions tailored to our clients' unique needs. Founded in 2001 by Roger Schnelle, our firm has grown through a steadfast focus on client-centric service and industry expertise. Our team comprises highly qualified professionals, including Chartered Accountants and certified advisors, who bring decades of combined experience in diverse sectors such as agriculture, healthcare, retail, and professional services. We specialise in cloud accounting technologies, enabling efficient bookkeeping and end-to-end software solutions that empower businesses to prioritise growth. Our services span tax planning, financial reporting, self-managed superannuation, and strategic business advisory, underpinned by a commitment to transparency and ongoing client education.With a deep understanding of local market dynamics, we provide actionable insights that drive profitability and long-term success. Our accreditations with leading platforms like Xero, MYOB, and QuickBooks reflect our dedication to leveraging cutting-edge tools for optimal outcomes. Client testimonials consistently highlight our responsiveness, professionalism, and ability to simplify complex financial matters. Whether supporting small family businesses or larger enterprises, we prioritise building lasting relationships founded on trust and measurable results. Our mission remains to deliver peace of mind through expert financial stewardship, allowing clients to focus on their core operations with confidence.
Services
Business Support
Financial Planning
Cloud Accounting
Self-Managed Superannuation
Tax Services
Details
- Year established: 2001
Highlights and features
- We offer 20+ years of local accounting expertise in Albury.
- Our team holds certifications with leading accounting software platforms.
- We specialise in cloud accounting for streamlined financial management.
- Our services cater to diverse industries including agriculture and healthcare.
- We provide tailored solutions with a focus on tax efficiency and growth.
Associations and certifications
- Xero Advisor
- MYOB
- QuickBooks
- Reckon One
What people say
Excellent service
Highly professional
Timely, pertinent advice
Helped business grow
Peace of mind
Services
Business Support
We provide comprehensive business accounting services including bookkeeping, financial reporting, and payroll management. Our team ensures compliance with Australian tax regulations while offering strategic advice to optimise cash flow and profitability. Clients benefit from cloud-based solutions that provide real-time financial insights for informed decision-making.
Financial Planning
Our financial planning services focus on tax minimisation strategies and long-term wealth creation. We assist individuals and businesses with investment structuring, retirement planning, and risk management. By understanding each client's unique goals, we develop customised plans that align with their financial aspirations and regulatory requirements.
Cloud Accounting
We implement cloud accounting systems using Xero, MYOB, and QuickBooks platforms. These solutions enable automated bookkeeping, real-time financial tracking, and secure document sharing. Our expertise ensures seamless integration with existing business processes, reducing administrative burdens and improving financial transparency for business owners.
Self-Managed Superannuation
We offer specialist advice on establishing and managing self-managed super funds. Our services include fund setup, compliance reporting, investment strategy development, and tax return preparation. We help clients navigate complex superannuation regulations to maximise retirement savings while maintaining ATO compliance.
Tax Services
We provide end-to-end tax services including income tax returns, activity statements, and business entity structuring. Our team stays current with legislative changes to ensure accurate lodgements and identify legitimate tax savings opportunities. We represent clients in ATO audits and help resolve taxation disputes efficiently.
People
Ryan Gilbert
Owner & Chartered Accountant
Ryan holds a Bachelor of Business (Accounting) and Chartered Accountant Diploma. He specialises in cloud accounting solutions and has over a decade of experience serving diverse industries including construction, healthcare, and e-commerce in the Albury region.
Cindy Willet
Senior Accountant
With over 20 years' experience, Cindy is accredited in Xero, MYOB, and Reckon. She serves clients across agriculture, medical, and retail sectors, combining technical expertise with personalised service to deliver practical financial solutions.
Michaela Adams
Chartered Accountant
Michaela has nearly 20 years' experience in tax minimisation strategies. She prepares tax returns for various business structures and holds Xero and MYOB certifications, focusing on agricultural and defence industry clients.
Shelley Lancaster
Senior Accountant
Shelley brings 30+ years' local accounting experience and agricultural industry knowledge. She specialises in small business accounting, leveraging her farm background to provide practical financial advice tailored to primary producers.
Alice Schnelle
Practice Administrator
Alice manages internal operations and HR as Practice Administrator. With a Bachelor of Accounting, she supports the team while ensuring efficient office management and client service coordination since joining in 2015.
Questions
What accounting services do you offer?
We provide business accounting, tax returns, financial reporting, payroll, and cloud accounting solutions tailored to small and medium enterprises across various industries.
Do you specialise in cloud accounting?
Yes, we implement Xero, MYOB, and QuickBooks systems to streamline bookkeeping and provide real-time financial insights for improved business decision-making.
Which industries do you work with?
We serve diverse sectors including agriculture, healthcare, retail, construction, professional services, and primary production with tailored financial solutions.
Can you assist with self-managed super funds?
Yes, we offer SMSF setup, compliance reporting, investment strategy development, and tax return preparation to help maximise retirement savings effectively.
Reviews (4)
Narelle Robinson
Feb 23, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
I can't thank Cindy Willet enough for her support, dedication and approach to assisting our Business. She has the knowledge, experience and professional wisdom we can rely on. A big thank you
I can't thank Cindy Willet enough for her support, dedication and approach to assisting our Business. She has the knowledge, experience and professional wisdom we can rely on. A big thank you
Jock Rogers
May 30, 2020
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Critical:Professionalism
My first time doing my tax as Im a apprentice, messed me around and charged me double absolutely disgusting. Wont be returning
My first time doing my tax as Im a apprentice, messed me around and charged me double absolutely disgusting. Wont be returning
Allira Cordier
Jul 02, 2017
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100% agree with the other two reviews on here. I am very grateful for the support and understanding I have received from Leanne.
Refine Skin
Jun 16, 2017
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I took over a small business in March 2016 and could not have done it without the help and support from Cindy at Schnelle Partners. She has helped me every step of the way and with Cindy's support, and recommendations, the business has been able to grow to its potential. I look forward to working with Schnelle Partners for many years to come.
