WORKING WITH US
We deliver accounting services to small and medium business owners, with a dose of genuine caring and education
Open, Honest, Educative
How We Work With You
We work differently to most other accountants. We don’t believe in once a year, superficial conversations where you simply hand over your files (and a cheque) and get given reams of undecipherable numbers in return.
Instead, we want to get to know and understand your business throughout the year.
We want to be part of the ongoing conversation about your business, helping you make decisions, clarifying questions and talking through any issues you may be having.
We want you to be excited and happy when we call, not have your stomach clench in fear or worry.
We want to help you understand why you are taking a particular accounting action and what the implications are, whether it is a simple company return for ASIC or more complex as working out the return on investment of your marketing spend.
You see, we teach and educate – and don’t just process numbers.
We ask a lot of questions and dig a bit deeper than you may be used to with your old-school accountant, and we do it all virtually, which means no more wasting hours traipsing across town to stuffy offices with no parking. We are simply at the end of the phone or your computer.
We know that this way of working and support may feel a bit strange at first. But our clients tell us once they get used to it, they would never go back.
The Elephant In The Room
How Much Does It Cost?
We know that our extra support and training takes more time and costs more than your standard vending-machine accounting, but the business outcomes and peace of mind that you get are definitely worth it.
Yes, you can pay a standard accountant to simply process your numbers for you once a year, but you will remain in the dark about what it all means and will never have the certainty that your day-to-day decisions about your business are the right ones.
You will have to rely on hope and trust: hoping and trusting that you are doing everything correctly, but never being 100% sure that the right decisions are being made for you and your business.
With our approach, you are learning and building your skills each day, so that you can confidently make better decisions for your business now and into the future.
Fixed-Fee Accounting Packages
We offer fixed-fee accounting packages, with fees spread out over the full year to help you manage your cashflow.
We know there is no such thing as a cookie-cutter business, which is why we don’t offer cookie-cutter fee packages.
We tailor your fixed-fee accounting package to the level of support you need – ranging from answering the odd email question and doing the major tax pieces for you right through to detailed business reporting and monthly management meetings.
Every package (even our most budget-friendly ones) come with our fast, responsive Helpdesk support included in the fee so you can ask any questions you have throughout the year without worrying about extra bills.
Tell us what you need, and we will tailor a support package to suit. All it takes is a phone call to explore your options, determine if we’re a good fit for each other and to work out the best package for your budget.
What You Can Expect From Us
Knowledge and wisdom: We share what we know in a way that is easy to understand. We are always happy to answer questions and will explain your options and allow you to make the best call for you.
Accuracy: In a world where everyone is trying to change it up and do things differently it’s still important to get the fundamentals correct. We get the numbers right.
Open and honest communication: We encourage you to challenge our assumptions and recommendations just as we will challenge yours. You can always expect to get our honest opinion. In our experience frank, open discussions get the best results for everyone involved.
No (bad) surprises: Our services are designed to be proactive and fixed-fee. You will always be well aware of timelines and obligations. The aim of this is to ensure you have plenty of warning of impending issues and you always know exactly how much our advice is going to cost beforehand. You will never get a surprise invoice from us.
Fast results: A key element of our ‘less stress’ approach to accounting services is faster job completion times. You won’t be waiting six months for us to finish a job!
Confidentiality: Our team understands the responsibility that comes from being a trusted part of your team and having access to your sensitive information. You can trust us to keep everything confidential.
100% Knows Accounting and What Will Help Me and My Business The Most
I found Phil just after I read Profit First and decided I wanted to use it for my business. I had also decided it was time to get serious about my accountant needs and stop settling for accountants that I saw for five minutes once a year and who I never felt really cared about my business.
I can say without a doubt that having Phil as my accountant grew my business and my profit. While I saw the value in the Profit First system, I know I wouldn’t have implemented it as efficiently without his help and guidance to customise it to my business. In fact, I likely wouldn’t have got to it at all.
When Phil helps me with my accounting needs, I can tell he 100% knows accounting and what will help me and my business the most. He is not just my accountant, he is someone I trust to give me the best advice, and he supports my business growth and really cares.
I can recommend Phil without hesitation to anyone who is serious about growing their profits and doing the best for their accounting.
What We Expect From You
Trust: To help deliver the results you want we need you to be open and honest with us. We need the complete picture, the good and the bad and the seriously ugly, to do our best work. We can’t fix a problem until we know it exists.
Communication: Quite simply, we need access to you, to your team and to anyone else in the business who can help us achieve great results. We’re not an accounting firm you talk to once a year to get your tax return done.
Willingness to Learn and Adapt: Our approach to Accounting, Tax and Business Management is very different to most other accounting firms. For our system to work, we need you to be actively involved in the process and working with us to overcome any obstacles preventing your business from thriving.
Feedback: We need to know when things are going great and when they’re not. In exchange, we’ll let you know when there’s cause to celebrate or a challenge to overcome.
Do what you say you will: In any good working relationship both parties must be able to rely on each other. If we schedule a meeting, be on time. If you promise to provide information by a particular date, meet the deadline. That way we can help you succeed.
Want to see if we are right for you?
It all starts with a free 20-minute chat over a virtual coffee.