Your financial statements, done for you

Balance your business finances with the help of our financial statement preparation service

Financial Statements

Struggling to prepare your financial statements?
Feeling overwhelmed with all the paperwork?

Without expert support, you could be missing out on crucial financial insights or, worse… putting your business at risk.

If you’re ready to take control of your finances, you’re in the right place.

Our team of experienced accounting specialists can help you understand your financial position and ensure your statements accurately reflect your business’s performance.

We’ll assess your current financial situation, help you plan for the future, and ensure you’re in the best possible position moving into the new financial year.

  • RBalance sheets
  • RIncome statements
  • RCash flow statements
  • REquity statements

From start-up to scale-up

We work hard to understand your specific needs and any unique industry requirements. 

individuals

Individuals

trades

Trades

medical

Medical

Allied health

individuals

Fitness

Dance studios

Dance studios

medical

Holistic health

Retail

not for profit

Charities

Dance studios

Start-ups

medical

Service-based business

Emerging industries

not for profit

Manufacturing

Importing

Importing

medical

Cafes

Healthcare and NDIS services

Healthcare and NDIS services

Have multiple sources of income?

Invest in property and other assets?

Financial statements can be tricky, especially when you add in assets and multiple income streams.

That’s where we come in.

We’ll get you up-to-date, help you understand your financial position, and ensure your statements accurately reflect your financial performance.

Ready to get your finances in order?

goal aligned advice

Advice aligned to your goals

Tap into our knowledge base for the absolute latest in industry and business-specific financial reporting advice and insights.

goal aligned advice

Maximise your financial potential

Unlock the full potential of your business by leveraging our expert strategic advice to maximise your profits and ensure your business’ financial health.

goal aligned advice

Flexible solutions

Choose from a range of consulting options that suit your needs, from one-time consultations to ongoing support, all delivered in a way that works best for you, whether that’s in person, over the phone, or via video call.

Meet our financial statement preparation specialists

Sam Keats | Director & Accountant

Sam Keats | Director & Accountant Bachelor of Business (Accountancy)

Sam is a taxation specialist with over 20 years’ experience.

Highly sought after for her expertise, Sam is on hand to help you with all your taxation needs.

Sam also brings a wealth of experience working with not-for-profits and has sat on the board for a broad range of charities over the years.

Whether you’re a business owner (large or small) sole trader, not-for-profit or are searching for trust or individual support, Sam can help.

Rebecca Cornish Accountant

Rebecca Cornish | Accountant Bachelor of Business & Commerce

Rebecca’s specialty is in business growth, development and future planning.
With extensive experience in public practice, she’s here to help you with all your business taxation and compliance needs.

Chat to Rebecca for:

  • Virtual CFO services
  • Advice on all things new business and structure
  • Support with trusts, companies and sole trader taxation requirements
Melanie Thomson Accountant

Melanie Thomson | Accountant Bachelor of Commerce (Accounting)

Melanie has extensive experience in public practice and holds strong relationships with all of her clients. Specialising in supporting small to medium businesses, Melanie can help guide you through complicated and time consuming accounting and BAS requirements.

Chat to Melanie about:

  • Accounting and tax returns for trusts and companies
  • Tax returns for sole traders
Chris Fox | Accountant

Chris Fox | Accountant Bachelor of Business (Accounting)

Chris has years of experience in public tax practice. Building strong client
relationships and supporting you through the complexities of taxation and compliance is what Chris does best.

Chat to Chris about:

  • Individual taxation requirements
Got a question?

We’re here to help.