Our philosophy is simple we exist to help our clients build a better future. What this means for each client will be different, and therefore the way we help our clients will vary. About Excel Financial Advisors Excel Financial Advisors is a small multi-disciplined regional accounting and advisory firm located in the Port Stephens / Hunter Valley area of NSW. Our client base consists of small businesses, self-funded retirees and individual clients. We assist our clients with their business... Read more

An independent service provider established in 1988. We provide accounting and taxation services to small business as well as to individuals for their personal taxation returns.We always go through a process with our clients before setting up a business in an entity especially suited for the client and their circumstances. Self Managed Super Funds( SMSF) are also a service we provide advice on and provide accounting , taxation service and compliance services. We can set up SMSF only after assessing... Read more

A small accounting firm offering taxation services for small business. We have been operating for 18 years and offer a personal service. We will come to your business premises to learn more about how you operate and get a better understanding of your business. Read more

Universal Taxation is a comprehensive finance and accounting firm that has provided exceptional services since the last nine years. The firm has managed to enhance its reputation over the years offering impressive results to all sorts of public and private businesses. The team at Universal Taxation is adept enough in sustaining supportive relationships where their financial advice has aided businesses to thrive and prosper. Our business is devoted to helping Small and Medium Enterprise as well as... Read more

At Account Aspects we empower business owners with accurate bookkeeping to create opportunities, make decisions and grow their business. We provide Bookkeeping services using Xero from supporting our clients to a complete service including payroll, management reporting and BAS. Read more

FOCCALE Safety Management is a "Safety Enhancement Specialist" offering a holistic approach to work health and safety, Our client are micro businesses up to corporate with up to 50 staff, and also provide "One-Off Projects and/or Ongoing Support Services" to larger organisations. Our service include the development of customised WHS Management Systems Mentoring and coaching, Injury Management, auditing and training. Our Services Include: Ø Safety Consulting & Advisory Ø WHS... Read more

Bookkeeping and BAS service for Lake Macquarie, Newcastle and Hunter. All accounting packages catered for such as MYOB, XERO, Reckon, QB and Cloud based accounting solutions. Mobile service and in house bookkeeping. FREE initial 1 hour consultation. Payroll, BAS/GST PAYG, super and system setup. We provide a local friendly professional service by employing locals who have owned their own business and understand the accounting requirements to run a successful small business. We provide... Read more

BRUTAL HONESTY. RADICAL TRANSPARENCY. FAMILY OWNED. CLIENT FOCUSED. At Newcastle Advisors, we approach things a little differently. If you're looking for someone to sell you a product or tell you everything will be ok (even if it's not...) we're probably not the right team for you. We're dedicated to helping you build, protect and preserve your wealth through comprehensive, holistic financial planning and investment management. Whether you're a young professional just getting started,... Read more

We are a specialist firm advising small businesses and family groups in Newcastle and the Hunter Valley. Our aim is to partner with our clients to deliver strategic financial solutions. A friendly team delivering personal service as your trusted advisers. Read more

Having the right Accountant can make a huge difference to the growth of your business and the accumulation of assets. We work closely with you to build your business from the ground up to make it sustainable and ready for growth. Read more

Are you looking for personalised taxation & business advisory services? Would you like your business needs to be provided by the same practitioner year after year? Then Palfreyman Chartered Accountant could provide the solution to your needs. Located in Cessnock near the Hunter Valley Vineyards, Palfreyman Chartered Accountant provides quality taxation and business services in a friendly and helpful environment. As an accounting specialist, our business is helping you make your business successful.... Read more

Duncan Schofield Financial Services has been in operation since 2001, the company has been built from the ground up by Duncan, managing the financial planning needs of clients ranging in age from 18 to 96. Our main goal is to secure your financial future by implementing strategies not only to grow your financial wealth but protecting you and your loved ones. We are committed to providing you with quality financial advice now and in the future as Schofield Financial Services is here for the long... Read more

Specialist accountant & advisors to business owners, including... * Specialist Doctors (particularly Obs & Gyn) * Hospitality cafes, pubs, restaurants * Tyre Retailers We specialise in..: Strategies to grow your business Structuring your business to pay less tax Structuring you business to protect your assets Estate planning to keep wealth in your bloodline after you're gone. Read more

At Timewise Financial Solutions we know just how difficult it is to juggle the demands of running a successful business. ​ Luckily, we love nothing more than to dive into a mountain of disorganised paperwork and emerge clutching elegant new databases, reconciled bank accounts, and neatly printed reports. We live for the orderly, the precise, and the organised: the ready to be filed away. ​ Our team can save you time and money by getting your books in order, leaving you more time to deliver value... Read more

We offer holistic Financial Planning Services in a warm and relaxed business environment. Our Principal Adviser is a Certified Financial Planner and a member of the Financial Planning Association as well as being the Proprietor of the business. Our Advice includes; Retirement Planning, Investment, Insurances, Superannuation, Estate and Aged Care Planning. When considering a move to Aged Care or downsizing to a more manageable property it is very wise to receive Financial advice to ensure you... Read more

General bookkeeping, Registered BAS agent, end to end Payroll for small to medium businesses, conversion to Xero plus setup and training, XERO certified advisor. We are happy to tailor our services to your needs and budget. With cloud based accounting/payroll package we can offer services australia wide. Read more

Providing expertise to small and medium business owners around tax and business advisory services. We work with clients who want more than just a once a year relationship. As part of our initial meeting, we do a free and confidential detailed review to map out your current structure and previous tax results. From there we make recommendations on how it would look to work with us. Read more

Think Rich Mobile Bookkeeping provides an affordable bookkeeping service across Newcastle, Lake Macquarie, the Lower Hunter and Central Coast areas. We offer on or offsite bookkeeping services using desktop or cloud based accounting software such as MYOB, Xero & Quickbooks. Think Rich Mobile Bookkeeping charges competitive and affordable rates keeping your bookkeeping costs to a minimum. Our bookkeepers are fully qualified and dedicated to providing the utmost professional and confidential service... Read more

Geelong Wealth Advisers offers professional financial and wealth planning services, as well as the highest level of support and advice, to give you confidence in your financial decisions. We work closely with our clients in Geelong and the surrounding areas to guide them through the complexities of financial planning so that their dreams can be realized. We understand how critical it is to maintain focus while making sound decisions about your long-term goals. We are a boutique financial advisory... Read more

The practice provides accounting, tax and business advice. These services have been successfully provided to the community for over 30 years. The practice is a CPA practice Read more

Registered BAS Agent providing attention to detail BAS Services | Bookkeeping | Payroll Services in the Lake Macquarie & Newcastle areas. BAS Services Payroll Services Bookkeeping Monthly & EOFY Reporting Bookkeeping Backlogs Systems & Processes Software - Setup | Training | Support XERO | MYOB | ServiceM8 | WorkflowMAX Read more