Our services – Q&A

Accounting services we provide to our clients

Frequently Asked Questions – Service and our clients

Q. What experience do we offer you?

Geoff Gartly, Chartered Accountant, is the Principal of the practice and has over 30 years in public practice.

Geoff has an enthusiastic team who support the practice and are well diverse in small business matters.

Our practice specialises in assisting businesses and we service a large range of clients dealing with all issues from:

income taxes, payroll issues to general practical business advice.

Q. How long has the practice been operating?

Geoff commenced the practice in June 2000. The business enjoys steady growth and has many loyal and happy clients.

The practice occupies the building in which the infamous “Stacks of Slax” operated for many years.

Q. What kind of clients do we mostly see?

Our clients are proactive, growing and excited to be in business. They operate in a variety of professional, manufacturing or trade related industries, conducting their business using a company, trust, partnership structure or as sole traders.

Many of our Clients are based locally, however we have some in regional Victoria and interstate. With the internet and fast planes, no client is too far away for us to help them. Many of our clients are family businesses or a business comprising of a number of owners.

We also cater for those who require individual taxation returns and advice and can assist you in salary packaging, capital gains tax, rental properties and other taxation matters. We assist many high worth individuals as well as those in business.

Q. What kind of services do we most frequently offer small business clients?

Our clients value the practical solutions we offer to help them. We are proactive advisers and will endeavour to understand your business which enables us to provide you and your business the advice and initiatives that will add to the bottom line.

Our practice provides a variety of services ranging from:

  • Pro active and practical taxation advice
  • Annual, Quarterly or monthly reporting of results
  • Accounting software advice – mainly MYOB, XERO or Quicken/Reckon and some of their add on partners
  • Profit and business performance management and coaching
  • Cash-flow analysis and direction
  • Advice in relation to Self managed superannuation funds
  • Estate planning & business succession
  • We also have a range of other professionals that we work closely with

Q. How do we keep track of a clients business and understand their circumstances?

We make it a point to:

  • Ask Questions about you, your business and direction
  • Visit you and meet your staff
  • Attend your business and staff conferences where applicable
  • Invite you to our client seminars
  • Encourage you to use our reporting services and sit down with us over a coffee and review your result.
  • Our practice has invested in state of the art Financial Modelling Software which allows us to ensure you know the answer to any financial strategy questions before making a decision to implement the strategy.

Q. What is the basis on which fees are charged?

Our Fees are charge on a mixture of time and value basis. We use a different set of rates to ensure the best value for your accounting fee. Basic calls and telephone chats may not be charged, however where the client has received advice and the call is significant, the call will be charged.

At our initial interview will be happy to discuss with you how we charge and our payment terms

Q. Who will look after my business most of the time ?

Our practice is based on the ability of you to be able to communicate with all levels of our service. Where possible Geoff makes himself available for telephone calls and interviews. Where a matter is easily handled by our staff, we encourage you to talk to them first.(Especially if it is a simple MYOB or Quicken question). We also have regular staff meetings to discuss the progress of our work.

Q. Will my affairs remain confidential ?

Yes, most definitely! Your affairs remain confidential between you and our office personnel. We keep your affairs and records for five years and after this we destroy what is no longer required.

Q. What sort of access will I be given to the data you hold about my business ?

We assist you to understand the reports we produce for you. Our records are backed up regularly to ensure the integrity of the system. Where an item requires clarification we will provide you with additional workings and advice.

Q. Do you provide advice on investments and assistance with business & personal financing?

We can assist you in applying for a loan and having the financial modelling software, used by the banks, allows us to present your application in a manner they understand.

“We work closely with various Banks and Trusted Financial Planners to help clients achive their financial goals”

Q. Will you return my calls within a reasonable time?

We are Accountants that return our calls

because we like talking to our clients !

We try to return all calls by the end of the day if possible or at least within a twenty four hour period.

Q. Are you familiar with the accounting/software package I use in my business?

All our staff can use the MYOB, Xero, Quicken or Cash-flow manager software. In many cases we can also use industry based software after a short tutorial from you.

Q. Do you have a newsletter or some form of communication to inform me of issues of interests to my business?

We provide clients with our bi monthly newsletter titled “Beyond Numbers”. This newsletter provides both taxation and business advice.

“Our clients love reading our newsletter because of the practical and interesting articles that our clients relate to”

Back issues can be found on our website.

Q. Does my accountant have to keep up to date?

Yes, all Chartered Accountants must complete a minimum number of hours per year in various forms of Continuing Professional Development (CPD). As Chartered Accountants we are obliged to, and consider it most important to keep up-to date, to ensure we provide accurate advice to our clients.