Our business is all about our relationship with our clients.

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Who We Are

About our company

We are a Geelong based accounting firm who has very close ties to Surfcoast Financial Group, a financial planning practice in Torquay.

We are one of the only female run and operated accounting firms in the Geelong area.

We utilize strong referral arrangements with trusted professionals who share our approach to help us achieve the best result possible.

Our aim is to help you deal with all the financial aspects of your life, in as efficient and effective a way as possible.

We will:

  • treat you as an individual
  • work with you providing clear outcomes and solutions
  • respect you and your right to confidentiality
  • acknowledge your right to be treated fairly
  • be as proactive as we can for all your compliance needs

Many of our clients have been referred to us from other satisfied customers.

Our Employees:

  • have many years’ experience in a wide variety of industries in various occupations which helps us provide a more well-rounded approach
  • have vast experience with all areas of bookkeeping and data entry
    • including programs like MYOB, QuickBooks and XERO
    • areas like payroll, bank feeds, bank reconciliations, debtor/creditor reconciliations
  • Can provide for all your accounting needs and aim to be as practical and approachable as possible
  • Can mentor you in your desire to use your programs more effectively, saving you time and money.

We offer a full range of services for all your accounting and financial planning needs.