smart accounting decisions
Its easy, when you have the right help.
Tax is one of the biggest costs to your business. It is vital to know how much you must pay and when. It also makes good business sense to not pay more than you have to. This is our focus while navigating the compliance mind field for you.
Successful businesses don’t just succeed because they have a great service or product. They thrive because they know what’s coming. Setting goals and monitoring your progress is the real difference between success and failure.
The SMSF is everchanging and can be complex. Therefore we have a team dedicated to SMSF advice and compliance only. A SMSF can be a very effective part of your business and/or wealth creation structure.
The key objective of our Board of Advice service is to maximise opportunities for our clients to achieve all their future growth, improvement, succession and estate planning aspirations. Key features of our Board of Advice service include
- Meeting regularly with you
- Reviewing and discussing changes in the key financial/industry performance indicators
- Resolving governance issues, implementing risk minimisation strategies
- Addressing current/future strategies and operational matters
Our goal is to help you to retire financially secure by providing good quality independent and objective advice.
Our business valuation method is an accurate way of determining the correct profit multiple and value with consideration of the business profit, risk profile and cash flow.
The method we use has received patent approval in Australia and has been tested and approved in court.
Our valuation approach allows you to understand the impact of change, significantly reducing risk and providing confidence in decision making.
As the tax system in Australia becomes increasingly complex, businesses and individuals need timely solutions without wading through complicated tax law. Our Tax Service professionals offer clear, concise advice to manage your local and international tax issues.
- Preparation of Annual Financial Accounts
- Preparation of Income Tax Returns
- Standard Xero Subscription
- Bi-Annual Meeting with an Accountant
- Activity Statement (BAS) Lodgement (Monthly IAS if applicable)
- Submit Annual Payroll & Payment Summaries
- Annual Tax Planning
- Support Queries
- Includes CFO Lite +
- Quarterly Meeting with an Accountant
- Annual Budgeting and KPI’s via Crunch Boards 3-Way Forcasting
- Access to Crunch Boards
- Management Reporting Pack Provided at Quarterly Meeting
- Includes CFO +
- 12 Month Rolling Forecast with KPI’s via Crunch Board 3-Way Forecasting
- Accounting plan tailored to your business needs
Partner - B. Comm, IPA.
Andrew has been with atr Accountants for (guess how many?) years. He has seen many changes in that time both in the office and with valued business clients.
Outside of the office, Andrew is a busy father of Sam and Nina and always has a project on the go (great architectural dreams) with partner, Emma. He will often been found on the family farm, and talking shop with other dairy farmers, with his extra curricular involvement with Moo and You.
Partner - B Ec, CPA
Lured to the NW coast by his wife, Lucy as a great place to raise children, Oscar and Leo, Cameron is now firmly fixed in the local scene.
Cameron volunteers his accounting prowess outside of the office and is Treasurer for the Boat Harbour Surf Lifesaving Club.
You might find him in the ocean, when he’s not nutting out the best moves for your business.
Accountant - B. Comm, CA
This local firefighter and father of three, has all the qualifications you’d expect of an Accountant from the University of Tasmania. He’s a CA and has 16 years of accounting experience with 11 years of public practice experience. Most notably 4 of those have been in multi-national corporate accounting! Impressive!
Daniel also volunteers his time as Director of Vincent Industries Inc – an Australian Disability Employer
Accountant - B. Bus, CPA.
Alison enjoys helping clients to find the best outcomes for their taxation and compliance needs and is continually building on her expertise.
Outside of work, she is one of the passionate founders of WIN (Women’s Interactive Network) empowering professional women in the local area with regular events!
Accountant- B. Bus, CPA
Mother of two, she has much on the go!
She has a keen interest in agricultural businesses and operates a cropping enterprise with her husband. You also might find her with a green thumb gardening, doing craft and travelling.
Accountant - B. Bus
Rosalie specialises in Self Managed Superannuation and finds enjoyment in the interactions with the variety of people and their circumstances this inevitably brings. She helps clients understand their fund and operate it successfully.
She is also a crafty mother of two boys and highly involved in community development projects that particularly involve families and their children. Rosalie is an advocate for gymnastics as an entry level activity for all sports!
Accountant - B. Bus
Hannah has returned to atr Accountants after living in Newcastle for the past three years. She dedicates her days to Self Managed Superannuation Funds, working alongside Rosalie.
The soon to be first-time mum dreams of sunny days spent in the Greek Islands and trekking around Europe!
What could keep you busier than working in our office you say…… TWINS, we recon. Mum to two gorgeous boys, Linda has a passion for all things corporate secretarial.
Her spare time is spent caring for her horses and playing sports. And lets not forget Taxi-ing around those busy boys.
Sharyn had a brief stint studying Psychology though has found her feet at the front desk in atr Accountants, where she now understands how important good financial guidance is. She does not have much free time with three girls Laine, Montana and Bailey (with husband, David) that “are not little anymore (no one told me that you are just as busy when the kids get older!”
Free time is “when the dog walks me”, cooking for family and friends, reading a good book and making great memories at the shack in Boat Harbour. Sharyn is dreaming of a quieter time when she might travel with her husband…
Client Services - Currently Studying Accounting
Georgia is one busy girl, she is the office guru, part time waiter at a local italian restaurant and also currently studying Accounting with Uni TAS.
Outside of work realms, Georgia can be found running around with the local girls football team and is passionate about travelling.
Meet Cassidy. You may have already made acquaintance over the telephone. Cassidy is a friendly face in Client Services who has her roots deep in the region. Born and bred on the North West coast, Cassidy is currently on a local dairy farm and enjoys after-hours interior decorating decisions.