Accurate numbers today. Smarter business decisions tomorrow.

Tax and BAS are the foundation. What sets us apart is using that data to give you clear advice, proactive planning, and the peace of mind that your business is always on track.

Why you will love us

Your Strategic Partner

You’ll have more than an accountant. You’ll have a partner in your corner to support your growth, identify opportunities, and guide your next steps.

Proactive Support

You’ll never feel left in the dark. When questions come up, you can reach out knowing you’ll get timely, clear answers that keep you on track and prevent surprises.

Always a Step Ahead

You can stop worrying about deadlines. We keep you ahead with a clear plan and timely reminders, so you always know what’s coming next, without having to think about it.

A Springboard for Your Growth

With the basics covered and your numbers accurate, new possibilities open up: forecasting, planning, and insights that help you move toward your goals with confidence.

How we work with you

Services

Accounting & Tax

(The Essentials Package)

Your foundation for peace of mind. Quarterly reviews, accurate BAS, tax planning, and year-end reporting done right.

Tax Advisory

Stay ahead, not behind. We forecast, plan, and structure so there are no surprises at tax time.

Business Structuring & Restructuring

Set your business up the right way, or re-align it as you grow. For protection, efficiency, and flexibility.

SMSF

Take control of your super with expert SMSF setup, compliance, and ongoing management.

Cashflow Forecasting & Management

Clear visibility of where your money is going and what’s coming next. So you can make decisions with confidence.

Bookkeeping & Accounts Management

From keeping your records clean to managing the day-to-day, we make sure your numbers are always accurate.

Performance & Growth

Go beyond the numbers. Track performance, unlock insights, and spot opportunities to move your business forward.

Business Advice

Straightforward, proactive advice tailored to your goals. When you need it, not months later.

WHAT OUR CLIENTS SAY

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Virginia Witts profile picture
Virginia Witts
20 September 2025
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As an estate executor I engaged David and found him to be very approachable, accessible and helpful with the many questions I asked. David always responded promptly and in detail to my emails and phone calls. I was extremely happy with his service and subsequently engaged him again for another estate. Thank you David.
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Daniel Dekleva profile picture
Daniel Dekleva
8 September 2025
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Shaun and David are amazing operators, a pleasure to deal with.
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Maeve Marie O Donnell profile picture
Maeve Marie O Donnell
8 August 2025
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I have been with Optinised Accoubting as a sole trader for the last 10 years and couldn’t recommend them more. The team is knowledgeable, professional, kind, approachable and excellent communicators. I couldn’t recommend highly enough.
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Wendy profile picture
Wendy
7 August 2025
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I met with David this morning for my first ever visit with an accountant. As a newly starting small business, David answered all my questions (some of which may have been silly 'rookie' questions), with absolute professionalism, politeness and most of all warmth. He has completely put my mind at ease and I cannot recommend him enough.
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Taner Kibar profile picture
Taner Kibar
6 August 2025
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I've had the pleasure of working closely with David from Optimised accounting and the team as a referral partner, and I can confidently say they are outstanding at what they do. Their professionalism, attention to detail, and genuine care for their clients set them apart in the industry. Every client I’ve referred has spoken highly of their experience — not only for the quality of accounting advice provided, but also for how approachable, responsive, and proactive the team is. It’s rare to find an accounting firm that combines technical expertise with such a personal touch. I wouldn't hesitate to recommend them to anyone needing reliable, high-quality accounting services. Looking forward to continuing our great working relationship!
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Kazze Howell profile picture
Kazze Howell
31 July 2025
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Optimized Accounting has been a game-changer for our business! Their team is incredibly professional and lovely to work with, providing not just expert financial guidance but also unwavering support tailored to our unique needs. We especially appreciate their personalized approach – they truly understand our situation which assists us in achieving our goals. Beyond their expertise, they have been a pleasure to work with. If you're looking for an accounting partner genuinely invested in your financial success, look no further. Now, we can finally focus on our core business, not the books!
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maree styles profile picture
maree styles
16 July 2025
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I was hesitant about changing accountants again. But after speaking to David for 10 mins we knew the change needed to be done. The whole team, David, Ellen, Julia and Abby are really the A team. I cannot recommend highly enough
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Aiden Galea profile picture
Aiden Galea
15 July 2025
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Thank you David! My experience with Optimised accounting has allowed me to have detailed clarity and visibility over our business cashflow which has been a huge part in helping our business growth and profitability. In the past, I’ve dealt with accountants that are not heard from until tax time, and then tax returns that are lodged blindly which has caught me out with huge unexpected tax bills. Since Optimised, I have never had these issues. The level of detail and care that they have for my business it’s as if it’s it their own. Truely an accounting partner that I can recommend to any growing business operator. Thank you!
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Tristan Burke profile picture
Tristan Burke
11 July 2025
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Couldn’t recommend David more strongly. I’ve engaged David on several occasions, and have also referred my own clients to him, and each time I’ve been left feeling that I’m in (or my clients are in) a very safe, competent pair of hands. David’s knowledge is vast, and he is very commercially minded. You never feel like you’re troubling him with questions and he always goes above and beyond to answer your questions and address your concerns. He’s a genuinely kind and caring advisor, which goes a long way. If you’re looking for more than just a reactive accountant and want someone who’s on the ball, pragmatic and has the bigger picture in mind, get in touch with David.
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Nayla Taula profile picture
Nayla Taula
10 July 2025
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Choosing to work with Optimised Accounting has been one of the best business decisions we have made. We feel supported and empowered to make better financial decisions for our business and ultimately, our family. David and Ellen are our A-Team and we look forward to working with them for many more years to come.