About You

Accounting for business owners
(and their families)

You’ve worked hard to build your business, and you’re proud of what you’ve achieved.

But you don’t just want an accountant who shows up once a year with a tax bill. You want accurate numbers, proactive advice, and a partner who helps you move forward with confidence.

We work with business owners and their family members to make sure both business and personal finances are looked after, because we know the two are always connected.

You’re someone who…

  • Values

    Having clean, accurate numbers so you can make decisions without second-guessing.

  • Wants

    Your accountant to spot issues early and keep you updated, not deliver surprises after the fact.

  • Appreciates

    Straightforward advice in plain English rather than jargon.

  • Understands

    That paying tax is part of success. You want confidence you’re not overpaying, and that every opportunity to plan ahead has been explored.

  • Prefers

    Using technology to save time and reduce hassle.

  • Believes

    In investing in your team, looking after your family, and creating long-term wealth.

What you want

  • Confidence

    That your tax, BAS and reporting are handled properly and on time.

  • Clear visibility

    Of your cashflow and upcoming tax obligations.

  • Practical

    Advice that helps you make better decisions, not just tick boxes.

  • No nasty surprises

    At year end.

  • A trusted

    Partner who’s in your corner and knows your bigger picture.

“Paying tax is part of success. Overpaying isn’t.”

We make sure every opportunity is explored so you can move forward with confidence.

Who we work with

We don’t lock ourselves into one niche, but we do understand the challenges faced by:

  • Professional services

    Medical Practices, Engineers, Consultants, Financial Services.

  • Construction and Trades

    Builders, Subcontractors, Commercial Installers.

  • Property Developers

    Your first dual oc to commercial estates and apartment buildings.

  • Small to Medium

    Business Owners across retail, hospitality, and more.

Whether you’re running a company, managing family trusts, or building personal wealth alongside your business, we make sure the numbers are accurate so both business and family finances stay on track.

What you want to avoid

  • Chasing

    Paperwork or receipts at the last minute.

  • Overpaying

    Tax instalments or falling behind with the ATO.

  • Year-end

    “Coulda, shoulda, woulda” moments where it’s too late to make changes.

  • Advice

    That arrives too late, or in language you can’t understand.

How working with us makes the difference

When you work with Optimised Accounting, you’ll get:

  • Quarterly or monthly

    Reviews of your bookkeeping data, so problems are fixed before they grow.

  • Income

    Tax Forecasting that keeps you in control and prevents nasty surprises.

  • Pre-EOFY

    Tax Planning, so you can take advantage of opportunities before it’s too late.

  • Year-end

    Reporting done smoothly, because everything has already been reviewed along the way.

Once the essentials are sorted, your accurate numbers become the springboard for deeper conversations such as forecasting, planning, cash flow, and strategies to help you grow your business and achieve your goals.

What our clients say:

“Since engaging Optimised we have peace of mind that we are receiving the best advice and that all of our affairs are in order!”

“His expertise has ranged from helping me with the tax matters to helping me maximise the cash flow for business …”

Ready to see if we’re the right fit?

We’d love to hear about your business and your goals. Let’s see if we’re a good match.

Book a Call