This is our command centre. We move beyond compliance to become your strategic partner, focused on one thing: increasing the value of your business. From structuring and performance analytics to succession planning, we’re with you for the entire journey. As Xero Platinum Partners, we also build the efficient digital engine your business needs to run smoothly.

Consider this the bedrock. Flawless, timely tax and accounting is the non-negotiable foundation for every good decision. We handle everything—from BAS and end-of-year financials to complex tax scenarios—for all entity types, including companies, trusts, and SMSFs. Our deep experience in business means we understand your world.

Good data in, good decisions out. We ensure the source of your financial truth is always accurate and timely. We can manage it for you, or we can train and empower your team to run a best-practice system internally.

You’re at the beginning of your journey. The vision is clear, but the path isn’t. You need a partner to help you lay the right foundation – structuring for growth, protecting your assets, and making the smart financial decisions that will pay dividends for years to come.

You’ve built a successful business turning over $2m-$15m or beyond. Things are good, but you know they could be great. You’re looking for a deeper relationship with an advisor who can help you optimise, expand, and unlock the next level of profitability and value.

Your financial life involves multiple entities – perhaps investment properties, a family trust, or a self-managed super fund. You need a high level of expertise to ensure your structures are optimised and your tax obligations are managed strategically.

As a doctor, general or specialist, your financial needs are unique. We have a dedicated team that understands the specific challenges and opportunities you face, from practice management to personal wealth creation.

See our dedicated Bartons Medical integrated offer.

Imagine your accountant, lender, and wealth advisor all executing the same game plan. That’s the power of our integrated model. No conflicting advice. No missed opportunities. Just seamless strategy.

We’re not interested in one-off transactions. We invest in long-term relationships because building significant value takes time and trust. Your success is our success.

Our credentials, like being a Xero Platinum Partner, are proof of our commitment to excellence. It means you get best-in-class advice, systems, and support.

A successful retailer wanted to expand into e-commerce and a second physical location with scope for further locations, but their inventory and cash flow systems were holding them back. Our advisory team implemented a new, integrated point-of-sale and accounting system. This gave them a real-time view of profitability, which allowed our in-house lending team to confidently secure funding for their expansion, turning their growth ambitions into a reality.

A surgeon was ready to launch her own practice. We came in on day one to build the optimal corporate and tax structure. At the same time, our wealth team crafted a personal investment strategy, ensuring her business success directly fuelled her personal financial freedom from the very beginning.

A tech founder had a brilliant product idea but needed guidance on turning it into a scalable, investor-ready company. We started by establishing the optimal corporate structure for asset protection and future capital raising. We then integrated a streamlined accounting system using Xero, providing clear financial dashboards from day one. This strong foundation gave them the confidence and the clean data needed to secure their first round of seed funding.

A high-net-worth family with multiple business interests, trusts and an SMSF was facing the complex challenge of intergenerational wealth transfer. We facilitated a series of family workshops to align the goals of all members, from the founders to the next generation. This collaborative process allowed us to restructure their family trust and corporate entities, creating a clear and tax-effective succession plan that protected their legacy while empowering the next generation.

The owners of a mature business wanted to ensure its legacy continued after they retired. Their key employees were eager to purchase the business, but the existing corporate structure made a buyout complex and tax-inefficient. Our team designed a comprehensive succession plan, restructuring the company to facilitate a gradual employee buyout. This ensured the founders could exit smoothly while rewarding the loyal team who helped build the business.

An accountant tells you what happened. An advisor uses that information to help you decide what happens next. One is about compliance; the other is about growth. You need both, and we provide them in one seamless service.

No. While the greatest value lies in our integrated approach, we’re here to provide the solution that’s right for you. We often start with advisory and tax and can work collaboratively with your existing relationships.

We offer transparent, tailored pricing based on the complexity of your needs. During your initial consultation, we’ll explain our fee structure clearly so you know exactly what to expect – no surprises.

That’s the most important question to ask at the start. There is no single “best” structure; the right choice is unique to your specific situation. It involves balancing three key areas: tax effectiveness, asset protection, and your future goals (like bringing on partners or selling the business). We help you navigate the pros and cons of being a sole trader, a partnership, a company, or using a trust, ensuring you start on the strongest and most secure foundation possible.