+61 3 5221 1000

Geelong Accountants & Financial Planners

 

Our Philosophy – “Professional Proactive Solutions”

We are a Geelong based firm and that aims to provide more than taxation returns, profit and loss statements and balance sheets. We know you and your business so well it makes sense to offer a range of services besides accountancy.

We like to think of ourselves as your business partner. That is, your success is our success. We get involved in your business and work with you on a regular and consistent basis to tackle all challenges that a business may face.
 

Our Approach

ID Accounting & Wealth Solutions is a proactive and dynamic firm, with energetic professionals who are committed to providing your business with the support you need, and most importantly, when you need it.
 

Our Service

We strive to ensure that every client’s expectations are exceeded every time they consult ID Accounting & Wealth Solutions.
 

Fee policy

 

 
 
As a modern and progressive firm we do things differently from most accountants who charge clients by the hour. ID Accounting & Wealth Solutions has found a better way for small businesses to get the service they need – fixed cost project estimates. As a courtesy to you we will let you know in advance how much the job will be, and require a signed acknowledgment before we commence work.
 

By providing services for fixed cost, we:

  • Remove the worry of paying for professional business advice and accounting services when you most need them
  • Remove the ‘surprise’ element associated with traditional charging practices
  • Enable you to plan for the expense and not disrupt cash flow
  • Save you time and money by packaging exactly what you need and delivering better value for money
  • Of course, if the specifications of the project change while work’s in progress, or unforeseen work arises as a result of doing the work, we’ll let you know about these issues straight away and any additional costs
  • Our clients like this approach because it’s convenient, there are no ‘surprises’ and you get exactly the quality, standard and level of service you want, when you need it.
     
     
    We offer a free, no obligation initial consultation to discuss how we may be able to help you.

Our services include:

  • Business Benchmarking
  • Budgeting
  • Business Startup Advice
  • Business Structuring
  • Cashflow Forecasting
  • Financing
  • Management Reporting
  • Mobile Bookkeeping
  • Payroll Services
  • Risk Management
  • Software Solutions
  • Strategic Planning
  • Valuations & Appraisals

Specialty services:

  • Company Secretary
  • Farm Accounting
  • Financial Planning
  • Rental Properties
  • Selling a business
  • Succession Planning
  • Self Managed Superannuation Funds

Taxation services:

  • Individuals
  • Partnerships
  • Trusts
  • Companies
  • Self Management Superannuation Funds
  • GST
  • Payroll Tax
  • BAS Audit Protection