About
 

We are a firm with fresh ideas and our talented, fully qualified accountants have over 120 years’ experience servicing clients in our region.

 

We're experienced

Our Principals Richard, Dallas and Michelle have over 70 years’ experience between them.

Our team has worked together for many years.  We know each other very well and enjoy working together as a close-knit team; it was an easy decision to start a new business with a committed and experienced team keen to support our vision.

We are excited to deliver high level professional services whilst striving to always be progressive, forward thinking and personalised.

We understand small business

We are a small business too.  We talk the same language and share the same experiences.  You can be confident that your shared experience with our firm will be a partnership of mutual respect unique to our small firm personality.

 

Let us come to you

We’d love to visit your business to fully appreciate and understand what you do and how you do it.  This assists us to identify opportunities and challenges you may be facing by seeing them through your eyes.

We're local people

We are locally owned and operated, our profits support our families and are invested straight back into our local community.

 

We're community minded

We have a strong sense of community and donate our time and skills to various Not-for-Profit organisations in addition to various sponsorship donations including:
South West Healthcare – Former Board Director for 7.5 years (Richard Montgomery)
Port Fairy Folk Festival Committee – Treasurer (Richard Montgomery)
Brophy Family & Youth Services – Board Member (Michelle Walters)
CPA Australia – Local Branch Committee Member (Dallas Carey)

We offer a range of easy payment options

  • Pay your annual engagement upfront and receive a 5% discount; or

  • Pay 14 days from the date of each invoice ; or

  • Discuss a monthly payment plan option with us.

You can pay via cheque, credit card, EFT or PayID.