Yes, Berwick is one of our core service areas. Our office is in Lyndhurst, which is a quick drive from Berwick’s main commercial and professional precincts. We work with professional services firms, allied health practices, retailers and family businesses throughout Berwick, Berwick South, Harkaway and the surrounding Casey region. Most of our day-to-day work is done via Zoom and cloud accounting tools, so we’re accessible no matter how busy your schedule is — but we’re also close enough to meet in person when that suits you better.

We make switching straightforward and painless. Once you’ve decided to move, we manage the entire handover — we write to your previous accountant to collect your records, assess what we’ve received and make sure we have a complete picture of your affairs before we do anything else. You don’t need to chase anyone or worry about files being lost in the transition.

We tailor the meeting cadence to what your business actually needs. For professional services clients and growing firms, we typically recommend quarterly meetings as a baseline — enough to stay on top of your financials, plan ahead for tax and review your position. Businesses going through growth, restructuring or a major transaction often benefit from monthly touchpoints.

Our core client base is small to medium-sized businesses — from sole practitioners and partnerships through to companies turning over several million dollars. In Berwick this includes physiotherapy practices, financial planning businesses, multi-staff retail stores, consulting firms and real estate agencies. We also work with high-income individuals who have more complex personal tax situations.

We operate on fixed-fee arrangements for most ongoing services — so you always know what you’re paying before the work starts and there are no billable-hours surprises. The exact fee depends on the scope of what you need, the complexity of your affairs and how frequently we engage. We begin every new client relationship with a no-obligation consultation.