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PROFILE

About us

A critical role of the advisor is to understand you, your business and your goals. This is our focus – we want to get to know you. All our advice is delivered with our vision in mind – your ability to understand the advice, to learn from it, to utilise it and to perhaps be inspired to share it.

Our core values and virtues

Core values & virtues are strongly held beliefs about what we hold as esteemed, important or acceptable. Too often a list of values becomes a list of words that sound good but hold little sentiment. We need values. They help us to respond in tough situations and allow us to forge lasting relationships with those around us. Equally important is their role as our ethical and moral compass; to which we can hold ourselves to account and by which others can hold us to account. Having clearly defined values makes life (and business) easier. As we list our values we urge you to consider your own.

Approachability & Acceptance

Preparation of financial statements is not just about facilitating the preparation of tax returns. At times we know our clients will require financial statements to assist with financing and decision making. We engage in the prThe keystone of a profession is the inherent trust one can readily place upon a professional. We need to first be approachable and have acceptance of others (regardless of differences) so they in turn feel free to come to us openly.

Diversity & Open Mindedness

We often learn the most from those who differ from us. Diversity is more than just acknowledging differences but rather striving to expose ourselves to (and embrace) diverse people, experiences and ideas.

Accountability and Integrity

We must be accountable to our values and be responsible for our actions and decisions. This underpins our integrity; which is our consistency towards values and actions with unbroken completeness.

Probity and Transparency

Adherence to the highest principals and ideals; probity towards honesty and honour. An active regard for the standards of our profession, in how we interact with all people and demonstrated through consistent transparency.

Courage & Sincerity

Critical to providing advice is having the resolve to speak one’s mind from an authentic place even if this is to convey adverse or negative opinion. The right advice is not always what people want to hear but providing the right advice regardless is the courageous thing to do.

Consistency & Dependability

Consistency is not a synonym for boring but rather the ability to provide a sense of comfort in the decisions we make based on our actions towards them having consistent reliability. From this reliability we can afford a level of dependability by keeping our word and being there for others when they need us.

Enthusiasm & Optimism

If you are optimistic about the outcome, and embrace it with enthusiasm, challenging situation lose some of their difficulty and often you will achieve positive results.

Experience & Wisdom

Wisdom is the application of knowledge & experience tempered with time. Learning from both inward and outward reflection allows us to grow as we recognise the value that comes from different experiences, whether positive or negative.

Playfulness and Humour

Wisdom is the application of knowledge & experience tempered with time. Learning from both inward and outward reflection allows us to grow as we recognise the value that comes from different experiences, whether positive or negative.

Mission statement

We empower our clients to achieve their business and life goals through the sharing of expertise and quality education. We provide a platform for our staff to grow professionally and personally so they can exceed their client’s expectations. We create a positive environment that allows us to achieve our own success measured by the success of our staff and clients.

Our measure of success

The realisation that because our clients have learnt from us they are less reliant on us to make the decisions that allow them to achieve all their goals.

RESUME

Employment

2017 - Present
Web Development Agency
(Hilton Head Island)

Managing Director

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2016 - 2017
Web Development Agency
(Hilton Head Island)

Team Leader

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2014 - 2016
Web Development Agency
(Hilton Head Island)

Senior Developer

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2010 - 2014
Web Development Agency
(Hilton Head Island)

Junior Developer

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EDUCATION

2010 - 2014
Web Development Agency
(Hilton Head Island)

Managing Director

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Aenean ultrices risus fermentum risus mollis varius.

2016 - 2017
Web Development Agency
(Hilton Head Island)

Team Leader

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Aenean ultrices risus fermentum risus mollis varius.

2014 - 2016
Web Development Agency
(Hilton Head Island)

Senior Developer

Curabitur consequat velit.
Aenean ultrices risus fermentum risus mollis varius.

2010 - 2014
Web Development Agency
(Hilton Head Island)

Junior Developer

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Aenean ultrices risus fermentum risus mollis varius.

SERVICES

The needs of a business are unique to itself. The level of services one business requires can differ significantly from another business even if they are essentially the same. This is because different proprietors have different expectations, different skill sets, different focuses. We look to define the services you need and want us to handle but more importantly give you the tools and skills to handle those you’d prefer to keep in house (whether it be to control or simply to save on cost). We can tailor our services to your expectations whether you are a sole proprietor, run a small family business or have a complex structure incorporating multiple entities.

Financial Reporting (Financial Statements)

Preparation of financial statements is not just about facilitating the preparation of tax returns. At times we know our clients will require financial statements to assist with financing and decision making. We engage in the preparation of financial reporting for all purposes including end of financial year accounts, interim accounts and management accounts. We couple this with our work around accounting & financial management systems and client education to ensure these processes are as efficient as possible.

Company & Trust (Business) Taxation Services

When it comes to tax we aim to minimise your liability to the best extent we can. This involves more than just looking at the numbers at year end. It should be a process of management, ensuring your business is best suited to make decisions on an ongoing basis that will make minimisation of taxation liabilities a reality. The right education around core taxation matters including understanding how your decisions will impact on tax, guiding you to make these decisions correctly and helping you plan for taxation obligations and liabilities is the core of our taxation services.

Activity Statements Services (BAS & IAS)

We understand that the key to managing the obligations and liabilities in relation to activity statements can be a burden for many businesses. Your focus should be on your business (and making it profitable and successful). We have varying levels of service we can offer around the preparation, lodgement and management of activity statements – tailoring our services to your needs whether that be a full management, preparation & lodgement service to educating you to manage the process including preparation & lodgement effectively yourself.

Individual Taxation Services

We have broad experience dealing with a diversity of individuals from all walks of life. We are we suited to handle your individual taxation requirements whether you are a sole trader or employed (and no matter what area of employment or business you are in). This includes where you may have poor lodgement history (and perhaps multiple years not lodged). Again, we focus not only on the preparation of tax return but also on the effective assessment and management of your obligations and liabilities. This includes forward planning and management around the events that will impact on your individual taxation position.

ATO Correspondence Services

We are well versed in dealing with the ATO. Our understanding of the taxation system and experience in corresponding with the ATO leaves us well placed to assist and advise in relation to all ATO correspondence including assisting with the management of taxation obligations & debt including negotiating with the ATO on your behalf. We can also assist with other statutory bodies correspondence such as the SRO and Work Cover Authority.

ASIC Agent & Registry Maintenance Services

Keeping your records with ASIC up to date and correct is an important part of running your company. As a registered ASIC agent, we can assist with these matters. From change of address notifications to complex equity changes we are here to help. Management of your corporate registers and trust secretarial folders is complex. There are many documents produced in relation to your entities that are required to be kept as part of these registers and secretarial folders. There are also ASIC legal requirements on the accessibility of your registers.

Self managed superannuation services

We have many years of experience providing advice and services in relation to self-managed superannuation funds. From establishment to ongoing management and advice we can provide the guidance and services required to ensure you manage your SMSF correctly. SMSF compliance and management are complex matters so we are more than happy to provide the right guidance as you need it. We engage experts in the field which ensures that our advice and services are of the highest standard. This extends across the range of services we offer including (but not limited to):

SMSF establishment

SMSF advice

Annual account preparation

Annual taxation returns

Annual audits

Ancillary SMSF services

CONTACT

Phone

(03) 9133 6075

Address

Level 1 / 79 Princes Way, Drouin VIC 3818

LET'S GET STARTED

© Peter Bateman Accounting Pty. Ltd.