ACCOUNTING

TAILORED STRATEGIES FOR YOU BASED ON YOUR SPECIFIC NEEDS

Accounting services are essential to both personal and business success, providing the financial clarity and strategic insight needed to make informed decisions. For individuals, accurate accounting ensures proper budgeting, tax compliance, and long-term financial planning, helping to build and protect wealth. For businesses, accounting services go far beyond simple bookkeeping—they form the foundation for effective management, regulatory compliance, and sustainable growth. From managing payroll and tracking expenses to analysing profitability and preparing for audits, professional accounting brings structure and confidence to complex financial landscapes.

AT THE HEART OF EVERY SUCCESSFUL ORGANIZATION LIES A CLEAR UNDERSTANDING OF ITS FINANCIAL POSITION. ACCOUNTING SERVICES PROVIDE THE ACCURATE REPORTING ANALYSIS THAT BUSINESSES NEED TO STAY AGILE IN A COMPETITIVE MARKET.

Whether navigating cash flow challenges, planning for expansion, or ensuring tax efficiency, a skilled accounting partner offers peace of mind and a strategic edge. By entrusting these critical responsibilities to experienced professionals, clients can focus on what they do best, knowing that their financial health is in expert hands.

ACCOUNTING SERVICES

TAXATION SERVICES

Income Tax Return Preparation (Individuals, Companies, Trusts, Partnerships)
Goods and Services Tax (GST)
Advice & BAS Preparation
Fringe Benefits Tax (FBT) Returns
Capital Gains Tax (CGT) Advice
Tax Planning & Minimisation Strategies
Payroll Tax Compliance
Superannuation Tax Advice
Lodgement with the Australian Taxation Office (ATO)
Handling ATO Audits and Reviews

COMPLIANCE SERVICES

Preparation & Lodgement of Annual Financial Statements
ASIC Compliance (e.g., Company Annual Statements, ASIC Agent
Services)
Corporate Secretarial Services
Superannuation Fund Compliance & Set-up (SMSFs)
Business Name Registration and Renewal
Trust and Company Formation Compliance
WorkCover and Insurance Reporting Compliance

BUSINESS SERVICES AND ADVISORY

Business Structure Advice (Sole Trader, Company, Trust,
Partnership)
Cash Flow Forecasting &
Budgeting
Business Planning and Strategy Development
Succession Planning
Risk Management Advice
Business Valuations

BOOKKEEPING SERVICES

Day-to-Day Bookkeeping
Bank Reconciliation
Accounts Payable and Receivable Management
Payroll Processing
Superannuation Guarantee Compliance
Accounting Software Setup & Training (e.g., Xero, MYOB,
QuickBooks)
Monthly/Quarterly Management Reporting
Cloud-Based Bookkeeping Solutions

I had the pleasure of working with ProInvest throughout the process of purchasing my first home. What anyone needs during that time is the peace of mind that you have great advice and support to help you navigate the process and paperwork. Matt Mufic went above and beyond to help me secure my first place while living abroad. Matt was incredibly responsive outside of his working hours, talked me through signing documents at the Australian Embassy and putting in offers on prospective apartments. Given that I was abroad when I made the purchase, Matt was required to meet with personnel at the bank and continues to work to improve my loan and finance situation. Matt was very friendly and approachable in his communication and always has his customer’s best interests in mind.

Melissa Sweeney – Teacher

Insightful accounting empowers better business.

Wealth is not theirs that have it, but those that enjoy it.

7b Claremont Street, South Yarra, VIC 3141
Call us (03) 9428 0041 Email [email protected]
Financial Services Guide