About Wealthcrest Accountants
At Wealthcrest Accountants, we aim to provide you with outstanding financial and professional services with a personal touch.
We understand that the key to long-term success for your business is focussing on both your current situation and planning for the future. With us in your corner, you will have a partner you can trust to have your best interests at heart — as you grow, we grow.
More Than 15 Years Experience
With more than 15 years of experience in accounting for both corporate and SME companies, we bring a wealth of expertise to the table. We focus on delivering accounting solutions for SMEs, sole traders, high-income earners and investors in Sydney’s Hills District, Norwest, Bella Vista, and the surrounding area. Making sure we get it right from the start means you can watch your business grow and have more free time for yourself.
CPA Firm
Wealthcrest Accountants is a CPA firm, so you know you are getting a service from someone with finance, accounting, and professional business knowledge. We want to help you increase your wealth and profits, reduce risk, and implement streamlined systems — and we do this for a fixed fee, so you know exactly what you will pay.
To find out how Wealthcrest SMSF Accountants can help you, contact us for a free consultation.
What Makes Wealthcrest Different?
Accounting can be complex and perplexing to the uninitiated — not to mention incredibly time-consuming. We take the time to get to know your business and understand what you need. By streamlining your finances, we release you to do what you do best — helping you concentrate on building your business.
Our no-fuss approach means you can ask us anything you want, no matter how simple or complicated it may seem. Your concerns will always be treated seriously, and solutions will be found. We want to know the ins and outs so we can get it right every time.
Gaining an understanding of your individual circumstances helps us apply our expertise to all your financial, accounting, and tax affairs. You will be able to relax knowing we have your back and your affairs are being managed properly. So, how do we do this?
We Work Hand-in-Hand With You
Financial affairs are treated as a collaboration between our clients and us. We want to determine exactly what your needs are — and we do this by talking with you until we are sure we have the full picture. Our advice can then be tailored using our team of trusted professional experts — which includes, financial planners, lawyers, corporate advisors, insurance specialists and finance brokers.
Free Up Your Time
Our mission is to provide financial services that are exceptional and delivered maintaining the highest levels of professionalism, honesty and integrity. Your needs, now and into the future, are at the forefront so you can achieve success in the long term. We focus on providing all of our services efficiently, so you have more time to focus on the things you enjoy.
Elevate Your Profits
Whether your business has been running for years or is just starting out, Wealthcrest Accountants will help you fully harness your wealth and business profits. We offer first-class tax, financial, and business advice from qualified professionals who care.
Fixed Fee Accountants
We see ourselves as a trusted partner to strong and growing businesses in the Hills District and North West Sydney. We have a reputation as a highly professional and dynamic accounting practice, driven by honesty and integrity at every turn. We know how important it is to budget for expert financial advice, so we offer a fixed fee arrangement. By assessing upfront the scope of work required, we can cost this for you before we start.
Contact Wealthcrest today for your free consultation with our friendly experts.
What Can Wealthcrest Do For You?
As qualified CPAs, Wealthcrest doesn’t just manage your books. We can administer and accelerate the growth of your business — offering a fresh set of eyes to spy out opportunities and help you act on them. We can assist with all aspects of your business, from everyday operational support, to expansion, sale, or transition to retirement.
The abundance of expertise and knowledge we have amassed ensures we offer compliant solutions which are also creative. Our real-world experience is applied to ensure you get the solution that best suits your business model — helping promote growth and increased wealth. Working with Wealthcrest Accountants provides access to a network of trusted and professional advisors, which include lawyers, financial planners, corporate advisors, finance brokers and insurance specialists.
Don’t let tax be taxing! Wealthcrest Accountants can help high-net-worth individuals and SMEs navigate stress-free through an ocean of complex tax issues. Our proactive approach ensures strategic planning, on both personal and business-related matters. By using the right cost-effective process, we can make sure your tax obligations are minimised, your returns maximised, and your assets are protected.
Whether you invest in property, managed funds, equity, cryptocurrencies, or have any other financial interests, the tax implications are often complex. Wealthcrest Accountants provide sound advice on the tax planning and implications of buying and selling investments — potentially saving you thousands of dollars.
Services we offer High-Income Earners and Investors typically include:
- Proactive tax planning and advice.
- Tax services for investors.
- Optimising negative gearing for property investors.
- Capital gains tax calculation and advice.
- Succession planning.
- Insurance reviews.
- SMSF set-ups and annual compliance.
- Advise on investment structures (like Discretionary and Fixed Unit Trusts).
Accounting Services for Small Businesses include:
- Preparing activity statements (GST).
- Preparing financial reports.
- Preparing payroll tax reports and STP.
- Liaising and negotiation with the Australian Taxation Office (ATO).
- Preparing fringe benefits tax returns.
- Proactive tax planning and advice.
- Outsourced bookkeeping and payroll service.
- Business structuring advice.
Our Virtual CFO, Australia tasks include:
- Financial forecasting and reporting, including due diligence and auditing.
- Strategic advice and mentorship tailored for your business.
- Operations management.
- Cash flow management.
- Review and development of processes and systems.
- Asset management.
- Taxation.
- Statutory compliance.
Get in touch with our experts today and find out how we can help increase your wealth and save you time.
Our Areas of Expertise
Wealthcrest Accountants cater to many different financial and tax aspects of small and medium business enterprises (SMEs). These include:
Growing Your Wealth and Increasing Profits
- Tax and business compliance.
- Tax and business advice.
- Investment tax services.
- Advice on salary packages.
- SMSF set-up and compliance.
- Reviews of business costs.
- Identifying key drivers for profitability.
- Financial and business analysis.
- Proactive tax planning.
- Goal setting through financial reviews.
- KPI reporting (financial and non-financial).
- Outsourced CFO and financial department services.
Diminishing Financial Risk
- Reviews of internal controls.
- Analysing working capital.
- Structuring superannuation.
- Cash flow analysis.
- Protecting assets.
- Insurance reviews.
- Advice on small business structure.
- Cloud accounting facilities.
Growing Your Wealth and Increasing Profits
- Tax and business compliance.
- Tax and business advice.
- Investment tax services.
- Advice on salary packages.
- SMSF set-up and compliance.
- Reviews of business costs.
- Identifying key drivers for profitability.
- Financial and business analysis.
- Proactive tax planning.
- Goal setting through financial reviews.
- KPI reporting (financial and non-financial).
- Outsourced CFO and financial department services.
Diminishing Financial Risk
- Reviews of internal controls.
- Analysing working capital.
- Structuring superannuation.
- Cash flow analysis.
- Protecting assets.
- Insurance reviews.
- Advice on small business structure.
- Cloud accounting facilities.
Set-Up and Administration of SMSF
Planning for the future is a necessary part of life. Wealthcrest Accountants enable you
to take control of the investment decisions of your superannuation — with the primary objective of providing retirement benefits for your members and their dependents. The range of services we offer include:
- Assistance with setting up an SMSF.
- Preparing financial statements in accordance with the Superannuation Industry Services (SIS) Act.
- Preparing tax returns, member statements and TBAR for the SMSF.
- Managing and liaising with external auditors to provide an annual audit report for the fund’s compliance.
- Advising trustees on maintaining compliance.
- Preparing necessary minutes as required by the SMSF.
Get in touch with our experts today and find out how we can help increase your wealth and save you time.
Professional Network of Trusted Advisors
Working with Wealthcrest Accountants provides access to a network of trusted and professional advisors, which include lawyers, financial planners, corporate advisors, finance brokers and insurance specialists.
This affords you the full picture concerning your business, taxation and finances — providing you with peace of mind that all bases are covered at all times.
Set-Up and Administration of SMSF
Planning for the future is a necessary part of life. Wealthcrest Accountants enable you
to take control of the investment decisions of your superannuation — with the primary objective of providing retirement benefits for your members and their dependents. The range of services we offer include:
- Assistance with setting up an SMSF.
- Preparing financial statements in accordance with the Superannuation Industry Services (SIS) Act.
- Preparing tax returns, member statements and TBAR for the SMSF.
- Managing and liaising with external auditors to provide an annual audit report for the fund’s compliance.
- Advising trustees on maintaining compliance.
- Preparing necessary minutes as required by the SMSF.
Get in touch with our experts today and find out how we can help increase your wealth and save you time.
Professional Network of Trusted Advisors
Working with Wealthcrest Accountants provides access to a network of trusted and professional advisors, which include lawyers, financial planners, corporate advisors, finance brokers and insurance specialists.
This affords you the full picture concerning your business, taxation and finances — providing you with peace of mind that all bases are covered at all times.