Climb to the Top With us
Realise your full potentail
Part Time Virtual CFO, Tax Planning, SMSF, Accounting & Property Advice for Success
We help clients manage tax effectively through tax planning strategies, using accounting systems to help clients understand the stories behind their numbers, they are able to understand what numbers mean and be able to make better decisions and use Self Managed Super Funds and property to create your wealth.
To help business to generate profit then retain after-tax profits, and invest surplus largely to grow.
Using design thinking, we listen to what clients have to say, then we create strategies based on this thinking and continuously improve these processes using the Kaizen process.
In the spirit of reconciliation, Everest Tax & Property acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community.
We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.
How Do Virtual CFO Services work?
Our virtual CFO service partners you with a dedicated CFO and a team of virtual accountants, CPAs and tax professionals who will work with you to help guide your business to success. Our tax and accounting services include more than just basic bookkeeping and accounting; we provide comprehensive financial reporting, forecasting and a variety of tax services for our VCFO clients, ultimately providing the financial peace of mind business owners need.
Our tax accountant in Melbourne stands by clients throughout the year from a tax planning perspective so they don’t have any surprises at the end of the year!
Looking to the Future
Technology is advancing at a rapid rate. What are you doing to stay on top of the wave?
Industries we work with:
– Construction
– Renewable Energy
– Warehousing
– Not-For Profit
Organisations
– Legal Firms
– Entertainment
– Manufacturing
– Wholesale
– Government
– Marketing
– Medical
– IT
Industries we work with:
About Everest Tax & Property
Everest Tax & Property was established in October 2022.
Together, Sally and Gerald realised the huge gap in the market to provide quality CFO accounting advisory through their ability to tell the story of businesses from the numbers. Sally and Gerald are small business accountants in Melbourne who are dedicated to helping businesses grow with adept tax strategies that create wealth from properties and Self-Managed Super Funds (SMSFs).
Meet Us
Sally is a virtual CFO. During the last 15 years, she has built a very successful practice that offers business advisory services in Melbourne to help business achieve success.
Gerald is a tax and business advisor with 38 years of experience. Gerald has assisted thousands of clients to save vast amounts of tax and create wealth exponentially.
Tax and Accounting Services We Offer
- Virtual CFO Services – We offer fixed cost virtual CFO business accounting for Melbourne companies, providing them with the services they need without having to hire a full-time CFO.
- Corporate Tax Planning – Our chartered tax accountant in Melbourne can implement tax minimisation strategies that will legally reduce how much tax our clients pay.
- SMSF Administration – Our SMSF accountant in Melbourne can set up and manage Self-Managed Super Funds on behalf of our clients.
- Property Tax Consulting – Our property tax experts can handle all property purchase and property development tax accounting requirements.
- Bookkeeping & Accounting – We offer bookkeeping and accounting services in Melbourne that allow businesses to maintain better transaction records.
- Business Succession Planning – Our business succession planning consultants can create and implement a business succession plan and business exit strategy.
- Business Restructuring – We can restructure your business to prevent it from going into insolvency in the future, as well as identify opportunities for business growth and development.
- Business Sales & Purchases – Our business advisory accountant can help vendors prepare to sell their business or assist potential buyers in acquiring a new business.
- Not-for-Profit Auditing – Our business accountant in Melbourne can handle any reporting and legislative requirements on behalf of not-for-profit organisations.
- Government Grants – Our accounting advisory team can recommend innovation grants and R&D incentives charitable organisations are eligible for and ensure they remain tax compliant.
Contact Us Today
Call Everest Tax & Property today on (03) 9467 3844 or contact us online to enquire about the tax and accounting services our Melbourne firm offers.