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?
We stand by our 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 Advisory
Everest Tax and Property Advisory was born on the 4th of October 2022.
Together Sally and Gerald realised the huge gap in the market to provide quality CFO advisory through their ability to tell the story of business from the numbers. Sally and Gerald specialise in helping businesses grow with adept tax strategies which create more 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 business advisory practice and helped hundreds of businesses to be more successful.
Gerald is a tax and business advisor that grew the business in the last 38 years. Gerald has assisted thousands of clients to save vast amounts of tax and creating wealth exponentially.
John R
Katsuyoshi T
Steve
Rosemary B.
Yoland Y.