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 up 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 service includes 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.

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


– Legal Firms

– Entertainment

– Manufacturing

– Wholesale

– Government

– Marketing

– Medical

– IT

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.

As a sole director and a shareholder with a multi-million dollar turnover, I need regular; accurate; timely financial information to help guide my decision making in more complex areas of my business activity.The Everest Tax & Property Team took on a number of projects to help us improve the efficiency of our business processes through an innovative set of financial analysis tools that reviewed our routine practices.As a result, our financial management team is not only able to source to previous critical unavailable data but we are also able to utilise the new systems in place to significantly increase efficiency and our profitability.

John R
I've met Sally as her customer for more than two years. She advises me of the fundamental of financial. It is very helping my financial problem. The relationship we have is more of friends now rather than just clients. I feel comfortable to text or call our accountant Sally and ask any questions at any time - and finally, we love the proactive approach to save us tax!

Katsuyoshi T
The Everest Tax & Property Team helped me set up my business. The advice was great and so were the tips and follow up. Would thoroughly recommend Everest Tax & Property to anyone.

Sally takes a personal interest in identifying her client’s needs. I really appreciate the courtesy and efficiency with which my affairs were managed. I do not hesitate to recommend this business.

Rosemary B.
Professional and with full accounting knowledge. Best accountant I have ever met. Very reliable. Efficient. Highly recommended.

Yoland Y.

How can we help you?

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