
Tax and accounting complianceGetting the basics right
Behind every great business is a great accountant.
Work smarter with our team who can help you reduce your taxes, simplify your accounting, increase your business profits and tax effectively grow your family wealth. All in one place.
We provide personalised, specialised and innovative servicesfor individuals and small to medium sized businesses.
We get to know youby building a strong business relationship with our clients.
We return your calls and emails fastbecause we know your time is valuable.
We don’t keep timesheets and all fees are fixedto encourage interaction with our team – no bill shock.
We empower all taxpayerswith an understanding of their financial needs and choices.
OUR TEAM
Rocco realised early in his career that he did not want to be a typical accountant. He also realised through his experience in working for large and boutique accounting firms that his accounting clients wanted more than their tax returns completed every year. They wanted value added services such as sage tax and business advice to compliment the lodgement of their tax returns.
Consequently, Rocco adopted efficient practices, learned latest software, and implemented cost-effective outsourcing processes to allow him to break down the stereotypical walls of a typical accountant. As a result, he can offer his clients value added services to ensure his clients can make informed decisions when proactively growing their wealth and businesses.
Rocco grew up locally in Wollongong and moved up to the Eastern Beaches of Sydney when he was 21. He loves going to the beach and listening to Spanish music especially after a long day of accounting.
Qualifications
- Registered Tax Agent
- Chartered Accountant (CA)
- Bachelor of Commerce (Major: Accounting)
- Master of Business Administration (Major: Change Management)
- Diploma of Financial Planning (DFP)
- Justice of the Peace (JP)
Awards
2016 Australian Accounting Partner of the Year (<$1bn in revenue)
- Australian Accounting Awards
2017 Editor's Choice Award
- NSW SMSF and Accounting Awards
OUR SERVICES
To ensure you are in control of both your personal and business-related goals we specialise in:
Tax and accounting complianceGetting the basics right
Structuring your business Minimise tax and protect your assets
Focus on
growth Challenging you to explore opportunities
Thinking of your future Business succession and exit strategies for owners
Business innovation Strategies for business profitability
Cashflow management Strategies to maximise your business cash flow