Blue Rock Accounting

Blue Rock Accounting takes a dynamic and pro-active approach to tax and accounting advice which helps our clients achieve long term success. What sets us apart from your traditional accounting firm is our set board meeting process that we run with all our clients. This experience allows us to meet regularly with our clients and facilitate discussions around their short and long term financial goals. We can also provide assistance in all other areas of businesses and we find by meeting regularly we can provide clients with the best advice before they make any decisions. We believe that paying tax is an indicator of financial success and business profitability. However, we will help ensure that prior to the great financial result being achieved we have appropriately structured your business and considered all opportunities to legally minimise your tax obligations. BUSINESS SERVICES Business Structuring Often when we meet new clients, the first thing we talk to them about is their structure. There are good structures and bad structures, and many business problems are caused by poor business structures. Good structures take account of taxation, accountability and autonomy in light of the owner’s goals and ambitions. Business Planning If all business owners planned what they were going to do, mistakes would be less common. At Blue Rock we incorporate reviews of business results, analyse key performance indicators and business performance ratios as well as set tangible action plans that we follow up. We strongly believe that our approach to planning helps clients achieve success and realise their ambitions. Board Meetings One of the key features of the Blue Rock experience is our board meeting process. We meet with our clients monthly or quarterly and facilitate a discussion encompassing financial performance, long term and short term goals, assistance with operational issues, retirement planning and any other issues that our business owner clients need to discuss. TAX Yearly Compliance We only deal with people who are open and honest with their tax affairs. Our expert knowledge in relation to taxation, allows us to legally minimise our clients taxation obligations. Knowledge At Blue Rock we train, discuss and debate positions for clients so that the challenges we face each day allow us to provide the best advice to our clients. If we don’t know the answer to a question, we don’t pretend we do, we go and research it for our clients so they can be comfortable in the knowledge that they are getting the best advice. SUPERANNUATION Superannuation is the best vehicle for effective long term wealth accumulation in a protected environment. We offer advice for both clients who want their own self managed superannuation fund and those who use funds managed by other financial institutions. We genuinely understand there are amazing planning opportunities for people in relation to superannuation and we are well placed to understand the opportunities between superannuation and the family owned business owner.

Address: Level 16, 414 La Trobe Street, Melbourne VIC 3000 Australia

Phone: +61 3 8682 1111
FAX: +61 3 8682 1112