Caulfield Accounting & Tax Specialists

We understand that every business is unique and requires different business advisory services support

All of our advisers are trained in the Caulfield Accountants way and the latest insights – a culture that puts our client first and aims to develop strong and trusting business advisory relationships.

Without trust, there is no communication and without communication, we can’t help you realise your business strategy. Caulfield Accountants equips our advisers with the communication tools to build lasting relationships with excellent client service as the focus.

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Our experience is broad and our advisory offering is extensive, some examples include:

  • Strategic planning – developing your roadmap for the future
  • Business operation reviews – giving you back time through process efficiency
  • Reporting structures – ensuring you get the right information with time to act
  • Business performance improvement – gathering insights and acting on them
  • Value creation – monitoring and implementing strategies to grow your business value
  • Sales readiness – working with you to make your business more saleable
  • Succession planning – structuring for your future
  • Accounting and reporting – preparation and management of your compliance needs
  • Cloud accounting support – unlocking efficiencies and saving valuable time.


We help with lodging your small business’ company tax return, as well as making claims for possible deductions on tax and also help with drafting your financial statements for business and tax purposes.


Are you an entrepreneur or small business owner looking for streamlined online bookkeeping services? Our expert and proactive accountants do more than clean your books, they provide strategic insights and reporting to drive growth.


Our team are passionate about helping people build their dream business which is why we’ve helped thousands of small business owners just like you gain clarity and scale to new heights. Along with our dedicated and proactive accountants, our technology-driven and cloud-based solutions help streamline your accounting requirements to directly boost efficiency in daily operations and increase business growth.

Book a free financial strategy session

Speak to an advisor today

Accounting for Mid Tier Businesses

With over three decades of business development, consulting and taxation experience behind us, we can assist you in implementing the right solutions for the best results.

Whatever your stage of business development - from start-up through to larger established businesses, our advisory team can assist.

We encourage meetings at our client's premises on a regular basis, to ensure we fully understand their business and it's culture.


At Caulfield Accountants we offer a full range of service solutions including:‍

  • Quarterly (and on ad hoc) meetings to review performance
  • Business planning
  • Support to users of MYOB, Xero and other software
  • Accounting and technical support
  • Wealth generation
  • Asset protection
  • Intergenerational change and succession planning
  • Financial diagnostic analysis
  • Cash flow and profitability
  • Wealth Maximisation & Succession Planning
  • Specialised Industry Services
  • Forensic accounting
  • Business compliance
  • Business valuations
  • Strategic planning
  • SMSF, Business Structures and Family Trusts

Our goal is to not just to make your business more efficient, but to make it as successful as possible. You owe it to yourself to invest your time and future in the right people to help you grow.

For more information about our comprehensive business advisory services and ways that we can help grow your business, please contact a member of our team.

Individual accounting services, wealth strategy, insurance, and financial management. Prepare and lodge your tax return with Caulfield Tax Accountants, a registered tax agent in Caulfield. Let us do the hard work, with professional advice and ensuring maximum refund and paying minimum tax.

Are you already operating or considering starting a business as a sole trader? Caulfield Tax Accountants can help as we are a 'one-stop-shop' for accounting services and tax advice for sole traders and small businesses.

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Professional Services

Providing accounting, tax and business advisory to professional services industries comes naturally to Caulfield Tax Accountants. We have a large clientele of professional services clients who seek advice and knowledge specific to their industry.

Suppliers, importers, large chain stores, changing demographics, and new sales channels all just some of the current challenges for the retail industry. We help retailers find solutions to these kinds of challenges.

At Caulfield Accountants, we’re passionate about seeing small business thrive. We’re committed to utilising our expertise across all facets of business planning to advise you on how to reach your goals.

We do this by taking a holistic overview of both the financial and non-financial aspects of your business and identifying scope for improvement in a way that is easy to understand. Our business advisory services include helping with:

  • Initial set up of your company
  • Strategic planning, budgeting, cash flow, and financial forecasting
  • Identifying growth areas and pathways to reach them
  • Regulatory and compliance services
  • Effective management of your team and how make the most out of your talent
  • Creating, measuring and reporting KPIs
  • Accounting systems and processes
  • Business succession and estate planning

Setting up your company

There are many complexities involved in setting up a new business, and it’s important that you lay solid foundations right from the outset.

We can help you determine the best structure for your company, develop a risk management plan, and establish efficient management systems to give your business the best possible start.

Budgeting, cash flow, and financial forecasting

The importance of solid financial management for the future is commonly overlooked by small businesses, and is often neglected until the cracks start to appear.

Regulatory and compliance services

Depending on a number of factors, including the size of your business and the industry in which it operates, you will be subject to various regulations in Australia.

Our team has decades of experience in explaining these regulations in a manner that is easy to digest and to ensure that your business is compliant with appropriate laws.

How to make the most out of your talent

Staff are arguably one of the most important assets a business has, and it is worth investing in them.

We can provide assistance with recruitment of key personnel, conducting appraisals, advising on salaries and remuneration, methods of staff retention and training, and helping with internal restructuring.

Business succession and estate planning

Given all the hard work that building up a business takes, it can be hard to say goodbye – so it’s important to do it right. We can help you develop an exit strategy well in advance which will allow you to have control over your small business’s future while ensuring that you are compensated for all the time and effort you invested.

Our experienced accountants and lawyers are ready to provide you with a range of business advisory services.

Business Advisory

Building and maintaining a successful business in today’s rapidly changing environment is a balancing act. Sustaining year on year growth, while keeping up to date with commercial and legislative compliance and managing the challenges of daily business operations, places huge demands on business owners and directors.

Our specialist advisors work with you in a role to help you plan and implement contemporary business practices that will allow you to keep a close eye on the detail while not losing sight of the big picture.

Our Self Managed Super administration service can help you achieve the benefits of an SMSF by taking care of the administration and compliance of your SMSF, creating free time for you to focus on the critical job of managing the investments of your fund.

With a self-managed super fund, you are in charge of your super and where it is invested, plus you manage those investments yourself.

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Financial Advisory

At Hillyer, Richeswe provides comprehensive financial advice to our clients with an enthusiastic and proactive approach. Our strong team of experienced professionals will work with you towards identifying valuable solutions on how best to achieve your goals. Caulfield Tax Accountants is a Caulfield based Chartered Accounting firm offering timely and cost-effective services to both individuals and businesses. We consist of a team of accountants and business consultants dedicated to providing the highest quality accounting, taxation, bookkeeping, and business advisory services.

Since its inception, Caulfield Tax Accountants has been at the forefront of tax and accounting, providing a broad range of services to local businesses in Caulfield. We offer Individual Tax Returns, Business Taxation and Accounting, Financial Planning, Self Managed Superannuation Funds, and Bookkeeping services.

Caulfield Tax Accountants understand Doctors and Healthcare professionals require specialist attention. Our team of experts offers friendly, industry-leading advice relating to tax, GST and compliance that will maximise your return, addressing all your financial requirements.

We have extensive experience in servicing the manufacturing industry, including the provision of accounting, information technology, and audit services, and regular periodic management reporting. Supplemented with more detailed financial analysis, this lies at the heart of astute commercial decision making.

Caulfield Tax Accountants Tax Accountants in Caulfield also specialise in helping small businesses to achieve great things. Whether you run a bar, restaurant or coffee cart, our accountants are here to offer an extensive range of accounting support services for your hospitality business.

Book a free financial strategy session

Speak to a business specialist today

Expert Business Consultants In Caulfield

We are an Australia client-focused company, with a team of skilled advisors that work in collaboration to provide cutting-edge business solutions.

With years of experience in creating comprehensive action plans for businesses, we are capable of tailoring solutions to every business need.

Our dedicated team of business consultants in Caulfield, follow step-by-step approach while developing a plan to help your business become more productive, competitive and profitable.

We pride our skills and expertise as business consultants in Caulfield while identifying the issues that abstain business growth and help you find solutions that are critical for achieving success.

You can rely on our business advisory services to help you and your business prosper and grow.

Our sole aim is to aid Australian small businesses identify problems and leverage top-tier business growth opportunities.

We have extensive experience in financial services for medium-sized trade businesses. The services we offer are all aimed at doing what really matters – ensuring your financial growth and freeing up your time so that you can enjoy life. 

We understand what farmers require to effectively manage the finances of their farming operations. We have been a leading provider of business and financial advice, taxation, and accounting services to Primary Producers and the rural sector for more than 30 years. Enquire today to find out how we can help you with your farm.

Our experience and relationship with franchise groups give us real-time insight into franchise systems and their performance. We provide franchises with business, taxation and accounting services. We can also act as consultants to the head franchisors in setting up cloud accounting & business and structures.

At Caulfield Tax Accountants, our specialist property tax accountants in Caulfield are renowned for their property tax accounting services for property investors. Our property tax accounting and tax advice extend to the various estate planning factors including ownership and control of assets.

It is the process of assessing the current state of a business. This includes looking at crucial business areas including finance, sales, team, systems, and risk factors.

With Caulfield Accountants you can conduct a Free Business Health Check. Simply sign up and log in to our easy-to-use platform. You will be asked a series of questions relating to your business and provided with a comprehensive report. The report will provide an overall health score, as well as individual departmental scores and advice.

With Caulfield Accountants online business health check, customers will receive topline results immediately through an online dashboard which include an overall health check score. A comprehensive PDF report is then emailed within 24 hours. The full report is detailed, and the advice is instantly actionable and measurable. 

From a business perspective, financial health is a holistic look at key aspects of a business including profitability, cash management, liquidity management, and future growth prospects. By looking closely at financial statement and applying a range of financial ratios, one is then able to measure a company’s performance and financial position.

A company that can pay debts easily and has good prospects of growth is considered to be in a healthy position. In contrast, a company that is consistently unable to meet its financial requirements could be facing insolvency. Trading insolvent is illegal, and directors may be held liable for doing so. For more information, read out complete guide to insolvency.

The most appropriate wat to manage business finances is by employing an expert which in this case is an accountant. Below is a list of the reasons Why Your Business Needs An Accountant:

  • Optimal structure
  • Minimise you tax bill
  • Best accounting software
  • Smarter cash flow management
  • Budgeting and spending
  • Review, forecast and plan
  • Revenue Growth
  • Set goals and benchmarks

A business advisor does more than just look at financial records. As part of our business advisory service, an expert will analyse all aspects of an organisation to identify problems, recognise potential risks, and capitalise on opportunities. This includes strategy, marketing, human resource, technology, and operations.

Once completed, we will provide you with a specific set of recommendations and how to best implement them. Moreover, we will work alongside you to monitor, review, and make any necessary changes to help secure your financial future. Speak to one of our experts today.

Involves receiving accounting and financial reporting advice from qualified experts. This is particularly useful for new businesses or those looking to go expand their operations and subsequently increase their number of employees.

Caulfield Accountants also provides forensic accounting services for the purposes of investigation, due diligence, and company valuation for any sale, merger, or acquisition.

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