Being "Beyond The Numbers" means you are (much) more than a number to us

The relationship we establish with you is based on mutual respect, shared values and the commitment to working with you to help you to achieve your objectives in the short, medium and long term.

"Beyond The Numbers" also means that we don't just focus on your bottom line. We know that your life is not just about your income and expenses, and your assets and liabilities. Achieving a work-life balance, succession planning for your business, protecting your assets and the legacy you wish to leave behind for your loved ones are equally important considerations to be factored into the strategies we develop and implement for and with you.

With a clear focus on helping you to achieve what is most important to you, our service offering is wide-ranging and more importantly delivered at the highest standard. Testament to this has been our solid base of loyal clients and staff, and our recognition by various professional bodies for the following awards:

2017

  • Finalist - Accounting Firm of the Year, SMSF and Accounting Awards
  • Finalist - Tax and Compliance Firm of the Year, SMSF and Accounting Awards
  • Finalist - Multi-service Firm of the Year, SMSF and Accounting Awards
  • Finalist - SMSF Adviser of the Year (Manish Sundarjee), SMSF and Accounting Awards
  • Finalist - SMSF and Accounting Professional of the Year (Manish Sundarjee), SMSF and Accounting Awards
  • Finalist - SMSF Specialist Accountant of the Year (Manish Sundarjee), SMSF and Accounting Awards
  • Finalist - Partner of the Year (Manish Sundarjee), SMSF and Accounting Awards
  • Finalist - SME of the Year, India Australia Business & Community Awards
  • Finalist - Business Leader or Professional of the Year (Manish Sundarjee), India Australia & Community Awards 
  • Finalist – Boutique Firm of the Year, Australian Accounting Awards
  • Finalist - Firm of the Year (Less than $1bn in Revenue), Australian Accounting Awards
  • Finalist – Diversified Firm of the Year, Australian Accounting Awards
  • Finalist - Professional Development Program of the Year, Australian Accounting Awards
  • Finalist – Executive of the Year (Less than $1bn in Revenue)(Manish Sundarjee), Australian Accounting Awards
  • Finalist - Partner of the Year (Boutique Firm)(Manish Sundarjee), Australian Accounting Awards
  • Finalist - Partner of the Year (Less than $1bn in Revenue)(Manish Sundarjee), Australian Accounting Awards

2016

  • Finalist – Boutique Firm of the Year, Australian Accounting Awards
  • Finalist – Diversified Firm of the Year, Australian Accounting Awards
  • Finalist – Executive of the Year (Manish Sundarjee), Australian Accounting Awards

2015

  • Winner – Small Business of the Year, Indian Executive Club Awards
  • Finalist – Male Executive of the Year, Indian Executive Club Awards
  • Count Star Member Award of Excellence for "providing outstanding professional financial planning advice" 

2010, 2009, 2008, 2006, 2005, 2003, 2002

  • Count Award of Excellence for "outstanding achievements in providing professional and independent financial planning advice to Australians"

Contact us for a chat today.