Our Story


We are an accounting, taxation, advisory and wealth creation business but we’re so much more than that. That’s because our WHY, which encompasses and drives everything we do, is to create real, lasting, transformational change for ourselves and our clients.

We believe in talking to our clients (crazy notion we know) and asking the right questions to find out what you really want from your business & your finances as well as what is really going on behind the scenes. We seek the best outcomes for our clients, often through cloud based solutions and Verne Harnish’s Gazelles method, that will help you not just have good businesses and financial situations, but great ones.

We are excited (which we know is unusual for accountants) about the possibilities for our clients and motivated to help you have the best financial situation you can possibly have that is right for you. We are coaches, mentors, accountants (or, as we prefer, accountanistas) money gurus, authors, IT experts, occasional-counsellors and are always on the lookout for the best possible solution to help our clients reach their goals.

We are based in the Blue Mountains and Sydney but travel regularly to Melbourne, Brisbane and thanks to the cloud and Skype continue to look after clients all over Australia (and the world).

We know we’re not for everyone. If you’re after a ‘tick & flick’ you really should just go and save your money & talk to H&R Block. But if you’re tired of the same result and want to work with a team that are passionate about your business and your finances… then we may be just the answer you’re looking for.

Want to know more? Take a look at who makes up A&TA at Our Team, read about what we’re doing in the Media or maybe see what Our Clients have to say. Or if you already suspect we’re what you’re looking for, get in touch with us and we can organise a get-together either virtually or in-person.