Your needs in accounting and finance – at one fixed monthly fee.
Tax Returns Preparation and Advice
W Advisory offers tailored taxation solutions for Individuals (tax return for residents and non-residents), Businesses and Companies, Partnerships, Trusts, Superannuation Funds, etc. We have expert tax accountants in both Perth and Sydney metro that can: prepare tax amendments for all entities, maximise your tax refund and ensure a fast tax return.
Business Accounting Services
W Advisory offers specialised accounting and tax services for Sydney and Perth metro areas. Whether you have a small business or an individual, we are committed to review and minimize your overall tax liabilities. Our business accounting solutions offers a system of reporting your financial performance to help you grow your business and plan for the future.
Property Investment Advice
We offer a comprehensive end-to-end advise for clients and help them find the perfect property. If you’re considering investing in a direct property, seeking property advice to find the right one at a good price is very important to ensuring good returns over the long term. We always act at our client’s best interest and we are here to help you achieve your financial goals.
Cloud-Based Business Solutions – MYOB
Make your business run easy. Let us handle the hassle of bookkeeping for you. It is simple, efficient and cost-effective. W Advisory offers MYOB, a cloud based business solution that helps you manage your data online, anytime and anywhere. You can access, store, and process data on the internet rather than a local server or a personal computer.
Who we are
Your aid in cloud-based business solutions
W Advisory was founded in 2009, to step outside the typical transactional method of bookkeeping, business accounting and finance to deliver a more holistic approach to servicing clients. Our team has one common goal – to be the expert resource of small businesses and individuals, with a service they can trust. We are Chartered Accountants, tax agents and bookkeepers based in Sydney with over a decade of experience. We work with our clients year-round to make sure that no opportunity is missed and that no issue is left unresolved.
Empowered by Innovation
what we do
We give reason to your investment
- Are you a Medical Professional in Public Health or a Customer Service Representative in a private institution? Do you have properties or investments that need to be correctly accounted for? Are you confident that in preparing your tax return, nothing has been missed? Are you interested in acquiring an investment property? Whatever your profession is, we can help you minimise your tax liabilities and advise you about your investment options. Talk to us today and find out what we can do for you.
- We pride ourselves on becoming an integral partner with businesses who have grown to require full service, but without hiring a full-time bookkeeper. Our fixed fee structure means there are no surprise bills, your work will be completed in good time, to the exacting standards of a Chartered Accountant, not just a certified bookkeeper. Our bookkeepers and accountants work together, to ensure that from preparation to evaluation and consultation to lodgement, we’re all on the same page.
How we do it
We aim to provide the best service to everyone. We ensure that we address all your needs by being always available and being very efficient. We work quickly but accurately and we always make sure that we connect with you.
As we aim to provide excellent services to our clients, we always make sure that we are 100% flexible. We tailor our services to meet the needs of our clients. Everything you need in one package.
We uphold integrity standards in every service that we provide. We protect and maintain the confidentiality of our clients. We also make sure that we are straightforward and honest in all professional relationships.
We strive to be the best. In W Advisory, there are no limits on the services we can provide for our customers. Through our experience we were able to be experts on our field. Hard work, skill, and perseverance enabled us to be excellent in what we do.
In W Advisory, success is not just for us. It’s is also for you, our clients. We are here to help you achieve that and more. Providing you services without boundaries to achieve your goals.
Managing your business accounting should always be personal
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The Ultimate Cheat Sheet on Accounting
W Advisory's Blog and Resources
In reference to an article posted by Kelly Partners entitled “Claiming Rental Property Expenses“, you can claim tax deductions for many of the expenses associated with the property. Some can be claimed immediately, and some are claimed over a number of years. Here are common mistakes/errors committed by rental property owners when it comes to claiming rental[…]
I came across these series of articles by Dan Travis on LinkedIn about how you can make your clients stay and why are they your biggest asset. It’s very informational and it can really help small business owners so I thought thought to also share what he wrote about. In his first post entitled “How to Keep your[…]
Bookkeeping errors are costing small businesses time and money. It is important in any business to ensure hiring a professional and experienced bookkeeper you can trust. Most businesses would not know where to begin when reviewing their bookkeeping or their bookkeepers’ work. The easiest way to tell if your bookkeeper is doing a great job[…]
The “Cloud” In this day and age, technology is everyone’s best friend as it gives convenience to the things we do. And for small business owner’s, the cloud technology is indeed their best friend. Jim Secord, CEO of Kashoo said that the cloud is the business owner’s secret to peace of mind. How is this?[…]
Three Crucial Documents Are you a small business owner? Are you sure that you know the critical things you have to know? Let me share to you 3 documents that are crucial for your business: Profit and Loss Your profits are measured using the net income statement. Consult this statement to make sure you are[…]