WHAT'S INCLUDED *

GST & BAS Preparation & Lodgement
Quarterly Business Review & Analysis
Tax Planning
Business & Entity Tax Return Preparation & Lodgement
Financial Statement Preparation & Lodgement with Accounts Presentation
Quarterly Management Meetings
Individual Tax Return Preparation & Lodgement
Fringe Benefits Tax Return Preparation & Lodgement
Annual Payroll & PAYG Payment Summary Preparation
Work Cover, Payroll Tax & Staff Super Support & Assistance
Tax Query Assistance
Corporate Secretarial Support
ADMINISTRATION
Xero Subscription
Access to MyKearney Online Client Portal
Ongoing Xero Support

STARTER

Summary
 
 
 
 
 
 
 
 
 
 
 
 

STANDARD

Detailed
 
 
 
 
 
 
 

ENHANCED

Detailed
 

CUSTOM

 

† All prices exclusive of GST and subject to change.

* Services subject to reasonable limits. Prices may vary based on the complexity of your circumstances.

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Testimonials


John Doolan | With Us Since 1987

CEO, KE Software

I have been a client for more than 25 years and have been delighted with the service they have provided. Our use of their services has grown each year and they now provide both our company and me personally with a range of professional accounting and financial advisory services. They have contributed enormously to the growth of my company and my financial health. I have no hesitation in recommending them to anyone with accounting or financial planning needs.

Lauren Staley | With Us Since 2009

Director, Infolio Property Advisors

I initially came to Kearney Group for assistance with my business set up and accounting. It was at that initial visit I realised that Kearney Group could also look after my personal affairs. Having both my business and personal affairs managed through the same group has been pivotal to performance and understanding of the flows from the business through to my personal position. As the accounting and the planning areas can liaise directly with each other, I am not required to reproduce information for a third party meaning there is far less pressure on my time. Having one port of call for everything financial & business has been a great success for our company. The Kearney Group understands what we want, where we are going and helps us achieve those goals.

Great staff, great advice, excellent service. The Kearney Group is the benchmark for what other business should strive to be.

Jen Purnell | With Us Since 2010

Business & People Development Manager, Kearney Group

For 14 years, I provided support to the Kearney Group, as State Manager with BT Financial. I quickly noticed the firm stood out from the 60 plus practices I worked with - so much so, I not only became a vocal advocate for the firm, but I first became a client and then more recently, I joined the team.

Dr. Peter Ferguson | With Us Since 1988

Director & Medical Practitioner, Brooke Street Medical Centre Woodend

Kearney & Co has provided our business with excellent accounting support and expertise, and comprehensive and sound financial advice for over two decades.

This commitment to expertise and advice has helped us to successfully navigate through an array of challenges and changes over the years and grow our business. Understanding our business in a constantly evolving environment is the hallmark of Kearney & Co’s service.

Kearney Financial Planning has also provided much appreciated initial and ongoing assessment and advice about my personal financial situation, including investment and superannuation strategies.

I look forward to continuing this relationship into the future and highly recommend Kearney & Co and Kearney Financial Planning services.

Alex Jones | With Us Since 2010

When I needed mortgage advice virtually instantly, the Kearney Group gave me everything I needed to make sure I got my first home without a hitch. I can't thank them all enough. Nothing was too much trouble and they were always happy to go through things step by step, inch by inch with me

Their in depth financial plan helped me get myself organised and understand what I need to do, when I need to do it.

Lorraine & Séamus Flynn | With Us Since 2011

The Kearney Group has given us direction and peace of mind.

Life insurance, trauma and disability insurance, and income protection. These were all things that we had thought about before, but when looking into them on our own, got too overwhelmed trying to work out what would be right for us.

The Kearney Group organised everything. They worked out what types of insurance and the level of insurance we would require so that if something were to happen to either of us, we would not suffer financial stress at a time that would already be stressful enough. Everything we have done with Kearney Group has been effortless, mainly because they do all the work, which is exactly what we wanted.

I wish we had come to them sooner. I think personal finances, retirement planning and insurance weighs a lot on people’s minds and for us that weight has been lifted. I would to thank them for all the help and guidance they have given to us over the past year.

Bruno Conti | With Us Since 2005

The full range of financial services offered by the Kearney Group ensure that I maximise opportunities to create wealth for my family.

I find Paul and his staff to be very professional and knowledgeable across all aspects associated with the financial markets. Their market knowledge, combined with the necessary accounting skills and a good understanding of our goals in life means I can have one conversation with a professional across all financial matters. This ensures I am receiving the right financial advice each and every time.

Ray Zahra | With Us Since 2002

Franchise Principal, Aussie Home Loans Carlton

Since going into business for myself, the one thing I knew I needed to get right from day one was my business structure. The Kearney Group has not only been an integral part of the success of our business, but they have also provided invaluable structuring advice regarding our personal financial affairs.

As a finance broker, we often get asked if we can recommend a good accountant or financial planner and we have no hesitation in recommending the Kearney Group.

Shane McGrath | With Us Since 2001

I have been dealing with the Kearney Group for over 10 years now. I have been impressed with the integrated and long-term approach they have taken to manage my overall finances. Financial planning, taxation advice and input into some critical financial decisions have been required over the journey.

The team takes a genuine interest in what is happening with your particular situation and this ensures that plans are tailored appropriately, advisers suggest several options and working through the various scenarios with you.

We all get busy in our professional lives but the Kearney Group takes a proactive approach to their planning with their regular, disciplined and structured “SMART” Reviews (6 monthly) which ensure that your financial plans remain current, rather than letting them become obsolete or outdated.

Thanks to the professional team who has enabled us to make some critical financial decisions along the journey and ensure that we have the best advice available to us.

Roger & Maureen Jeans | With Us Since 2011

We have been continually impressed by the professional manner in which the Kearney Group has managed our financial affairs. The staff are helpful, friendly and provide an assuring level of information and feedback as to the status of our financial position. In these uncertain economic times, we are confident that the team at the Kearney Group has the necessary expertise to implement the right strategies to obtain the best results for our portfolio.

Michael & Glenys Taylor | With Us Since 1990

Directors, Mita Forklift Services

We have been a client of the Kearney Group for over 20 years, and have always experienced professional & friendly assistance with all our requirements.  We have found being able to access both the accounting & financial planning teams at the one location has enabled us to achieve prompt and successful outcomes for our business.

Angelo Di Petta | With Us Since 2005

I have been a client of the Kearney Group for many years and can attest to their excellent service both in terms of specific financial planning and taxation. What I value most is that they treat their clients with courtesy and respect, and I have always been made to feel that they have valued my business.

I would gladly recommend the Kearney Group to anyone looking for high quality tax and financial planning advice.

Dr. Alison Killoh | With Us Since 1989

Director & Medical Practitioner, Brooke Street Medical Centre Woodend

The Kearney Group has assisted me with my personal and business finances for over 20 years. I have appreciated the knowledgeable and capable way they have advised me and assisted with financial management as my lifestyle and business goals have changed.

As a novice in business 20 years ago, I found Paul Kearney and his associates informative, supportive and sensitive to my individual and family needs, as well as those of my business.

Planning for retirement and now approaching that time of my life, I have found Kearney & Co have given advice and suggested management strategies that reflect their considerable understanding of my personal needs as well as their extensive knowledge of financial management generally. I feel very positive about my financial future as a consequence.

Kearney & Co has also over the years given substantial and capable advice and management with taxation matters again assisting me with personal, family and taxation requirements.

I am most grateful for all the support, advice and hard work that Kearney & Co has given over the last 20 years, contributing to a currently successful business of 20 years standing and an optimistic financial future in retirement.

Dennis & Anne | With Us Since 2010

We came to Kearney Group on recommendation of a colleague whose family has had over 15 years of association.  Dennis was phasing into retirement and, given that we had a relatively complex asset base that included superannuation, property and collectibles, we needed specific advice, especially on estate planning and taxation.

The Kearney Group organised wills, a trust structure, and an orderly, longer-term plan for tax-effective management of our family assets.  We appreciate especially the near seamless integration of financial advice, estate planning, and tax management provided by the group. 

Bernard Marshall | With Us Since 1994

Director, KE Software

Over the years I have been impressed with the service provided by the Kearney Group. In particular, the quick response to queries. The staff are friendly and helpful and if they cannot resolve an issue immediately they always follow up in a timely manner. The advice provided by the Kearney Group and Paul in particular has helped KE consolidate the strong financial position it enjoys today.

Personally, I use the Kearney Group for taxation and financial planning. I have experienced the same high level of service as an individual as I have when acting on behalf of KE.

The biannual performance reviews are conducted in a formal atmosphere where each aspect of my financial arrangements is discussed. The recommendation checklist produced provides an easy to follow guide of the next steps required. The advice has been beneficial with all recommendations explained clearly. The Kearney Group runs a number of information evenings throughout the year. A wide range of topics are discussed with guest speakers providing valuable insights. I find these evenings very informative and enjoyable. It is the small extras like these evenings that reflect the level of service provided by the Group.

I have recommended the Kearney Group to a number of my relatives and friends. In all cases they have not been disappointed. I wish the Group continued success into the future. 

Brian & Christine Bourke | With Us Since 2010

Both Christine and I are retirees and were referred to the Kearney Group after a previous unsatisfactory financial association.

Since our commencement with the Kearney Group, we have recovered our confidence in the use of Financial Planning consultants. From our initial contact through to the ongoing day to day dealings with its Financial Planning and Accounting staff, we have found the Kearney Group to be most competent and a very considerate organisation. Nothing seems to be too much trouble for the staff who are obviously very client oriented. This can also be said for Reception.

We have attended many presentations and financial seminars organised by the Kearney Group and have found them to be informative and well presented.

It has been a most satisfactory outcome for us both.

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