SERVICES

3B Financial Services provide individualised accounting care for you and your business.

TAX ACCOUNTING

Our experienced team of lateral thinkers deliver accurate and informative Financial Statements and Income Tax Returns. We understand business, we know tax and we delight in our strong client relationships. Our strategic accounting approach aims to provide the best possible tax result and you can rest easy knowing our tax specialists will ensure your tax and compliance obligations are met in a timely manner. From business, investments, capital gains, FBT or that once-a-year tax return, we are here to help.

BOOK AN APPOINTMENT TO DISCUSS TAX ACCOUNTING

BAS PREPARATION

Let our team keep on top of your Business Activity Statement obligations. We work with a wide range of businesses, from sole traders to corporations, with experience across diverse industries. We specialise in cloud accounting and love a good Xero file. We can help you with Payroll, Activity Statements and can even provide a complete bookkeeping service. We are here to support you, so you can focus on your business, not on the ATO.

BOOK AN APPOINTMENT TO SET UP YOUR BAS

SUPERANNUATION

At 3B Financial Services, we understand the complexities and the opportunities of superannuation. Our team are passionate in helping our clients achieve their financial goals in retirement. We have built a trusted relationship with our Financial Planners and together can deliver comprehensive advice. From Self-Managed Super Fund establishment, annual compliance, tax, audit and investment strategies, we can help you prepare for a secure and happy retirement

SPEAK TO US ABOUT YOUR SUPERANNUATION

MANAGEMENT ACCOUNTING

Running a business is challenging; businesses must continuously adapt and improve to achieve success. That’s where we can help. Small Business is our specialty. We provide our clients with regular meetings and meaningful reports. It’s not just about historical data we can provide data to help you begin to work on the business continually improve.

SPEAK TO US ABOUT MANAGED ACCOUNTING

MEET WITH US

At 3B Financial Services we meet regularly with you and discuss a range of different topics. We can talk to you about purchasing a new business or selling your existing business. We can sit with you a show you what you should be charging to help you grow your business. We can help with succession planning, estate planning and even benchmarking your business against your peers. We are happy to meet with you and discuss anything that you or your business needs help with.

BOOK A MEETING WITH US

TECHNOLOGY

One of Shaun’s biggest passions is technology and how it can benefit not just this business but his client’s businesses. We can review your current processes, especially manual processes and review how technology can help you work smarter and more efficiently.

ASK US ABOUT BOOK KEEPING ASSISTANCE

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WHAT OUR CLIENTS HAVE TO SAY

I started working with Shaun 4 years ago initially it was as a sponsorship decision, but it has turned into one of the best decisions I have made. Shaun is always proactive. During lockdown he went above and beyond. I had a text and email by the end of the Prime Minister shutting down the country. Before I could even think about it was him that I needed to contact first. Compared to my previous accountant, Shaun is on a whole new level in every single way I would recommend Shaun to anyone because he treats all his clients the same. He is professional and he knows we need to know about important stuff. He does not just do your tax or BAS and wipes his hands and says see you later!

Shaun Williams is a man of integrity and delivers a professional and confidential accounting service. Personal and business financial goals are achievable when you have a skilled professional like Shaun working with you to make them a reality and that makes him the only choice for our accounting needs. Shaun has become a trusted business partner and friend; his advice and experience has been invaluable to us and we have complete confidence in recommending his service to anyone who is looking for an efficient and comprehensive approach for their accounting needs.

Shaun has been my accountant for the last 8 years, I choose to continue using his services because above all he is reliable. 18 months ago my business partner and I started a new building company. Neither of us had any idea of the number of requirements to get it up and running. As well as getting everything we need off the ground and operating smoothly, he is always there for financial advice and to help us understand documents we are unfamiliar with. Shaun has exceeded our expectations, planning for TAX time and letting us get on with our building work, taking the stress away from us in that area. I would highly recommend Shaun to anyone starting a new business or anyone who wants an honest established accountant to ease your mind around the daunting TAX time..