Forest Lake's Most Exclusive Small Business Accountants

Helping Small Businesses Thrive Across Western Suburbs of Brisbane (Springfield Lakes, Richlands, Heathwood, Doolandella & Beyond)

We Only Work With

150 Growing Businesses,

So You Get Our Complete Focus & Attention

Unlike other accountants with 300 -1000+ clients,

We deliberately limit our practice to ensure every client gets the personal service they deserve.

We help Brisbane Western Suburbs business owners

($200K + to $5M turnover)

save tax, boost profits, and grow faster

with monthly billing starting at $350/m

⭐⭐⭐⭐⭐ 5 stars | CPA Qualified

Our Benefits

Our benefit is providing personalised business growth strategies that make you more money, help you keep more money and give you and your family peace of mind.

Monthly billing transparency

Know exactly what you're paying

Direct access to your accountant

No hierarchy,

no red tape

150-client maximum

You're a valued partner, not JUST a number

Currently accepting only 12 new qualified businesses

Why Most Small Business Owners Are

Frustrated With Their Current Accountant

The Visible Problems You Already Know About:

Only hear from them at tax time or when there's a problem
Basic compliance work for premium prices
Messy books that give you no real insights
Surprise tax bills that could have been avoided

The Invisible Problems You Might Not Realise:

You're just a number in their 500+ client database
Junior staff handle your account while you pay for senior expertise
They're too busy to help you save money or grow proactively
You get lost in their hierarchy and red tape when you need answers
They don't understand your business because they don't have time to

Here's what's really happening: While you're paying premium prices, you're getting volume-based service.

Your accountant has 300 -1000+ clients, which means you get maybe 2-3 hours of their actual attention per year.

Sound familiar?

The Real Cost of "Cheap" Accounting Services

You're Not Just Overpaying - You're Missing Out on Growth

When your accountant treats you like account #347 instead of a valued business partner, here's what it's really costing you:

💰 Thousands in Unnecessary Taxes

Without proactive planning, you're probably overpaying by 15-30% annually. That's money that should be growing your business.

📈 Missed Growth Opportunities

They can't advise you on profitable expansion, cash flow optimisation, or strategic decisions when they don't understand your business.

⏰ Wasted Time and Stress

Chasing them for answers, dealing with junior staff who don't know your situation, and making financial decisions without proper guidance.

🎯 Competitive Disadvantage

While you're flying blind, your competitors with better accounting support are making smarter decisions and growing faster.

The truth is: Most accounting firms are built for volume, not value.

To be profitable, they need 500+ clients, which means you'll never get the attention your growing business deserves.

Don't worry, we can help!

There's a Better Way:

The "Extra Mile" Difference

We deliberately built our Forest Lake Accounting Practice differently. Here's how:

Maximum 150 Clients = Maximum Attention 🎯

While other firms juggle 300-1000+ clients, we cap our practice

at 150 growing businesses. This means:

You get direct access to your qualified accountant
We actually know your business and industry
Proactive advice, not just reactive compliance
No hierarchy or red tape when you need answers

Proactive Partnership 🤝

Instead of waiting for problems, we:

Review your numbers monthly and spot issues early
Provide strategic advice for growth decisions
Plan your taxes to minimise what you pay
Help you understand which parts of your business are most profitable

Monthly Billing Transparency 💰

No surprise bills or hidden fees.

Our monthly billing starts at $350/m for businesses with $200K+ turnover and scales with complexity.

You know exactly what you're paying and what you're getting.

Growing Business Focus 📈

We only work with businesses that are serious about growth.

If you're doing $200k+ annually and want to scale, we understand your challenges and opportunities.

Direct Communication 📞

When you call, you speak to someone who knows your business.

No phone trees, No junior staff who need to "check with someone else."

Our Trusted Partners

Why We're Not for Everyone

(And That's the Point)

We Only Accept Businesses That:

Have an annual turnover of $200k or more

Are serious about growth and profitability

Value expert advice over cheap compliance

Want a true business partner, not just a tax preparer

Are located in Forest Lake, Springfield Lakes, or surrounding Western Brisbane areas

We're NOT a Good Fit If:

You're only looking for the cheapest option

You just want basic tax compliance with no advice

You're not willing to invest in proper financial systems

You prefer dealing with different people each time you call

You're not help-able or willing to learn new ways to run your business better

Current Status:

We're only accepting 12 new qualified businesses.

Once we reach 150 total clients, we'll maintain a waiting list.

What's Included in Your Monthly Partnership

Core Monthly Service

Monthly bookkeeping and reconciliation
Financial reports in plain English
BAS preparation and lodgment
Unlimited phone and email support*
Quarterly business review meetings
Proactive tax planning advice
Annual tax returns for your business
Xero Ignite subscription
Growth Strategy Consultation

(From $350/month)

What Makes This Different?

Direct access to your qualified accountant

Monthly billing - no surprise annual fees

Proactive approach - we spot issues before they become problems

Business growth focus - advice that helps you make more money

Additional Services Available

Payroll management
Part Time CFO (turnover over $2M)

Business structure optimization
Cash flow forecasting and planning
Cloud accounting setup and training

How to Join

Our Exclusive

EMA Client Family

Here are the steps:

1

Qualification Call (30 minutes)

We'll discuss your business, current challenges, and goals to see if we're a mutual fit.

2

Business Assessment

We review your current financial setup and identify immediate opportunities for improvement and tax savings.

3

Onboarding & Partnership

We'll transition your books, set up systems, and begin your monthly partnership focused on growth and profitability.

Transparent Monthly Billing

Starting Investment:

$350/month

Perfect for businesses with:

$ 200k - $500k annual turnover

Straightforward business structure

Standard bookkeeping requirements

Monthly BAS and basic reporting needs

Scaling Investment:

$450−$750/month

For growing businesses with:

$500k−$2M annual turnover

Multiple revenue streams

Inventory management

Payroll requirements

Complex reporting needs

Premium Investment:

$750+/month

For established businesses with:

$2M+ annual turnover

Multiple entities or locations

Complex tax planning requirements

Strategic advisory needs

All pricing includes:

Monthly bookkeeping and reporting

Monthly bookkeeping and reporting

Unlimited support and advice *

Quarterly business reviews

Proactive tax planning

Xero subscription

Common Questions From Growing Businesses

Why do you limit yourself to 150 clients?

Because we believe in quality over quantity. With 150 clients, we can provide the personal attention and proactive service that growing businesses need. Firms with 500+ clients simply can't offer this level of service.

How is monthly billing better than annual fees?

You get predictable cash flow and transparent pricing. No surprise bills, no wondering what you're paying for. You know exactly what your accounting costs are each month.

What if my business is smaller than $200k turnover

We focus on growing businesses because that's where we can add the most value. We'd love to talk if you're on track to reach $200k within 12 months.

How quickly can you take over from my current accountant?

Typically 2-4 weeks for a smooth transition. We handle all the communication with your previous accountant and ensure nothing falls through the cracks.

What if I'm not happy with the service?

We offer a 90-day satisfaction guarantee. If you're not completely satisfied, we'll help you transition to another firm with no hard feelings.

What industries do you specialize in?

We specialize in helping small businesses across industries like retail, trades, professional services, and more. Our team is experienced in addressing the unique financial challenges of these sectors.

What is included in your monthly bookkeeping service?

Our monthly bookkeeping services include bank reconciliations, financial report preparation, BAS preparation and lodgment, and Xero subscription management.

Do you offer payroll services?

Yes, we offer payroll management as an additional service. This includes payroll setup, employee payments, and compliance with ATO regulations.

How can you help my business grow?

We help businesses grow by providing proactive tax planning, cash flow forecasting, and strategic advice that focuses on increasing profitability and scaling operations. If you don't have a clear picture of your current and future cash flow, then it will be like going into a giant dark maze trying to feel your way through to grow your business. What we do is to help give you a bright light that will help you immensely.

What accounting software do you use?

We primarily use Xero, a cloud-based accounting platform, to streamline your finances. However, we are proficient in using MYOB. We also provide training and support for Xero & MYOB setup and use.

How much can I save with proactive tax planning?

On average, our clients save 15-30% annually on taxes through our strategic planning and optimization techniques.

How do I benefit from direct access to a CPA-qualified accountant?

Unlike many firms, we provide direct access to your accountant for personalized support. No Junior staff, no gate keepers, no run-arounds. This ensures faster responses, no red tape, and advice tailored to your business.

What does your onboarding process look like?

Our onboarding process includes a detailed review of your current financial setup, system transitions, and setting up monthly reporting tailored to your needs.

What if I don’t understand accounting terminology?

We explain everything in plain English and provide simple, actionable insights so you can make informed decisions without the technical jargon.

What if I’m already working with another accountant?

Transitioning to us is seamless. We take care of obtaining your records from your current accountant and ensure there’s no disruption to your business.

What if I don’t have cloud accounting software?

If you’re not using cloud accounting software, we’ll set you up with Xero and provide training so you can easily manage your finances.

Do you work with businesses outside Forest Lake?

Yes, we work with clients in Springfield Lakes, Richlands, Heathwood, Doolandella, and other Western Brisbane suburbs.

Why should I choose a local accountant?

Local accountants like us understand the unique challenges and opportunities of businesses in the Forest Lake and Western Brisbane area, making our advice more relevant and actionable. Also, as we are local, when you do need to meet us, you don't have to navigate the traffic to go for an appointment.