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discovery session to learn more about you, your
business and what you’re trying to achieve.
Level 8, 32 Walker Street
North Sydney 2060 Australia
PO Box 1764, North Sydney NSW 2059 Australia
BCom, CA, MCom, JP, SSA™, DipFP Client Director – SMSF Specialist Advisor
BCom, CA, RCA, FTIA, JP Senior Client Director – Strata
BBus, CA Client Director – Strata
B.Bus (Acc), CA, JP Client Director
BCom (Acc) Client Manager - Strata
BCom, CA, Registered Tax Agent Client Director
Kelly+Partners have been our accountants for many years. I have always found David and his team extremely helpful, highly professional and always available to answer my questions. During COVID they have been exceptional in providing advice around the many financial hurdles all businesses have been faced with. I cannot recommend them highly enough.
Kelly+Partners have looked after our personal and business accountancy needs for over 10 years. Apart from a couple of changes, I particularly like the fact we deal with the same personnel who know our business and understand our financial position. They are quick to answer any queries and explain or clarify if necessary.
Having Brett, Ada and the whole KP Team in my corner has, literally, saved my business a few times & I can't imagine them not on my team from here on. We have open, honest discussions even if uncomfortable, model & forecast, the advice is spot on, their ability to liaise with the ATO or a lawyer is first class and fast - they have taught me to be a Can, not a Can't. Definitely more than 'just another friendly accountant'.
Highly responsive to our needs and fair fees for our smaller business. Although small we get treated the same as you would treat more significant clients, and this is sincerely valued and appreciated. Ada Poon (our consulting partner) has been totally accessible and responsive to our needs and we are thrilled to have her overseeing our business competently and thoroughly.
Great experience working with David and his team at Kelly Partners. I engaged David to help with tax planning for my business and personal income. He shared his suggestions based on thorough analysis and presented us with at least 4 different planning scenarios. Needless to say, his advice saved us thousands
I've have had an excellent professional experience with Kelly Partners from the initial interview to my latest interaction. I would not hesitate to recommend them as they are, in my opinion, a first rate organisation.
Sleep better knowing you and your business are in the right hands