The Kelly+Partners Difference

Get your entire financial universe organised with a proactive team and a proven system for helping business owners grow.

We get to know you and your goals so that we can tailor our expert advice to your situation. We build solutions based on your needs, working with you to create a plan that will help you achieve financial progress.

More than simply helping you stay on top of your tax and compliance, we partner with you to protect, grow and master every aspect of your financial universe. With our unique and proprietary Financial Progress System™, we help you to bring structure, organisation and efficient planning to your finances.

Kelly+Partners Financial Progress System™

1. Place

By getting an accurate understanding of where you are and where you want to be in the next five, ten and twenty years, we can help ensure that you are consistently making progress.

2. Profile

From your personal finances and your business to your wealth management and succession planning, we work with you to organise your financial universe in a single place.

3. Plan

Together we build a strategy that will help you achieve your goals for your business as well as your personal financial position.

4. Progress

We track and monitor your key financial metrics on a monthly or quarterly basis, using reporting and analytics to make sure you’re on track to achieving your objectives.

Advice - We’ve got your books and your back™

When you’re ambitious, you expect the same from your partners. With Kelly+Partners, you gain business accounting advice and financial services from people who are as focused and future-driven as you are. Go further than standard compliance, so you, your business and your family not only grow but thrive.

Access - We don’t sleep unless you do

Your business is more than just spreadsheets and numbers to us. When you work with Kelly+Partners, you’re working with people who understand the challenges you face. That’s why we’re on call whenever, wherever and however you need us. We’re not sleeping unless you are.

No Surprises - What you need is what you get

Life and business can be unpredictable. That’s why we’re not. Our value-based, fixed-fee engagement model gives you confidence through full transparency. We are your partners in making financial progress.

Network - Better off together

The key to living a fulfilled life is a balance of physical, emotional and financial wellbeing. That’s why we’re driven to support businesses and their communities to be better off. We live our own healthy, wealthy wise values right alongside you.

FAQ's

Choosing who you work with is important. So, here’s our list of 6 questions you should ask when choosing your accountants.

Can a great accountant really make a difference?
There's been a huge amount of evidence that financial stress causes family breakdown and other genuine social ills. At Kelly+Partners we're deeply committed to helping people reduce their financial stress, improve their financial and mental wellbeing and be better off.
Do they truly understand the ins and outs of your business?
Kelly+Partners take an in-depth look at every client’s situation to be sure we’re the right fit for you and your goals.
Do they have what it takes to handle your vision?
Kelly+Partners matches the ideal Advisers to every client to ensure the best partnership and optimum outcomes.
Do they have the arsenal to really have your back?
Kelly+Partners have a diverse, experienced and versatile team operating across a range of industries, from mixed professional and personal backgrounds.
Will they be able to keep up with your needs as you grow?
Kelly+Partners have worked with many businesses like yours, helping them maximise profitability, challenge their industry and lead in their field. We’re ready to partner with you for your growth journey.
Do they have the reach to help me go global?
As members of GGI Global Alliance (Geneva Group International, one of the top ten international accounting, consulting and law firm alliances), Kelly+Partners gives you access to experts from around the world, in nearly every major financial and commercial centre.
Are they light-footed enough to keep me a step ahead in this fast-paced world?
Kelly+Partners are on call as you need us. We know how to roll with the punches, and we’ll help you do the same.

Let’s get started

Sleep better knowing you and your business are in the right hands. With locations throughout New South Wales and Melbourne, our business accountants are ready to help.