Funeral Homes Accounting & Tax Specialists

Funeral Homes Accounting, Tax & Advisory Services

Specialist accounting, tax, and advisory support for funeral homes—helping you manage costs, stay compliant, and build financial stability while you focus on serving families with care.

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kelly partners - industry - Funeral Homes

Funeral Homes Tax & Advisory

At Kelly+Partners, we understand the unique challenges faced by funeral homes and funeral directors.  From managing fluctuating cashflow and profitability to navigating compliance, etc. This is a sensitive and highly specialised sector that requires experienced, trusted advisers.

With decades of experience supporting privately owned funeral businesses, we understand that it’s not just about numbers—it’s about legacy, community, and providing continuity during life’s most challenging moments. Our team works closely with funeral directors to provide strategic advice, simplify compliance, and ensure the financial health of your business, allowing you to focus on caring for others.

kelly partners - industry - Funeral Homes(2)

Funeral Homes Accounting & Tax Services

Accounting & Tax Compliance

We manage BAS, GST, payroll tax, and annual compliance, ensuring funeral homes meet strict regulatory requirements while maximising available deductions.

Cash Flow & Prepaid Funeral Plan Management

With prepaid funerals and seasonal demand, cash flow can be complex. We help you forecast income, manage trust obligations, and keep operations financially stable year-round.

Asset Protection & Business Structuring

From property and vehicles to equipment, your assets carry significant value and risk. We design tax-efficient structures that protect assets while supporting growth and succession planning.

 

Payroll & Award Compliance

Managing staff under the Funeral Industry Award requires precise payroll systems. We ensure compliance with Fair Work obligations, superannuation, and leave entitlements — reducing risk of penalties.

 

Succession & Legacy Planning

Funeral homes are often family-run businesses. We help you plan smooth ownership transitions, protect family wealth, and create long-term financial certainty for future generations.

Kelly+Partners Financial Progress System™

At Kelly+Partners, our philosophy is simple: expert advice tailored to your business, wealth, and estate needs. With structured systems and year-round contact, we deliver clear, strategic guidance for long-term financial progress.

 

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1. Place

We start by identifying where you are today—then define your goals for the next 5, 10, and 20 years.

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2. Profile

We map your personal and business finances, wealth position, and succession needs to build a complete picture.

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3. Plan

A tailored financial strategy is created to align with your objectives—ensuring structured, consistent progress.

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4. Progress

We track your performance through regular reporting—monthly or quarterly—so you stay on course and in control.

Ready to get started?

It starts with a conversation. At Kelly+Partners, we deliver expert advice tailored to your personal, business, wealth, and estate needs—backed by structured systems and year-round support.

Book a discovery meeting
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