Book a meeting
Book a meeting

Medical

Helping medical professionals take control, grow, and protect their financial universe—with accounting advice as precise and personal as the care they provide.

Book a discovery meeting
agriculture-industry-mobile (2)

You look after Australia’s health. We look after your financial wellbeing.

We work with medical professionals across Australia—giving us a deep understanding of the industry’s financial pressures, from complex billing systems and rising overheads to strict compliance, expanding patient demand, high-cost technologies, and the intricacies of buying or selling a practice.

Book a discovery meeting
kellypartners-services-medical

Services

Working alongside a dedicated Client Director and a carefully assembled team of specialists, you’ll receive expert advice across the following areas.

Accounting & Tax

Strategy, compliance, structuring, and ongoing tax efficiency.

Audit & Assurance

Rigorous oversight to meet governance and reporting standards.

Business Advisory

Growth planning, insurance, succession, and high-impact decision support.

Private Wealth

Investment structuring, wealth protection, and family office services.

Finance & Lending

Business, personal, and specialist finance solutions.

Estate Planning

Transition wealth with clarity, structure, and intergenerational confidence.

Services breakdown

Tax Planning & Prep

Minimise tax, maximise profit, and stay compliant with proactive planning.

Tax Planning & Prep Minimise tax, maximise profit, and stay compliant with proactive planning.

Profitability Analysis

Boost cash flow and unlock growth with clear, actionable profitability insights.

Profitability Analysis Boost cash flow and unlock growth with clear, actionable profitability insights.

Structuring

Structure your practice for tax savings, asset protection, and long-term growth.

Structuring Structure your practice for tax savings, asset protection, and long-term growth.
Monthly Advisory Meetings

 

Expert guidance to review results, explore opportunities, and stay on track.

Monthly Advisory Meetings Expert guidance to review results, explore opportunities, and stay on track.
Bookkeeping & Payroll

Stay on top of cash flow with expert bookkeeping, payroll, and financial reporting.

 

Bookkeeping & Payroll Stay on top of cash flow with expert bookkeeping, payroll, and financial reporting.
Cash Flow Management

Improve cash flow, reduce stress, and keep your practice financially healthy.

Cash Flow Management Improve cash flow, reduce stress, and keep your practice financially healthy.
Practice Valuations

Know what your practice is worth with expert, data-driven medical valuations.

Practice Valuations Know what your practice is worth with expert, data-driven medical valuations.
Selling Your Practice

Exit on your terms with a well-structured, tax-smart practice sale strategy.

Selling Your Practice Exit on your terms with a well-structured, tax-smart practice sale strategy.
Loan & Financing Support

Secure smarter financing with expert advice tailored to your practice’s goals.

Loan & Financing Support Secure smarter financing with expert advice tailored to your practice’s goals.
Book a discovery meeting

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.

 

progress-system-place

1. Place

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

progress-system-profile

2. Profile

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

progress-system-plan

3. Plan

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

progress-system-progress-1

4. Progress

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

blog-thumbnail

News & Insights

Learn more ➜

News & Insights
podcast-icon

Podcast

Learn more ➜

Podcast
client experiences thumbnail

Client Experiences

Learn more ➜

Client Experiences

Take control of your financial universe and Be Better Off

Access an experienced accountant to help you control, grow, and protect your financial universe.

Book a discovery meeting
cta-icon