Prior to founding Velich Advisory, Dan was the principal of the specialist tax division at a large multinational accounting firm.
Dan believes understanding his client and their business is the key to success. He enjoys working with family groups and businesses with complex structures, and assisting his clients in achieving their personal and business aspirations.
Dan, a sports fanatic, enjoys soccer and golf and spending time with his wife Chloe and their two kids, Harry and Scarlett.
Thereese is the Accounting Operations Manager of Velich Advisory. She helps oversee the regulatory compliance process for the business.
Sarah is the bookkeeper at Velich Advisory, ensuring financial records are accurate, organised, and up to date.
Karen is an accountant at Velich Advisory, dedicated to delivering top-quality service and ensuring clients receive the best financial guidance.
Her commitment to professional growth and passion for accounting make her a valuable part of the team.
Pia is the backbone of Velich Advisory’s administrative team, ensuring everything runs smoothly behind the scenes.
With years of experience in administrative support, she excels at keeping workflows efficient, managing multiple tasks with ease, and bringing a creative touch to problem-solving. If there’s something that needs organising, Pia is the one to call.
Preparing financial statements and a tax return is a small part of what a great accountant will help your business with. As a trusted advisor we work with your other advisors (lawyer, financial planner, banker, etc) to provide you with holistic advice to ensure you reach your business goals, identify investing opportunities, and to protect the wealth you have worked hard to generate over the years.
Our customer service sets us apart from other firms. We understand our clients are busy running their businesses and raising their families, therefore we make it a priority to provide them with proactive business advice that allows them to maximise their profits and achieve their goals.
We primarily use one system, Xero. That being said, we will work with other systems depending on your preferences and needs. For more information, please give us a call on (02) 4989 9741.
All our prices are fixed and are quoted upfront. We believe clients should know what they will pay and at a price both parties agree to at the beginning. We do not charge hourly rates.
Pricing for our services varies by your business’s needs and the complexity of your financial records.
If you’re looking to change accountants, there could be various reasons why you have reached this decision. Some of the common reasons we hear are:
We can assure you, at Velich Advisory, we are doing our best to break these old routines.
Once you have decided to change accountants, the process is simple and we will handle it for you. However, we like to operate in good faith, so we recommend our clients contact their former accountant and let them know that their circumstances have changed, and they are changing accountants.
Our purpose is to improve the lives of our clients and community.
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