Our Services

What do you need help with?

Velich Advisory offers expert knowledge and advice for business owners across every stage, from starting your business to winding down, and for family groups requiring tax advice and structuring. We are also estate specialists, providing comprehensive planning and advice for families and their solicitors.

Accounting & Tax

Business Advisory

Self Managed Super Funds

Succession & Estate Planning

Asset Protection

Tax Advice

Commonly asked questions

How does a good accountant add value to my business?

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.

What makes us different from other accounting firms?

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.

What accounting system do we use?

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.

How much do our services cost?

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.

How do I change accountants?

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:

My accountant is not providing me with proactive advice
I pay too much tax
My accountant doesn’t do anything beyond the basics I want to deal with the owner of the accounting firm
My accountant is slow at replying and does not answer my calls

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.

How we get started

1. Consultation

Book a free consultation or call us on (02) 4989 9741 to get started. We will organise a consultation to take a deep dive into your organisation and goals.

2. Engagement Letter

After our consultation we will send out a quote. Our prices are fixed which means no hidden fees or being billed for a phone call.

3. Onboarding

Changing accountants is easy. We do all the work 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.

4. Foundation Meeting

We kick off our new relationship with our clients with a foundation meeting to understand our clients' expectations as well as our clients' understanding our expectations.

5. Financial Health Check

All new clients receive a complimentary finance health check to make sure their business is operating to its full potential. Too often we see businesses missing out on tax concessions or proper planning not being considered.

How healthy is your business?

Get in touch with us today and get a 1-hour complimentary consultation.

Contact Us

Ready to get started?

Get in touch for a free consultation

Contact Us
Call (02) 4989 9741

Disclaimer: All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Velich Advisory does not represent, warrant or guarantee that the communications on our website are free of errors, virus or interference. Liability limited by a scheme approved under professional standards legislation.

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