Our Services

Xero Training

Maximum refund
Support all year round
Achieve your financial goals
Proactive accounting
Protect your wealth
Trusted Chartered Accountants
Finalist at the Australian Accounting Awards
Servicing clients Australia-wide

How We Get Started

1. Consultation

Book a free consultation or call us on 0478 028 660 to get started.

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 been considered.

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 0478 028 660.
How much does 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 basicsI 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.

Why our clients love us.

Here’s what our customers have to say:

  • "
    "Great guys, great accountants" 
    We have been with Velich Advisory since 2017. We find their innovative approach has minimised our tax and allowed us to focus on growing our business. Great guys and great accountants.

    Ryan, Hunter Rehabilitation and Health
  • "
    "Saved me thousands of dollars in taxes" 
    We were referred to Velich Advisory by our business coach four years ago. Since then we have been impressed by their personal approach to getting to understand our business. They are tax specialists who have helped save me thousands of dollars in taxes.
    ​Hasan, Complete Care Physiotherapy & Osteopathy
  • "
    "Proactive accountant"
    We have been loyal clients of Velich Advisory since 2016. We are busy business owners requiring an organised and proactive accountant that is approachable and available when we need them. We highly recommend Velich Advisory.
    ​Mitch & Dom, Bull & Bear Projects
  • "
    "Nice people to do business with" 
    ​Velich Advisory have been our accountant since we first started business. They have helped our business grow over the years. We highly recommend Velich Advisory. They are family business specialists that are nice to do business with. 

    ​Kirt & Kristen, Integrum Power Group
  • "
    "Very knowledgeable and quick to reply" 
    ​I have had several accountants in my time. However, I found Dan and his service refreshing. He is very knowledgeable and is quick to reply. His hand on approach has allowed me to grow my business over the years.
    Chris, Clickk

How healthy is your business?

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

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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.
ABN: 46 650 985 729
© Velich Advisory Pty Ltd 2022