Bruce Edmunds’ Holistic Accounting Process

Our mission is simple: to help you prosper, and to help you achieve your goals, whether that’s in business or in your personal life.

Financial success rarely comes easily, and almost never occurs overnight. In most cases, it requires a combination of:

  • Careful planning
  • Tailored and individualised advice
  • Room to move, grow, and adapt
  • Ongoing analysis
  • Trust and transparency

What’s more, it often extends beyond accounting too – superannuation, tax planning, financial planning… your financial assets are a complicated affair.

Our holistic process is akin to a deep dive.

We go beyond the next quarter or tax year, and take a comprehensive look at your needs for the next five, 10, and 20 years, as well as how we can help you get there.

Bruce Edmunds’ Holistic Accounting Process

Organise a consultation with an experienced accountant…

More than just accounting in Melbourne

Wealth and financial stability rarely happen overnight. What’s more, achieving such a position often requires more than a steady income.

As a result, helping you reach your financial goals requires us to do more than simply crunch the numbers.

We perform a diverse range of different services completely in-house – not only are we able to provide a more comprehensive, holistic plan or strategy, but we also ensure the process is simple and straightforward.

Tax planning

When it comes to helping you achieve your financial goals, tax is an important consideration.

Our tax accountants in Melbourne provide tailored tax advice with an eye towards your specific goals. In addition to calculating your tax load, we’ll also investigate what exemptions and rebates you qualify for, and create tax schemes that minimise your tax burden.

Financial planning

In many cases, shrewd financial planning can help you achieve your achieve your dreams sooner.

Our team works in close conjunction with Graem Matthews, a licensed Professional Investment Services provider. Together, we can help you look after investments, insurance, sales and more.

Superannuation

As a crucial part of your retirement, superannuation is an important consideration. In addition to your tax load and finances, our business accountants in Melbourne can also assist those with self-managed super funds.

Succession planning

Want to retire early? Who’s going to take over your business for you?

Succession planning is all about preparing your business and allowing it to continue operating, even after your departure. This is crucial if your plans involve an early retirement – what’s more, it’s something that our team can help with!

How our business accountants in Melbourne operate

Every individual and business is unique – there’s no such thing as a one size fits all solution when it comes to accounting.

By understanding your needs and working around them, we’re able to create more effective solutions for you.

Step 1: understand your needs and goals

Each business and individual is unique, and requires a different approach regarding their:

  • Tax obligations
  • Retirement plans
  • Amount of wealth
  • Assets and liabilities

Our initial consultations set the tone for our entire relationship, and the advice we’re able to offer – unless we understand your goals, we cannot help you to the best of our abilities.

The first step towards your life or business goals and the foundation of a long and fruitful accountant-client relationship starts with clear and achievable goals. And that starts with an understanding of where you are, and where you want to go.

Step 2: strategise

Once we’ve determined where it is that you want to go, the next step is to work out the details.

Taking into account your current situation and future goals, our experienced accountants in Melbourne sit down with you to create a plan.

We’ll assess and address the challenges, risks, and threats that stand between you and your goals, and proactively develop and implement strategies to help you overcome them.

We’re committed to complete transparency. Our team understands that our relationship with you is built on trust – every decision and suggestion we make is completely transparent, which ensures you know the intended outcome of everything we advise.

Step 3: ongoing analysis and course correction

Your circumstances are ever-changing. And so too is your plan.

To ensure that you stay on track to achieve your goals, our team meets with you regularly and performs ongoing analysis. We document progress to ensure your plan is performing as expected and that you’re meeting the goals set in step 1.

During these meetings, we’ll make recommendations and adjustments based on your current situation and changes in the landscape such as tax reforms.

We’ll assess and address the ever-changing challenges, risks, and threats, many of which are constantly changing and present themselves at various stages of your life.

Step 4: achieve your goals

With the knowledge that our experienced accounting team are forging the path for you, you can be confident in the knowledge that your wealth is being:

  • Developed
  • Managed
  • Maintained

Bruce Edmunds & Associates gives you the confidence of a professional financial plan – one that allows you to continue along life’s path towards your goal, without having to concern yourself with your finances.

Whether it’s in business or in life, Bruce Edmunds gives you the freedom to achieve your goals.

Since 1966, we’ve been helping businesses and individuals all over Melbourne achieve their dreams.

Contact our business accountants today to become one of them: give us a call on (03) 9589 5488 or fill in this form.

WHERE DO YOU WANT TO BE
IN 20 YEARS?

Find out how Bruce Edmunds & Associates can take you there.

Organise a meeting!