A partner-led accountant for Melbourne small business.
Turn over $750,000 to $5 million and outgrown the accountant who only calls at tax time? We run your tax, books, BAS and quarterly planning for a fixed monthly fee — led by a partner who knows what's in your account this month, not last August.
- $750k–$5M turnover
- One fee, all entities
- Quarterly partner reviews
- From $595 / month
This page is for you if…
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You're a café, clinic, retailer, manufacturer, professional services firm or family business in north-west or inner-west Melbourne.
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You have a bookkeeper or office manager doing day-to-day data entry — but no one above them.
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Your accountant lodges what you send and that's about it. Tax planning happens in August, after the year has already closed.
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You'd like a partner who calls you in April with three tax positions to consider — not in August with an invoice.
Small Business Advisor
One fixed monthly fee covering every entity in your group — operating company, trusts, holding company and your personal return.
See the full pricing page →- Quarterly BAS prepared and lodged
- Annual returns — entity, related entities & your personal return
- Annual financial statements signed by your partner
- Quarterly profit review meeting — one hour, in person or Zoom
- Pre-30 June tax planning every year
- FBT return, payroll review & ASIC annual statements
- Bookkeeping oversight in Xero or MYOB
- Unlimited 15-minute calls — billed at zero, not the six-minute unit
Business sale advice, CGT concession structuring, family trust set-up, R&D tax incentive claims, audit work.
John Di Benedetto or Roy Garro — choose your partner.
Both are CPA-credentialed, both have led small business clients for over thirty years, both are direct-line accessible. You meet both on the first call and pick the partner who fits.
John Di Benedetto
Taxation advice, business structuring and SMSF. Plain-English, fast turnarounds.
Roy Garro
CGT concessions for business sales, restructuring, and long-standing family-business work.
Two weeks from "yes" to your first quarterly review.
Free 15-minute call
John and Roy both join. We agree the package and the price on the call.
Document & entity review
We pull two years of returns, trust deeds, shareholder registers and ASIC records. If anything's structured poorly, we tell you within two weeks.
First quarterly review
Within 90 days. You leave with a written tax position summary and three actions for the next quarter.
The questions owners ask us first.
Do you replace our bookkeeper?
No, we work with them. If you don't have one, we'll introduce one. If yours isn't good enough, we'll tell you.
Can you handle multiple entities — company, trust, holding company, SMSF?
Yes. Pricing scales by entity count and complexity. Most of our small business clients have three to five entities. We quote a single monthly fee covering all of them.
What if we want to sell the business in three years?
Tell us now. We'll structure the next three years so the sale qualifies for the small business CGT concessions. Roy has run this play many times — the earlier you plan, the more concessions you keep.
What if our turnover grows past $5M?
The package scales and the fixed-fee approach stays. Pricing is reviewed annually each July.
One call. Fifteen minutes. A fixed fee at the end.
You'll meet both John and Roy, and leave the call with a written price and a written scope.