We help businesses and business owners prosper

There are many reasons why business owners decide to partner with Prosper Advisory. But usually, it is because they want more than just tax advice or they’ve outgrown their current provider and aren’t getting the level of service, attention to detail, advice and guidance they need.

They come to us with an established business and growth mindset, wanting and needing to:

  • Make better sense of the numbers
  • Identify the value of the business and build It
  • Improve cashflow, systems and reporting
  • Ensure compliance
  • Identify and seize opportunities to pay less tax
  • Optimise and improve business structure
  • Create a strategy for growth
  • Plan and prepare for exit, sale or succession

We support your growth by ensuring all your businesses finances are managed with care and precision

Our business accounting services are holistic and all encompassing, enabling us to be a true partner, advisor and advocate for your business.

Our breadth of experience and expertise allows us to manage each and every element of your business’s financials. Streamlining, optimising and simplifying the business’s financial management, while providing you with the support and expertise you need to effectively manage and grow your business.

Our services include:

Strategic business advisory

Drive and facilitate growth, improve cash flow and increase profitability with expert advice, strategic business planning, budgeting, forecasting and monitoring.

Your experienced business advisor becomes an extension of your management team, working closely with you and your team to: 

  • Identify and quantify the business’s current value and opportunities to build value.
  • Develop, evolve and enhance your business strategy and business plan.
  • Create and implement profit optimisation strategies.
  • Forecast, project, manage and improve cash flow. 
  • Monitor and analyse financial performance data to identify and leverage opportunities.
  • Prepare and present monthly or quarterly management reports.
  • Facilitate monthly or quarterly business review, strategy and planning meetings.
  • Perform regular operational reviews of business systems, financial management, legal, tax and investment strategies.
  • Plan for and facilitate succession planning at maximum value.
  • Improve competitiveness, operational efficiency and financial performance  of your business. 
  • Remove the financial headaches, so you can focus on enjoying your business more.

Tax, accounting and compliance

Streamline, optimise and improve the way your business meets its tax and accounting requirements.

Your experienced business accountant works with you and your team to improve tax outcomes and ensure all compliance requirements are fulfilled, through:

  • Tax planning, projections and strategic management.
  • Optimising the structure of entities, Companies and Trusts.
  • Management and preparation of financial statements and compliance documentation. 
  • Preparation and lodgment of BAS statements.
  • Preparation and lodgment of tax returns.
  • Liaison with the ATO on your behalf.

Bookkeeping and systems management

Enjoy the ease of a single provider and simplify financial systems by incorporating bookkeeping and payroll into your accounting services.

Working hand-in-hand under the same roof as our accounting team, our experienced and qualified bookkeepers ensure your accounts are up to date. We process prepare and perform all:

  • Invoice, payment and transaction reconciliations.
  • Monthly and quarterly account reconciliations. 
  • Payroll, pay-runs and single touch payroll lodgments.
  • Leave payments as required.
  • Superannuation contributions and lodgments.
  • Quarterly Business Activity Statements and lodgments.
  • PAYG installments.

Self-Managed Superannuation Funds (SMSF)

Enjoy the peace of mind and confidence of knowing your SMSF is well managed and compliant.

As SMSF specialists, we look after the Self-Managed Super Funds of many business owners and families, taking care of each and every element of financial management and compliance. Our experience and expertise is all encompassing and includes:

  • SMSF suitability assessment.
  • SMSF setup and compliance.
  • SMSF ongoing management.
  • Strategic advice to ensure legal and trustee compliance.
  • Annual accounting and financial reporting.

Financial planning and wealth creation

Our financial planning team can help you find clarity, set priorities, build your wealth, find balance and enjoy a happier, more fulfilling life.

Focussing on the things that matter most to you, our experienced financial advisors and planners can help  you to:

  • Set personal financial goals and plan for the lifestyle you want. 
  • Develop, implement and manage your investment strategy and portfolio – in and outside of superannuation. 
  • Identify and implement tax-effective investments and strategies. 
  • Make wise investment decisions with expert advice. 
  • Optimise and increase your superannuation strategy and savings. 
  • Ensure you have appropriate Insurance policies in place.
  • Plan and structure your affairs taking into account your estate planning.

Mark Umstad

‘The Partners at Prosper Advisory have managed the accounting, taxation and financial advice needs of my family for more than 20 years.

They have provided as exemplary service for all of this time.

They are impeccably honest, entirely reliable and always available for advice at short notice’.



‘Having been a personal and business client since 2017, my experiences with the Prosper Advisory have been nothing short of fantastic and reassuring.

The level of service provided and the profession advice gives me great confidence when it comes to my financial affairs and future.

Cannot recommend these guys enough.’ 

Information, articles and advice to help you prosper

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