Accounting advice that actually makes sense.
For business owners in Australia who have better things to do than worry about their tax and bookkeeping. Our role is simple: we handle it so you can get back to the things you enjoy.
Book your Summit Strategy SessionWhat Our Clients Say...
Stop Trading Your Best Hours for Financial Admin
Your time is your most valuable asset. Yet, the hours spent wrestling with financial admin (on average, 6 per month) come with a hidden cost.
At a professional rate of $150/hr, that’s a hidden invoice of over $10,000 that you're paying your business every year to do work you aren’t a professional in, and likely don’t enjoy.
Our role is simple: we take that entire problem off your plate for a fixed annual fee. This isn't just about turning lost hours back into revenue; it's about growing your business and giving you time for what matters.
Our Tax & Accounting Services for Small Business
Tax & Compliance
We handle all your essential tax and compliance obligations, from BAS to tax returns, ensuring everything is accurate and on time.
Learn MoreBookkeeping
We manage your day-to-day transactions, keeping your financial records simple and providing you with a clear view of your business's health.
Learn MoreBusiness Advisory
We provide ongoing coaching and accountability to help you implement your strategy, stay on track with your goals, and navigate the challenges of business growth.
Learn MoreThe Summit Path to Financial Clarity
We follow a clear, proven process to move you from financial stress to complete confidence.
Phase 1: Base Camp
This is about getting a clear picture of your current situation, where you want to be, and getting the basics right.
Phase 2: The Ascent
Gain a deeper understanding of your business so you can start working on it, instead of in it. We'll implement systems, provide proactive tax advice, and use quarterly coaching to keep you on track.
Phase 3: The View
We proactively manage your lodgements and obligations, providing regular, easy-to-understand updates so you can relax, knowing a professional is watching over your finances while you work towards your goals.
About Us
After a decade in accounting, I saw too many business owners left in the dark. They had the numbers, but not the clarity needed to make smart decisions.
I started Summit to change that. My skill is taking a complex subject and explaining it in a way that provides genuine confidence.
I also believe a simple truth: paying tax is a positive sign. It's tangible proof of your success. Our role is to manage that success for you. By claiming every entitled deduction and planning together all year round, we make your tax obligations completely predictable, so there are no more surprise tax bills.
Practical Insights to Help You Grow
Tax Planning
Your EOFY Tax Checklist for 2025
Your essential checklist of tax-planning tasks to consider before 30 June 2025.
Read about itBusiness Strategy
A Small Business Owner's Guide to Smart Tax Planning
Think of tax planning as a tool for optimising your finances and fuelling business growth, not just compliance.
Read about itTechnology
How to Choose the Right Accounting Software
The best software is the one that solves your specific problems and can scale with your business.
Read about itFrequently Asked Questions
Here are answers to some of the most common questions I receive from business owners.
Do you only speak to your accountant when your tax is due? If so, you're missing out on year-round strategic advice. Instead of just looking at historical data, we work with you proactively to plan ahead. We help you make smart decisions about cash flow and business structure now, so there are no shocks at tax time.
Worried that switching accountants will be a hassle? It’s actually a simple process that we manage for you from start to finish. Once you give us the go-ahead, we contact your previous accountant and handle the entire handover of your files, so you don't have to do a thing.
Could you earn more in an hour with a client than doing your own admin? If so, it’s time for a change. We handle the financial tasks, so you can focus on what you do best.
Is your business growing so fast it feels a bit chaotic? Rapid growth is exciting, but it brings complexity. We help you manage that by ensuring your cash flow is strong, your systems can scale, and your structure protects you. We provide the financial clarity needed to navigate your growth with confidence.
Do you hesitate to call your accountant because you're worried about a surprise bill? I believe in complete transparency. I don't use hourly billing, which often leads to surprise invoices. Instead, I offer fixed-fee packages that are agreed upon upfront. These packages are tailored to your specific needs, whether it's annual tax and compliance, or ongoing monthly advisory. This way, you know exactly what you're paying for, and you can call me anytime without worrying about the clock ticking.
Your time is too valuable to be lost to tasks you don't enjoy.
In this complimentary strategy session, I will personally review your situation and we will map out an actionable plan together. If it feels like a good fit, I'll prepare a straightforward, fixed-fee proposal for you. No pressure, no surprises, just clarity.
Book your Summit Strategy Session