Founding director and CFO Chris Borg has worked as a CPA for 12 years and strives to give his clients the best advice whilst ensuring they have a clear understanding of how their accounts are being managed.
Chris and his team are dedicated to ensuring you get the best return and advice at an affordable price.
3P Accounting & Tax also offer several other services to business and individual clients including the setup and maintenance of different types of trust funds, corporate secretarial, company setup and incorporation, corporate accounts, MYOB & XERO support and more.
Business Services and Advisory
Business Services and Advisory is at the core of where 3P Accounting & Tax begins the journey with our clients in providing an educational and holistic service experience. A broad range of Accounting & Business Services is offered to ensure that all of the building blocks are in place for success and growth to be built upon. Many of these services are essential not only from a compliance perspective but also good business practice. Many Accountant and Client relationships fail to deliver in these areas due to poor communication and accessibility of the adviser.
Our focus is on ensuring that the following services are communicated and delivered in an efficient and seamless way:
Financial Accounting and Management Reporting
Business and Personal Planning and Forecasting
Business and Personal Advisory and Consulting
Succession and Estate Planning
Taxation is one of the few certainties of life and with the ever changing landscape of the Australian Taxation System, they can be a daunting prospect. Many feel left in the dark when it comes to how their obligations occur, causing planning opportunities to be missed.
At 3P Accounting & Tax our aim is to provide clarity and practical advice to minimise business and personal tax exposure by providing the following services:
Income Tax Return Preparation and Lodgement
Business Activity Statement preparation and Lodgement
Bookkeeping and Computerised Services
The days of the shoe box are well and truly behind us. If you are one of those people who still provide your Accountant with a box full of bank statements and receipts you are not only over paying to have your compliance completed but also most likely missing out on valuable add on services that will enable your business to grow due to time pressures. Due to technology advances, we are able to assist clients in streamlining their bookkeeping functions and day to day transaction recording as well as provide Bookkeeping services either on or off site. As a Xero certified adviser, we are able to manage and advise on your business in real time without the need to transport files and take your Bookkeeping function offline, making our service truly integrated and flexible. If you use MYOB or Reckon do not worry. As an accounting partner of these accounting packages we are able to assist you as well.
Financial Services & Superannuation
With many of us living hectic lives with family and work, it is easy to get too caught up in life to overlook the need to plan for personal wealth and retirement. Whilst for some retirement is a generation way, it is important to plan and protect the earnings that is generated whilst working to ensure that we all retire comfortably and not give up the living standards that we come accustom to. Retirement can and does creep up on all of us quickly, and for those of you in the retirement window it does become very real. Financial Planning is an ever evolving strategy and is different for every individual and family. At 3P Accounting & Tax, we are all about the People behind these Plans and aim to deliver this service with a real sense of Passion and Purpose. We aim to utilise the knowledge and experience we have with our clients to ensure that we fully integrate our services for the input of financial planning. This is why we only work with Financial Planners who share our philosophy, passion and outlook on client service. The service and plan becomes a part of our clients lives and is a way of doing things as we go about our daily lives.
Corporate Secretarial Services
Like Taxation, regulations imposed by the Australian Securities and Investment Commission can be vary daunting for clients and is generally put to one side by directors when attending to the day to day management of their business.
At 3p Accounting & Tax we provide services to assist clients with the implementation and maintenance of their corporate secretarial responsibilities by providing the following services:
Maintenance and update of Company Data
Annual Statement Reviews and solvency declarations
Business Structure Incorporation & Formation
Business Name Registrations
ASIC Agent and Registered Office including holding and maintenance of corporate registers.
** Liability limited by a scheme approved under Professional Standards Legislation.