Palmerston

Local Accountants in Palmerston

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Contact Us in Palmerston

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Freeing Up Time, Revealing Exciting Opportunities

Are you sick and tired of shouldering the financial intricacies of your business? Wished you had more time to focus on growing your business and spending time with your family? Be sure to call The Adding Value CFO Pty Ltd. We are a local, coastal business offering accounting, BAS assistance and CFO services in Palmerston and surrounding areas.


We have a strong relationship with our clients as we are passionate about helping them succeed. Therefore we do not just see our clients once a year or once a quarter, we keep in touch regularly to keep them updated on progress, as well as provide strategic advice.


If you'd like to discover how The Adding Value CFO Pty Ltd can help your business thrive, call us today on 6182 1322. We offer our services to clients throughout Palmerston, from Durack to Bakewell and surrounds.

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Helping You Meet Your Financial Goals

At The Adding Value CFO Pty Ltd, we are committed to helping our clients achieve their financial aspirations through targeted, effective services. We provide tailored solutions that align with your business goals, ensuring that you have the support needed to succeed. For example, we offer:


  • Strategic Financial Planning: We work with you to develop comprehensive financial plans that forecast future conditions and align with your long-term objectives. These plans are essential for guiding your decision-making processes and securing your business's financial future.
  • Informed Tax Advice: Our team offers tax advice, helping to ensure you benefit from all available deductions and incentives.
  • Proactive Cash Flow Management: We implement cash flow strategies designed to enhance liquidity and ensure you have the funds necessary for critical investments and operations. Effective cash flow management is crucial for maintaining the stability and growth of your business.


Reach out to The Adding Value CFO Pty Ltd today and take a significant step towards achieving your financial goals with our guidance and financial solutions.

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Our Accounting Services

How can we help you?

Our accounting services are tailored to meet the diverse needs of our clients in Palmerston. From tax compliance and financial reporting to detailed financial analysis, we provide a comprehensive overview of your financial situation.

Xero Training

Master Xero, a leading cloud-based accounting platform, with our specialised training. Through our training, we'll help you to optimise your financial management and increase operational effectiveness. Gain confidence in managing your accounts independently with our expert guidance.

Our CFO services provide comprehensive financial oversight, including analysis, budgeting, forecasting, and effective cash flow management to secure your company's financial stability and growth. We focus on identifying and mitigating financial risks, while also setting and evaluating performance metrics to align with your business objectives.

In addition, our business planning sessions help you develop strategic plans tailored to your unique needs, ensuring long-term success and sustainability for your business. We work closely with you to create actionable plans that drive growth and operational efficiency.

Our bookkeeping services ensure meticulous management of your financial transactions, from regular data entry and bank reconciliations to expense categorisation, enhancing both accuracy and accountability in your financial records. We can also provide timely and accurate preparation of Business Activity Statements (BAS), supporting optimal cash flow and compliance with tax obligations. Additionally, we can assist with processing payroll to ensure your employees are paid accurately and on time.

Join our five-hour Bean Counting for Business Owners course to learn basic accounting, prepare for understanding financial reports, and strengthen your relationships with your accountant. Ideal for startups and those with no prior knowledge of accounting, this course will empower you to better understand and communicate your financial needs.

In addition, we offer business mentoring services where our experienced staff provide regular mentoring to newly employed finance staff within your organisation, ensuring they are well-supported and equipped to perform their role proficiently. 

We provide tailored business mentoring services for your staff who are new to finance roles or have limited accounting knowledge.


We also offer reliable accounting services to fill in for your finance staff during their annual leave or other temporary absences.

Frequently Asked Questions

  • Why is it important to regularly review my cashflow procedures?

    Regularly reviewing your cashflow procedures is crucial because it helps identify inefficiencies and opportunities for improvement in your financial management. This process ensures that you maintain optimal liquidity, preventing cash shortages that could disrupt day-to-day operations. It also enables proactive responses to changes in the market or your business environment, allowing for adjustments in spending or investment strategies to better meet future financial demands. Ultimately, consistent review helps safeguard the stability and growth of your business by ensuring financial resilience and adaptability.

  • How can hiring a CFO help small businesses?

    A CFO not only manages day-to-day accounting but also provides insights into financial planning, risk management and investment strategies. This role helps in optimising cash flow, improving profitability and ensuring compliance with regulatory requirements. Having a CFO allows business owners to focus on core operations and strategic initiatives, enhancing decision-making and positioning the business for long-term success.

  • How often should I see my accountant?

    It is generally recommended to see your accountant regularly to ensure you stay on top of compliance and your business needs. 

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