About us
We understand our clients have many demands on their time; as such we work with our clients to simplify their accounting and taxation needs. We do this by providing a high level of personal service and by leveraging off cloud based software that provides an easy exchange of information.
Our aim is to provide “balance” to our clients’ business affairs. When simplification and balance has been achieved, we work with our clients to identify opportunities for business growth, personal investment and debt reduction depending on our clients’ individual goals and objectives – we call this the “flow”!
We work collaboratively with our clients other advisors to help with their investment decisions, insurance requirements, lending needs and overall financial health.
Adam Bird
Director
Adam Bird is a Chartered Accountant and Registered Tax Agent who has over 20 years’ experience working with business owners throughout Melbourne and beyond. He has worked collaboratively with many business owners across a broad range of industries, including professional services, medical practitioners, creative professionals, manufacturers, builders, hospitality and retailers.
Over the last 10 years Adam has had the privilege of working with Barristers, Solicitors, Clerks and other legal professionals. During this time Adam has appreciated the challenges and demands of individuals in these professions and their needs for consistent, personal service from an accountant and advisor they can trust.
Adam is passionate about working with these individuals and business owners to help them achieve their personal goals and objectives.
Chartered accountants and registered tax agents
