Our team are dedicated to providing you and your business with personalised professional services. All our team members are committed to ongoing professional development so you enjoy the best technical tax and accounting advice available. Below are the profiles on our team members.
“There are two types of accountants for business owners to consider, technical ones and strategic ones. Having consulted to hundreds of small business owners and written 3 books I can share with you that having a technical accountant looking after your accounts is 100% useless if you are following the wrong strategy in the first place. Chris is a Strategic Accountant that focuses on your strategy first and then follows through with the right technical aspects. It's why Chris has been my accountant for over 20 years and is more affordable than you think, especially when you realise how much money you have given away unknowingly through poor advice.”
Chris always wanted to build a very different accounting practice and that’s the offices are in a genteel Victorian terrace in Moonee Ponds. Each room is immaculate and contains fresh flowers. There’s no reception desk or waiting room, instead, clients can sit in the lounge and enjoy a complimentary refreshment from the menu. According to Chris, “Our clients love coming here because it’s not sterile like most offices. We want clients to feel relaxed and talk to us about what is important to them. Clients don’t come to us just to do a tax return. Sure, that needs to be done for the Government but it doesn't really help the client. It’s what we do beyond compliance that clients really want.
First, we help clients minimise their compliance costs by implementing the most appropriate accounting software program for their business. We are careful to match their business needs with their level of accounting skill and we support a range of packages including cloud based options like XERO. This helps keep track of the numbers so everyone knows how the business is performing and we can then offer pro-active advice”.
Chris then proposes strategies designed to help improve business profitability. He says, “These strategies can include anything from
team training to marketing, innovative advertising, and customer service techniques. In the last few years the trend has moved towards
helping clients establish lead generation websites, optimizing them for Google and helping them script and produce videos plus manage social
“We also want to make sure clients retain more of what they work hard to earn, so we review their business structure to ensure the clients assets are protected and the structure will minimize their tax liability. We then educate clients on how re-invest the savings to build their wealth by helping them to set up a real-estate portfolio or where appropriate, a self-managed superannuation fund The ultimate goal is to help clients build a passive income stream and retire early.”
Professional Qualifications and Memberships
- Fellow Member National Tax & Accountants Association
- Certified Practising Accountant
- Bachelor of Economics (Accounting)
- Registered Tax Agent
- Public Practicing Certificate
- Diploma of Financial Planning
- Certified XERO Consultant
Chris Tolevsky can be contacted at firstname.lastname@example.org
Client Services Manager - Business Development
company for over 10 years. She is passionate about helping business owners build businesses that really work, so that they can choose not to. Fiona says “ While doing a clients tax returns , planning tax strategies and meeting statutory obligations are very important ,there is far more that can be done to help clients reach their ideal profits and an improved lifestyle. Things like management, marketing, customer service, team retention, working processes and business building strategies, and more recently helping clients develop on line strategies with their website, SEO, videos and social media strategy."
Services Manager - Tax
Pauline can be contacted at email@example.com
Tony is a Certified Financial Adviser with a diploma in financial planning. He began his financial planning career in 1982 with National Mutual specialising in insurance, investments and superannuation and has been helping his clients reach their financial objectives.
Over the past 30 years, Tony has been vigilant in keeping himself updated in changes in the financial services industry as well as
furthering his education by gaining necessary accreditations required to give advice on Self Managed Superannuation funds and ASX listed
Tony Rulli ASIC Authorisation Number 282358.
Financial Forum Pty Ltd T/as Next Phase Wealth ASIC Authorisation Number 225524 Consultum Financial Advisers Pty Ltd. ABN 65 006 373 995 (‘Consultum’) Australian Financial Services Licensee, Licence No. 230323