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What you can expect from
SPA Accounting & Advisory

Where strategy builds success

How we work

1

We begin with a conversation — no obligation, and no cost — to find out where you are right now in your business. What’s important to you? What do you want to achieve?

2

We work out how we can help, and put that to you in a comprehensive quote. This is when we’ll let you know what we think you need, how we can help, and what it will cost.

3

You let us know your feedback – if we’ve understood your needs, or if there’s anything you’d like to discuss. We’ll spend as long as it takes to make sure you’re comfortable and there’s a fit.

4

When you approve the quote, we’ll send a full engagement letter.

Tax and accounting services

Finally – a forward-thinking accountant

Tax compliance is only one part of the accounting equation. When you’re choosing an accountant, what’s just as important is their ability to think ahead. Instead of being stuck in reactive mode, lagging behind on last year’s tax return, a good accountant has cleared the decks, and is looking to your future.

A proactive approach

At SPA Accounting & Advisory, our proactive, rigorous approach is what keeps us ahead of the game.  No backlogs, and no excuses: that’s what you should expect from a team with top-tier experience. But we’re just as interested in the broader picture: where you want to be in five years’ time – in your work, and in your life. We pull all the pieces together, so your finances are aligned to move you forward.

We don’t wait for you to call, either.  If we see an opportunity for you, or a tactic that’s getting great results for other clients, we give you a call.  That proactive approach isn’t always common practice, but to us, it’s simply good service.

Services

  • Income Tax, GST and FBT compliance: gain peace of mind that your compliance obligations are met — on time
  • Financial reporting: gain added confidence that your financial statements are accurate. You can outsource the task to SPA Accounting & Advisory — or ask us for expert review
  • Self-managed super funds administration: we’ll help you navigate the compliance terrain
  • Payroll tax: we take care of the complexity, whether that’s assisting you with payroll — or untangling compliance obligations across jurisdictions

Why choose SPA Accounting & Advisory

Quality: Our work speaks for itself. We’re experienced across all aspects of accounting for business and not-for-profits

Properly resourced: We don’t cut corners when it comes to our people. As our client base grows, we grow, so there’s always skilled staff on hand to handle your finances

Accountability: You know we’ll deliver on our commitments, on time, because our reputation and our livelihood depends on it

Currency: We stay up to date on the latest in accounting practice. We share what we learn from across our client base. So you can bring in new thinking – without having to hire new staff

Succession Planning

Our accounting team provides expert succession planning services to ensure a smooth transition of leadership and ownership in your business. We work closely with you to develop a tailored strategy that aligns with your goals, safeguarding the future of your company.

Here to help

From identifying potential successors and assessing their readiness to structuring tax-efficient exit plans, we guide you through every step. Our approach ensures continuity, mitigates risks, and preserves the long-term value of your business, giving you peace of mind as you plan for the next phase of success.

Services

  • Business succession strategy development
  • Ownership and equity transfer structuring
  • Tax-effective succession planning advice
  • Family governance and legacy planning
  • Leadership transition and successor mentoring

Why choose SPA Accounting & Advisory

Tailored advice: strategies aligned to your business and family goals

Quality: Our work speaks for itself

Wealth of knowledge and experience: Experienced guidance to ensure a smoother and confident handover

Currency: We stay at the forefront of succession planning strategies, regulatory changes, and tax developments. Drawing on insights gained across diverse client transitions, we bring proven ideas and practical solutions to your plan — so you benefit from contemporary thinking without having to navigate it alone

Business advisory

The way forward won’t always be easy — 
but it should be clear

When was the last time you made space to take stock of your business: where have you come from, and where are you headed? You find yourself constantly caught up in the day-to-day. You’re surrounded by people and crises demanding your attention.  All the while, you’re wondering if there’s a better way.

You need a skilled business advisor: someone who can filter out the distractions, and give you a clear signal. At SPA Accounting & Advisory, we never over-engineer business planning.  We simply guide you through a conversation on the fundamental questions.

Questions we help you answer

  1. What are your goals: in life, and in business?
  2. What needs to happen for you to achieve those goals?
  3. What business strategies do we need to get you there?
  4. What action will we take to implement those strategies?
  5. How will we measure success?

Why choose SPA Accounting & Advisory

Insight from experience: With decades of combined experience across sectors, we bring lessons learned to save you the costly mistakes

Rigorous approach: We’re grounded in robust financial analysis: so the direction we map out isn’t just abstract or aspirational — it’s sound

Integrity: Guiding your business is a responsibility we take very seriously, so all our advice is tailored for your situation

Accountability: You know we’ll deliver on our commitments, on time, because our reputation and our livelihood depends on it

Outsourced CFO

Expert financial management on-call. Choose from 100% Outsourced CFO or financial management on demand.

100% Outsourced CFO function

Why pay a premium to have senior finance professionals on staff when you only need their skillset a fraction of the time? When their skills are not called on, they’re either under-used — or accumulate miscellaneous lower-skilled functions.  Neither outcome gives you value, or reliable financial operations.

SPA Accounting & Advisory’s outsourced CFO service gives you top-tier financial management right when you need it.

Financial management on demand

Does your in-house financial team need more hands on deck: to cover surges in work — or just so your team can finally take a holiday? Have you ever wondered if your operations could be more cost-effective?

We step in to fill that gap.  We bring another line of defence to your financial management. So you’re confident that your board reports are sound. We’re also not afraid to get our hands dirty, digging in to help run payroll, or finally take care of that administration backlog.

With SPA Accounting & Advisory, you only pay for the services you need. We’ll even help you streamline your whole accounting function to find better ways of doing business.

Services

  • Reporting: management accounting, board reports and annual statements
  • Compliance: all tax requirements, including Income Tax, GST, BAS and FBT
  • Strategy: business planning, cashflow forecasting, sales and acquisition advice
  • Capability building: training, mentoring junior staff
  • Process improvement: documenting and optimising processes, re-engineering accounting functions
  • Administration: supplying skilled staff for bookkeeping, payroll and other financial administration

Why choose SPA Accounting & Advisory

Leadership: We’re here to lift your in-house capability with on-call advice, trouble-shooting and mentoring across all aspects of good financial management

Continuity: We capture and document your whole financial management system.  Think of it as insurance. How would your business cope if you suddenly lost a key financial manager?

Accountability: You know we’ll deliver on our commitments, on time, because our reputation and our livelihood depends on it

Currency: We stay up to date on the latest in accounting practice. We share what we learn from across our client base. So you can bring in new thinking – without having to hire new staff

Get ahead of the game

Don’t just keep up with the numbers—stay in front of them. At SPA Accounting & Advisory, we help you plan smarter, work more efficiently, and grow with confidence. Whether it’s tax, compliance, or big-picture strategy, our team gives you the clarity and tools you need to stay competitive.