W Advisory

About

W Advisory was founded in 2009, to step outside the typical transactional method of bookkeeping, business accounting and finance to deliver a more holistic approach to servicing clients. Our team has one common goal – to be the expert resource of small businesses and individuals, with a service they can trust. We are Chartered Accountants, tax agents and bookkeepers based in Sydney with over a decade of experience. We work with our clients year-round to make sure that no opportunity is missed and that no issue is left unresolved.

Are you a Medical Professional in Public Health or a Customer Service Representative in a private institution? Do you have properties or investments that need to be correctly accounted for? Are you confident that in preparing your tax return, nothing has been missed? Are you interested in acquiring an investment property? Whatever your profession is, we can help you minimise your tax liabilities and advise you about your investment options. Talk to us today and find out what we can do for you.

We pride ourselves on becoming an integral partner with businesses who have grown to require full service, but without hiring a full-time bookkeeper. Our fixed fee structure means there are no surprise bills, your work will be completed in good time, to the exacting standards of a Chartered Accountant, not just a certified bookkeeper. Our bookkeepers and accountants work together, to ensure that from preparation to evaluation and consultation to lodgement, we're all on the same page.

Here in W Advisory, our goal is to help individual clients and business owners run their finances the easiest way possible. We do this by providing excellent and reliable tax returns preparation, property investment advising, and business accounting services including off-site bookkeeping service. For businesses, it's like having your own and dedicated accounting and finance department because we are always available and ready to help you anytime and anywhere. We are successful in providing the best service to our clients with the help of MYOB, the number 1 cloud-based business accounting solution in Australia and our ability to communicate well with our clients, by phone, email, social media, and even site visits if necessary.

We pride ourselves on becoming an integral partner with businesses who have grown to require full service, but without hiring a full-time bookkeeper. Our fixed fee structure means there are no surprise bills, your work will be completed in good time, to the exacting standards of a Chartered Accountant, not just a certified bookkeeper. Our bookkeepers and accountants work together, to ensure that from preparation to evaluation and consultation to lodgement, we're all on the same page.