Your core partners in financial goal activation
Think of us as the central point of your financial affairs. We're here to build credible relationships with you and your network of professional advice.
Not your average old school accountant
We work with you to deliver real financial goals not just tax credits and book keeping.

How we can help you

We believe that through our valuable accounting and tax expertise and dedicated service, we can help you navigate all of life’s hurdles, big and small. We want to help you with your compliance burden so that you can keep on track and stay focused on more important things in life.

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Our difference

We understand everyone is unique with different accounting and tax needs, so you will always receive a personal service. Often the professionals you deal with are done in silos – we believe the best accounting and tax advice is provided in partnership.

Which is why we’ve proudly partnered with respected financial planners Oak Financial Planning and Oak Estate Agents, to offer clients seamless, efficient and integrated financial solutions for our clients in Melbourne across 3 locations.

Our advice relationship process

Our accounting consultancy process is unique to each individual situation, however below is the typical way we would approach an accounting consultation with our clients:

  • 1. Initial meeting

    Here we look at understanding what you are looking to achieve and to uncover your primary goals and activities.

  • 2. Scope and consult

    Once we have understood what you are looking to achieve, we will create a tailored plan to achieve it.

  • 3. Implementation

    Here is where we alleviate your stress by taking care of your accounting and advice needs.

  • 4. Review

    We look at the ways we can ensure you continue to achieve the goals set in our initial meeting.

Meet our team

Oak Accountants Melbourne specialise in small to medium business and we pride ourselves on having a collaborative, versatile, hard working and innovative culture and we believe this shines through in our customer service experience.

 

You can expect to receive the utmost professional service, fast response times and a friendly attitude – always.

Our results

Don’t take our word for it. See what our clients had to say…

  • “Oak Accountants have been of valuable support to my personal and business accounting and financial requirements.  They have provided exceptional service that includes handling business in a timely manner through prompt responses and follow up to phone calls and emails.  Their expertise and professionalism enables clear decision making.  I would not hesitate to recommend Oak Accountants.”

    Nadia C Small Business Owner
  • “I have worked with Steve Harris at Oak Accounting for over 5 years now and his professionalism, dedication and knowledge is an asset to my companies. I know that I can rely on him for honest accounting advice that is based on years of experience and up to date information. Through his approach I have been able to focus on my budgets and positive growth of my companies.”

    Kellie Andrews Equal Enhancement & Stoneridge Park
  • "Oak financial have been the accountants of choice for both my company and my family for many years . Their exemplary service is second to none . Attention to detail has always meant financial plain sailing , even their fees have always been more than reasonable. I cannot recommend oak financial highly enough."

    P. Eddey Amaline Pty Ltd

Book an appointment

Use our online appointment booking system to book your free initial tax and accounting consultation with an Oak Accountant in Melbourne today!

Our recent blog articles

We’re more than just accountants, we’re part of a network of professional services experts working across property, finance, accounting and lending in Melbourne, Kew East and Boronia. Find out more about each business by clicking the below:

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Learn more about accounting, tax, structuring your investments and more from your small business accounting experts!

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