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.
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.
Here is where we alleviate your stress by taking care of your accounting and advice needs.
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.
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.”
“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.”
"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."
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.
Cameron Vallve has been providing my family with financial advice for x years and we trust him implicitly. We didn’t have a huge amount of spare cash in the beginning and so didn’t think we needed any “financial advice”, originally we just wanted to better manage our tax! But Cameron has helped us build a clear and flexible wealth strategy to achieve our short and long term goals. Cameron manages everything from our super to our life insurance, income protection, share portfolio, home loan and property investment. His advice is independent, practical, and always includes options so we always feel in control. And year after year, despite economic and market challenges we experience strong financial returns. Cameron has even managed to educate/convert my tradie husband about investing and planning through his practical and simple translation of what can initially seem like complex financial concepts! I have referred him to endless friends, family and professional colleagues who proclaim the same personal and quality service and I would highly recommend Cameron to anyone seeking to build their future – no matter what age, status or life stage.
Peter, you explain things properly and use terminology that we understand. You also keep in contact with us, keep up regular contact on how things are going, which we think is terrific. The ability to have meetings in the office as well as home is valuable for us, it is a good thing. You know and we know that we are not good at managing money, you are not a smart aleck about it, but include and understand the situations that happen, and then offer solutions to the problem and situation. When we implement the strategies we are always in a better financial position, which makes us feel more confident within ourselves as well as our relationship between Mark and I.
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.
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!
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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:
We can help you to set achievable goals to create the lifestyle you aspire to.
We work with you to create more profitable outcomes for you and your business.
Strategic lending advice to give you the best debt solutions available in market.
OIR delivers deep technical research and analysis for better investment outcomes.