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."
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:
Oak Financial Planning Financial Planning Services
Providing Super, Insurance, Retirement, Debt advice and more with over 10 financial planners on site to create your custom financial plan to achieve your goals sooner.
Oak AccountantsTaxation and Accounting Advisory
Dedicated Accounting team committed to delivering superior accounting solutions to both individuals and businesses.
Oak Estate Agents Property sales, management and advocacy services
Delivering a premium range of property solutions to clients throughout Melbourne, where you and your property feature front and centre.
Oak Lending Solutions Personal, Business and Commercial
A dedicated lending service for our portfolio of clients providing a broad range of lending options from our independent broking capabilities.