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PeterSheldon HS


At Peter Sheldon Accountancy we appreciate the individuality of people and businesses and are committed to providing timely, accurate solutions tailored to suit your particular situation. We work alongside you to solve problems that arise and help you reach your financial goals.

Our Mission is to provide accounting, taxation, management and investment services to individuals, businesses and community organisations in a manner which is efficient, reliable and 'You' focussed, and at all times, built on the foundation stone of integrity.

We are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements. Our commitment to excellence is evident in our hardworking team and the exceptional service we offer. 

Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed! For more information on how our expertise can benefit you, contact ushere.

Financial Planning*

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice 
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

Don't take unnecessary risks with your future! Allow the professionals at Peter Sheldon Accountancy to guide you towards achieving your financial goals.

Financial Planning services are provided through Accctpro Financial Services Pty ltd; trading as YML Financial Planning ACN 109 106 443 Licence no. 423636.

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Cashflow Forecasting

Are you holding too much inventory? Is this the right time to expand your business? Are you going to have enough cash to pay all your expenses every month? Surviving in today's business climate requires you to spend more time working on your business than in it.

We can provide you with accurate, timely, informative cash flow forecasting reports that enable you to:

  • Realise and understand when cash is available 
  • Plan and prepare for expansion, stock control, and taxes 
  • Analyse and anticipate key expenses

Equipped with this information, we'll work with you to develop action strategies that improve your bottom line.

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Business Start-Up

If you have a good idea for a new business venture but don't have expertise in the legal or financial aspects of creating a new business, we can help you:

  • Decide on the most suitable structure for your business — Sole trader, partnership, or limited company 
  • Prepare a business plan, cash flow projections, budgets, and trading forecasts 
  • Assess your finance requirements, advise on the best sources of finance, and draw up the necessary proposals 
  • Establish a good working relationship with your bank 
  • Register for an Australian Business Number with the ATO 
  • Complete registration procedures with the Australian Securities and Investments Commission 
  • Deal with company secretarial issues 
  • Set up a recording system for your internal use and for complying with statutory requirements

Let us help you turn your business idea into a reality!

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Budgeting

A good budget is a necessity in a good business plan. It is one of the best business tools you can have, enabling you to set financial targets and measure your performance.

In addition to goal-setting value, budgets will often improve your chances of acquiring funding. Financiers often require budgets as a prerequisite for funding approval.

The techniques we utilise to form financial projections enable you to consider future scenarios and provide you with goals to strive for in your business. There are many types of budgets. We can help you design the right budget for your requirements.

Let us show you how a budget can provide feedback that helps you prepare for the future of your business!

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 We Can Offer You

• Tax Advice • Financial Planning
• Superannuation Strategies
• Business Accounting Services
 • Trusts • Advice & Reviews of Rental Properties

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Accounting Services

Accounting Services

At Peter Sheldon Accountancy we provide you with advice when your business needs it, not just when you ask for it. We help you manage every aspect of your business and because we establish a one-on-one relationship with each of our clients, our advice is tailor-made for your business. We've also developed our traditional auditing and accounting practices into innovative client-focused services. Our flexibility and adaptability ensure we help you get the best results..... 

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FinacialPlanning

Financial Planning

 Wherever you are in your life, we can keep you on track to reach your financial and lifestyle goals.
Advice about starting out, spending and saving, paying off debt, accumulating wealth, pre and post retiring ... 

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