Empowering you to achieve financial success and personal goals
Our Story
O'Brien Accountants & Advisors was established on the belief that every client deserves tailored, personalized financial guidance and support. We are passionate about empowering entrepreneurs and families to achieve financial success and personal fulfillment. With over years of combined experience, our team of dedicated professionals works collaboratively to provide comprehensive solutions tailored to your unique needs.
Our Team
Our team of passionate and diversely experienced professionals comes from various backgrounds, allowing us to offer a holistic and well-rounded approach to your financial and business needs. We are committed to open communication, transparency, and building trusted relationships with our clients.
What We Do
We offer a comprehensive range of services to help you achieve your financial and business goals.
Accounting & Tax Compliance
- Accurate bookkeeping and tax filing for individuals and businesses
- Dedicated SMSF management
- Comprehensive financial and tax reporting
Tax Consulting
- Strategic tax planning and compliance advice
- Navigating complex tax regulations and compliance issues
- Optimizing your tax position for maximum benefits
CFO Advisory
- Expert financial management, forecasting, and strategic decision-making support
- Support with fundraising, mergers, and acquisitions
Financial Planning
- Personalized financial planning to achieve your financial goals and protect your assets
- Retirement planning, estate planning, and investment advice
Additional Services
- Business valuation and succession planning
- Family office services
- Human resources and marketing consulting
- Sustainability and ESG advisory
Our Approach
We take a personalized and collaborative approach to working with our clients. We listen carefully to your needs and aspirations, and work with you to develop tailored solutions that are specific to your situation. We believe in open communication, transparency, and building strong relationships with our clients.
Our Vision
Our vision is to empower our clients to achieve financial success and personal fulfillment, while fostering strong relationships built on trust and mutual respect.
Staff and Service
The staff at O'Brien's accountants are consistently praised for their professionalism, helpfulness, and willingness to go the extra mile. Multiple reviewers have mentioned the team's exceptional service, with some highlighting specific staff members, such as Albi Care, who is described as personable, capable, and efficient.
Expertise and Trust
Many reviewers have expressed their trust in O'Brien's accountants, with some having used their services for multiple years. Their expertise in accounting and tax matters is highly regarded, with reviewers praising their ability to handle complex business requirements, including international transactions.
Business Support
O'Brien's accountants have been instrumental in supporting businesses, particularly start-ups, with advice and guidance. Reviewers have appreciated the team's welcoming approach and ability to explain complex concepts in an easy-to-understand manner.
Negative Experience
Unfortunately, one reviewer had a poor experience with O'Brien's accountants, citing a shocking incident where they were asked to pay twice and did not receive a receipt for payment. This incident was attributed to the company's bank being down, but the reviewer was still unhappy with the way the situation was handled.
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