The Power Of Good Advice - Get To Know Us
Nestled in the heart of Ultimo, Oracle Accounting & Wealth stands as a trusted partner for businesses and individuals in the Sydney CBD. Founded on the principles of expertise, transparency, and collaborative partnerships, we are a team of passionate professionals dedicated to empowering clients through strategic financial guidance and tailored solutions.
Our Expertise
Our diverse team of highly skilled accountants offers a comprehensive range of services designed to meet your unique financial needs. Whether you require assistance with tax planning, bookkeeping, or comprehensive wealth management, we are here to guide you every step of the way.
Accounting & Business Services
- Small Business Accounting: Comprehensive package tailored to meet the specific needs of small businesses, ensuring accurate financial management and reporting.
- Tradie & Contractor Accounting: Specific expertise in managing the unique financial situations of tradespeople and contractors.
- Not-for-Profit Accounting: Customized solutions to ensure accurate financial tracking and compliance for non-profit organizations.
- Bookkeeping Services: Efficient cloud-based bookkeeping services designed to streamline your financial operations.
- Tax Minimization: Comprehensive tax planning and compliance services to ensure you maximize deductions and minimize your tax burden.
Financial Planning & Wealth Management
- Strategic guidance on investment planning, asset allocation, and wealth protection strategies.
- Tailored solutions to manage retirement planning, superannuation, and estate planning needs.
Technology & Innovation
We embrace technological advancements to empower your financial journey. Our expertise in cloud accounting enables you to access your financial data securely from any device, anywhere, at any time. We also utilize innovative tools and software to streamline your financial processes, ensuring efficiency and transparency.
Client-Focused Approach
At Oracle Accounting & Wealth, client relationships are at the heart of our business. We believe in building strong, lasting partnerships with our clients, founded on open communication, trust, and personalized guidance. We take the time to understand your unique goals and aspirations, tailoring our services to your specific needs and circumstances.
Overall Impression
The reviews of Oracle Accounting and Wealth are overwhelmingly positive, with 11 out of 12 reviewers giving a 5-star rating.
Quality of Service
The reviewers praise the firm's competent and personalized advice, excellent service, and friendly and professional staff. They appreciate the team's ability to understand their business and provide tailored advice. The reviewers also commend the firm's efficient and speedy work, particularly in filing returns and providing invaluable insights.
Expertise and Knowledge
The reviewers trust the firm's expertise and knowledge in accounting and wealth management. They appreciate the team's ability to explain complex financial matters and provide helpful guidance.
Customer Service
The reviewers praise the firm's exceptional customer service, citing the team's availability and responsiveness. They appreciate the personal touch and the feeling of having a dedicated team working for them.
Negative Experience
Only one reviewer had a negative experience, citing aggressive marketing tactics and feeling harassed by emails and texts.
