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SMART Business Solutions is a forward-thinking accounting and financial services firm based in Mornington, Victoria, serving the Mornington Peninsula and beyond. For over 16 years, we have been committed to empowering individuals and business owners to achieve their financial goals and aspirations.
Our Mission
Our mission is to provide exceptional financial guidance, education, and support to help our clients achieve financial freedom and success. We strive to build long-lasting relationships with our clients, understanding their unique circumstances, and providing personalized solutions tailored to their needs.
Our Services
At SMART Business Solutions, we offer a comprehensive range of services designed to cater to the diverse financial needs of our clients. Our services include:
- Tax Planning and Compliance
- Tax and Business Advice
- Tax Depreciation Reports
- CFO Services
- SMSF Financial Planning
- Mortgage and Lending
- Asset Protection
- Estate Planning
- Wills, Testamentary Trusts, and EPOA
- Bookkeeping
- Business Valuations
- Complimentary 30-Min Discovery Meeting
- Xero Cloud Software Solutions
- SMSF Loans
- Salary Sacrifice
- Employee Share Scheme
- DISC Profiling
Our Expertise
Our team of experts has extensive experience in various industries, including Medical and Allied Health, Tradies, Wineries, Breweries, and Distilleries, Retail, Professional Services, and more. We understand the unique challenges and opportunities facing each industry and provide tailored solutions to help our clients succeed.
Our Approach
We take a proactive approach to financial management, focusing on education and empowerment. We believe that informed clients are empowered clients, and we strive to provide our clients with the knowledge and tools they need to make informed decisions about their financial lives.
Our Core Values
Our core values represent our highest priorities and beliefs, and are the fundamental driving force for everything we do at SMART Business Solutions. We prioritize the growth and development of our people, providing weekly technical training, mindset coaching, and team building activities. We also prioritize the health and wellbeing of our staff, recognizing that happy, healthy employees are essential to delivering exceptional service to our clients.
Get in Touch
If you're looking for a trusted partner to help you achieve your financial goals, we invite you to get in touch with us. Book a complimentary 30-Min Discovery Meeting with one of our experts today and take the first step towards achieving financial freedom.
Exceptional Service and Expertise
The reviews highlight the exceptional service and expertise provided by Smart Business Solutions. The team, including Shannon, Erin, Nadia, Paul, Nicole, and Hayden, are praised for their professionalism, knowledge, and willingness to help clients succeed.
Client-Centric Approach
The reviewers appreciate the client-centric approach of Smart Business Solutions, with many mentioning that the team genuinely cares about their clients' success and is invested in their business. The team is described as being passionate, driven, and dedicated to providing the best possible advice and guidance.
Knowledge and Expertise
The reviewers also praise the team's expertise and knowledge in accounting and financial management. They appreciate the detailed reports and guidance provided, which has helped them to improve their business and make informed decisions.
Personalized Support
Many reviewers mention the personalized support they received from Smart Business Solutions, with the team being always available to answer questions and provide guidance. The reviewers appreciate the smooth transition and implementation of new accounting systems and software, such as Xero.
