Empowering Your Financial Future
At BOA & Co., we believe in empowering clients to achieve financial stability and reach their full potential. We are a team of highly qualified chartered accountants and financial advisors dedicated to providing tailored solutions for every stage of your life.
Who We Are
BOA & Co. is a leading accounting and business advisory firm based in Sydney CBD. We combine expertise in tax planning & advisory, business & corporate services, accounting & bookkeeping, and wealth management to deliver comprehensive solutions that cater to the unique needs of our clients.
Business & Corporate Services
- Business Tax & Advisory: Comprehensive guidance on tax compliance, business structuring, and financial management consulting to help you run a profitable business.
- Accounting & Bookkeeping: Cloud-based bookkeeping services and accounting reports to keep your finances organized and accessible.
- Audit & Assurance: Comprehensive audits and assurance services to identify areas for improvement in your business efficiency and profitability.
SMSF & Wealth Management
- Self-Managed Super Fund: Comprehensive guidance on establishing, structuring, investing, and managing your SMSF.
- Private Wealth Management: Personalized advice on wealth planning, investment strategies, and family office solutions.
Tax & Financial Planning
- Tax Planning & Advisory: Strategic tax planning to minimize your tax burden and maximize your financial benefits.
- Financial Planning: Customized financial plans that align with your individual goals and aspirations.
Our Approach
Our collaborative approach involves working closely with you to understand your unique needs and aspirations. We'll work with you to develop tailored solutions that are achievable and aligned with your goals. We believe in open communication, transparency, and building lasting relationships with our clients.
Why Choose BOA & Co.?
- Team of Experts: Our team of experienced professionals are passionate about helping clients achieve financial success.
- Client-Focused Approach: We prioritize understanding your needs and providing personalized solutions.
- Transparency & Communication: We believe in open communication and providing clear explanations of your options.
- Results-Oriented: We are committed to delivering tangible outcomes that improve your financial well-being.
Expertise and Knowledge
The reviewers praised Michelle Li's extensive knowledge in financial products and her ability to customize solutions to suit individual needs.
Personalized Service
Michelle Li is commended for her patience, personalized approach, and willingness to take the time to research and explain complex financial details in a clear and concise manner.
Insurance and Financial Planning
Reviewers appreciated Michelle's expertise in insurance coverage, financial planning, and superannuation, which helped them make informed decisions and achieve their financial goals.
Overall Experience
The reviewers had a positive experience working with Michelle Li, describing her as professional, knowledgeable, and a pleasure to work with.
