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More Than Just Tax... 

Ask about Our:

1. Upfront fixed fee engagements 
We have a policy of upfront pricing on as much of our work as possible. This provides you with certainty of cost, clarity of the scope, absence of surprises and control of the process resting with you. 

2. One hour Complimentary Client Review
 These no obligation meetings provide you with the opportunity to "shoot the breeze" with your Progression Group Accountant. This not only allows us to gain a greater appreciation of your current position, but also identify possible enhancements or solutions to any business issues you currently face.
 *Existing business clients only.

3. Formal Board Advisory Service
 Let Progression Group drive corporate governance within your business. Clients who utilise this service enjoy structured meetings, real solutions, easy to understand reports and formalised minutes (with follow up action). This guarantees value at each meeting. Whether it is monthly, bi-monthly or quarterly, our Board Advisory Services don't just focus on business performance, but include over 40 critical business items required to be reviewed and monitored for guaranteed annual success. 

4. Individually tailored tax planning solutions
If we cannot save you at least four times the cost of this service, then you won't have to pay for it. Assessing the vast opportunities prior to the conclusion of each financial year ensures our clients are not only confident that their taxation debt is minimised, but are also well aware 12 months in advance what any likely liability will be.

5. In-house SMSF Specialists
We have our own Self Managed Superannuation Fund experts that can explain the options available to you in respect to investing through Superannuation. Many clients are now taking advantage of borrowing and acquiring property through Superannuation to assist in meeting their retirement objectives.

6. Private Client Portal
This is where our clients can log into their own personalised secure area to access documents, files, accounting data, and financial reports.

The secure portal will enable Progression Group to send our clients documents electronically including annual Financial Statements and Income Tax Returns.  These documents can then be electronically signed, alleviating the need to print out and post documents back to us for lodgement. 

Your documents will then be stored in the portal for future access where required.

Our secure client portal also allows our clients to upload large data files or documents that would generally be too large to e-mail.

7. In-house financial planning division
Our financial planning partners, Banksia Partners Pty Ltd help define and articulate what is important to you.
In May 2005, Banksia Partners Pty Ltd was granted an Australian Financial Services Licence (AFSL No 287080) by the Australian Securities and Investment Commission authorising Banksia Partners Pty Ltd to provide financial advice on a wide range of financial products including:

  • Basic deposit products
  • Debentures, bonds, term deposits etc issued by a government or APRA regulated institution
  • Managed investment schemes (managed funds)
  • ASX listed shares and other ASX listed securities
  • Life insurance investment products and life risk insurance products
  • Superannuation

Click here to find out more about Banksia Partners Pty Ltd.

8. Access to Finance
Progression Finance have formed a strategic alliance with a major and well established leading referral based solutions provider. Volume borrowing levels entitle our clientele to participate in discounted finance products.

Solutions include preferably priced residential, investment and commercial lending through the major financiers including NAB, Westpac, CBA and ANZ.

9. In-House Bookkeeping / Cloud Conversion Division
We now offer bookkeeping training and troubleshooting services. In addition to this, Progression Group actively assists all clients in converting their existing accounting software into the cloud (MYOB and Xero).

We are actively encouraging as many clients as possible to convert to cloud accounting (in particular Xero and MYOB) which makes tax planning a lot more seamless as your up-to-date and reconciled data is readily available for us to review and provide advice.

10. Published Service Standards
We believe it is important to be transparent and consistent with the services we provide. This is why we guarantee to meet the following service standards:

  • All Telephone calls returned within 24 hours.
  • All ATO/ASIC correspondence received on your behalf to be redirected with an explanatory letter within 2 days of receipt.
  • Completion of Annual Compliance work within 4 – 6* weeks of receipt of information.
    * note peak v non peak
  • Any service you may not be 100% satisfied with will be subject to a formal review within 2 hours of Progression Group being notified.

What Our Clients Say

A few years ago business became really tight. We were under constant pressure and could really feel the heat building as cashflow became tighter with rising fuel prices and labour costs.

– Brian Harper, Director, Region Peak Transport Pty Ltd

An opportunity presented for me to buy into a business. Whilst I knew the industry, I didn’t know where to start in terms of determining what the business was worth and how I could protect myself and my family.

– Nick Stehr, Director, Healthcare Lifting Specialists Pty Ltd

Thank you Progression Group for caring, assisting in obtaining some restitution and saving our business. We now have the tightest internal control mechanisms of any business!

– Timothy Eagle, Director, Eagle & Stork Plumbing Pty Ltd

Progression Group acted for my business from when it was a small outlet in Coburg turning over $60,000 through to when we sold the business 10 years on, turning over $12m from a large commercial premise based in Brunswick.

– Jon Amiss, Former Owner, CDS Gourmet Foods

As sole Director, I continue to meet with Progression Group on a quarterly basis to review our business performance. Establishing budgets and constantly monitoring actual results guarantees business success.

– Simon Best, Director, SBV Pty Ltd trading as Barry Plant (Mitchell Shire)

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Our Core Values

BALANCE – Doing what is required to remain inspired
RESPECT – Behaving with honesty, integrity and care
EDUCATION – Delivering innovative, practical and effective solutions
PRIDE – Our commitment to excellence in who we are, what we do and how we do it
SHARING – Connect the dots to benefit others

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