Orchard Financial - What we Can Do for You

about us

Orchard Financial is a team of finance professionals with extensive experience in Taxation, Company Reporting and Business Analysis. We’re looking to improve on the traditional accounting model through offering tailored accounting solutions to small, medium and large businesses for a fixed monthly fee. We can assist with a range of accounting and business services, ranging from taxation and company reporting, through to strategic planning and bespoke advice when the need arises.

services we offer

Our goal is to help minimise your accounting costs, while at-the-same-time, encourage you to call us whenever you need help or advice throughout the year by capping the amount you pay.

Depending on your needs we offer a variety of accounting and business services, ranging from low-touch tax lodgement and annual reporting, through to comprehensive business partnering including monthly reporting, tax planning and cash flow forecasting and monitoring.

We’re also strong proponents of cloud-based accounting applications and can assist you with set up, training and ongoing queries. All at a fixed monthly price, so you know what your accounting costs are going to be.
Some of the services we can provide:

Business and personal tax returns
Financial reporting
BAS lodgement
Book keeping
Cloud accounting
Tax planning and business structure optimisation
Forward looking Cash Flow statements and budget analysis
SMSF annual audit and reporting
Corporate secretarial tasks (company set-up, SMSF set up etc)

why you should partner with us

Sound Advice, Fixed Price

With extensive experience in Taxation, Company Reporting and Business Analysis, our team is well qualified to assist not only with your ongoing tax and reporting requirements, but also with strategic planning and bespoke advice when the need arises. With our fixed priced Xero accounting packages you can also ensure you’re getting the right advice, when you need it, without the risk of incurring any unexpected accounting fees.

Free Up More Time to Focus on Running Your Business

We understand that you want to spend less time on tasks like lodging BAS and tax, so you can spend more time on running your business. At the same time we recognise that you’re sensitive to rising accounting costs as-a-result-of increased administrative and compliance requirements being placed on small business. With our comprehensive accounting plans, we can manage as much or as little of your accounting and tax obligations as you like, allowing you to spend more time on running your business.

Access Real-Time to Information to Make Better Decisions

We realise the crucial role accounting and information reporting plays in today’s world. Business owners need to be better informed, process more information than-ever-before, in a shorter period of time, and act faster-than-ever-before. By transitioning your business to Xero’s cloud accounting software we can help ensure you have access to real time information to help you make better decisions in your business.

Avoid Large Annual Accountants Bills

By offering a fixed monthly cost we can help spread your accounting costs throughout the year. This will enable you optimise your cash flow while minimising the risk of additional accounting fees should you require assistance or advice.

testimonials

Initially I was a bit sceptical about moving from MYOB to Xero, but now I don’t know what I did without it. With the Xero app on my iPhone I can pretty much run my business from the road so I can spend more time on site and less time doing paperwork.

Jason K, Building and Construction, Eastern Suburbs.

I felt my old accountant only called me at tax time. Trent has been proactive in contacting me on a few different matters which I’ve found quite helpful. And it’s good to know that I’m not paying any extra every time I pick up the phone to speak to him.

Alex H, Manufacturing, Botany.

I’ve found Trent and the team great to deal with so far. They’re on top of all of my BAS and tax work, so I know I don’t have to worry about missing lodgement dates or getting the numbers wrong which would happen fairly regularly when I was handling it myself. I’ve also been impressed with their responsiveness when I’ve needed to call them for help with any other questions I have with my business.

Our Senior Team

Trent Martin
Director

Our People

Name : Trent Martin, CA
Position : Director
Qualifications : Member of the Institute of Chartered Accountants, B.Comm. (Accounting) Macquarie University
Experience : Trent Martin has over 17 years experience in accounting, taxation and business analysis. He has built and refined his skillset through numerous high profile roles held in Chartered Accounting, Corporate Finance and Investment Banking. This includes over a decade spent specialising in accounting, taxation and financial reporting through roles held within public chartered accounting firms and the corporate finance team of a top ASX-listed multinational. Adding to this, Trent also has extensive experience in business analysis, having worked as an equities analyst for two leading global investment banks. Trent is a Member of the Institute of Chartered Accountants having completed the CA Programme in 2003, and holds a Bachelor of Commerce (Accounting) degree from Macquarie University.
Roles and Responsibilities : Trent leads the accounting team at Orchard Financial, acting as the principal point of contact for clients. He is primarily involved in advising clients on matters involving taxation, structuring and financial reporting. He can also assist with BAS queries and accounting software matters.