Difference

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Kelly+Partners Financial Progress System™

A Bunch Of Curve Lines

01

Place

We start by systematically understanding where you are and where you want to be in the next five, ten, and twenty years, ensuring consistent progress.

Horizontal Rectangles That Overlap Each Other

02

Profile

We work with you to navigate your financial universe, from personal and business finances to wealth management and succession planning.

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03

Plan

Together, we diligently construct a bespoke financial strategy designed to help you achieve your business and personal goals in a timely manner.

Arrows In Circular Motion

04

Progress

We actively analyse and monitor your financial metrics, providing monthly or quarterly reporting to guide you towards achieving your objectives.

Brand promise

Compass In Hand
Forward-looking advice

When you're ambitious, you expect the same from your partners. We go beyond standard compliance to provide trusted, forward-looking advice.

A Thinking Mind
No surprises

Life and business can be unpredictable. That's why we provide value-based, fixed-fee engagements to give you confidence and transparency.

Time Value
Accessible

Your business is more than just numbers to us. We understand the challenges of running a business and are here to help whenever, wherever and however you need.

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Relationships

Strong relationships are essential to success. We leverage our expansive network to provide unique personal and business opportunities.

A Different kind of Accountant?

Quality Accounting is about clarity and due diligence. To help you with your due diligence, if you're looking for a different kind of accountant, here's some clarity.

Our unique and proprietary Financial Progress System™ enables our team to build the essential relationships and partnerships required to help their clients Be Better Off.

Evidence of the success of those partnerships can be seen in our Net Promoter Score: +70. Compared to the accounting industry's average of -18.

Kelly+Partners only has one kind of client: Private Business Owners — individuals, small and medium enterprises, and associated families. As a one-of-a-kind client, you will be, like each client, different and unique in your way — the subject of bespoke focus. Kelly+Partners has created and keeps fostering the ethos that keeps that focus sharp.

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Hear from clients

A Video Of Dr Simi Chanda

General Practitioner | Medical

"Kelly+Partners has allowed me to focus on my career and personal life because I feel comfortable and secure."

General Practitioner | Medical
A Video Of David Callus

Fire Sense | Wholesaler

"I wanted an accountant that would get involved in our business and understand the dynamics of running a family business."

Fire Sense | Wholesaler
A Video Of Michael Harsanyi

Austral Scope | Media

"I would recommend Kelly+Partners to other business owners, especially if they manage multiple entities."

Austral Scope | Media
A Video Of Stephen Coster

Chosen Bean Café | Hospitality

"The team at Kelly+Partners are easily accessible. If I ring, I'm guaranteed to get an answer that day, if not within the hour."

Chosen Bean Café | Hospitality
A Video Of Steve Taylor

Total Construction | Construction

"What I get from Kelly+Partners is that they are a family-run business. They are very much a network."

Total Construction | Construction
A Video Of Rick Butler

Butler & Co Architects | Architect

"It's been a mantra of mine to only work with good people, and I'm delighted with the people I'm working with at Kelly+Partners."

Butler & Co Architects | Architect
A Video Of Tracey Kelly

KT Services | Childcare

"After our first meeting with Kelly+Partners, we could sleep at night knowing we wouldn't have to worry about anything."

KT Services | Childcare
A Video Of Michael Manfredotti

Freedom Furniture | Franchisee

"I've found Kelly+Partners to be very professional in how they operate and in the advice they provide me my business."

Freedom Furniture | Franchisee
A Video Of Ron Bauer

Ray White Unlimited | Real Estate

"When I contemplated starting my own business, Kelly+Partners was the first call I made."

Ray White Unlimited | Real Estate
A Video Of Chris Foy

Vision Personal Training | Fitness

"The advice I receive from Kelly+Partners is always forward-thinking and planned out."

Vision Personal Training | Fitness
A Video Of Anthony Barbara

AJB Insurance | Financial Services

"I'm a huge advocate for fixed fees because I run a small business, and I always want to know what my fees will be ahead of time."

AJB Insurance | Financial Services
A Video Of Jenny Liebson

Orient House | Retailer

"Not only does Kelly+Partners give me financial and business advice, but they are also looking for my well-being as a business owner."

Orient House | Retailer
A Video Of Jason Sharp

Cardiologist | Medical

"One stark contrast between Kelly+Partners and other accounting firms is that there is a lot of integrity in the organisation."

Cardiologist | Medical
A Video Of Dr Ross Glasson

Radiologist | Medical

"Kelly+Partners has helped my business by always being there. When I've had a question, I've been able to pick up the phone and get an answer."

Radiologist | Medical
A Video Of Ross Samuelson

Subway | Franchisee

"We found Kelly+Partners are quite good and proactive in helping us with our planning. They’ve offered us advice about things we hadn’t thought about."

Subway | Franchisee

Find your nearest office

Email our team, give us a call, or visit one of our award-winning office locations

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Kelly+Partners Locations In United States

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Take control of your financial universe

Achieve your personal and business goals by turning to Kelly+Partners Accountants today.

Contact Us (888) 962-3883
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