Professional Balance is a well established boutique Accounting, Business Advisory and Consulting Firm located in the fringe CBD of Perth.
We specialise in providing professional services to small to medium enterprises (SME’s), as well as Self Managed Superannuation Funds and High Net Worth Individuals.
The firm has established a reputation for being at the forefront of assisting like minded progressive business owners in their pursuit of business success, wealth creation and lifestyle rewards.
Who We Are
Bachelor of Business Degree
Member of CPA Australia
Chartered Tax Adviser
Peter has over 25 years experience in working with and advising SME’s and High Net Worth Individuals in helping them achieve their business and lifestyle goals.
Outside of work Peter loves spending time with his wife and 3 sons while also pursuing his other passions of golf, fishing and AFL Football.
What we Do
Professional Balance is committed to providing a comprehensive range of practical accounting services that deliver meaningful solutions to small to medium sized business owners. Our primary objective is to assist you to increase your net wealth and lifestyle goals. Of major importance to us is our relationship with you so we believe in respect, honesty and being upfront in all our client dealings. Our team, with its considerable and complimentary skills, strive to provide an efficient, professional and progressive service in the following areas.
- Accounting & Taxation
- Cash Flow Budgeting
- Company Secretarial
- Self Managed Superannuation Funds
- Estate & Success ion Planning
- Preparing a Business for Sale
- Business Valuations
- Acquisitions & Mergers
- Business start-up
- Wealth Creation & Wealth Protection
Why we are Different
We are not your traditional compliance driven Accounting Firm that is constantly tied down by the restraints of Tax Office lodgement programs and other Government imposed red tape.
We only work with a small number of clients at a time. In fact, we often have to decline new client engagements if we feel we can’t deliver. We will only work with new clients that we truly believe we can work with, and clients that can see real value in what we can bring to the table.
Our focus is therefore on five areas that SME owners really want hep with;
Help you grow your business
Help you to create more profit
Help you to manage your cash flow
Help you to protect your assets
Help you plan for the future