Kelly+Partners Accountants

Kelly+Partners Accountants

Accounting

North Sydney, NSW 5,353 followers

We exist to help the people, businesses and communities we serve be better off. #BetterBusiness

About us

We exist to make the people, businesses and communities we serve be better off. With a deep understanding of the links between our clients’ personal and professional lives, Kelly+Partners offers a coordinated solution across a range of financial services: from accounting, tax, superannuation, wealth management, finance, estate planning assistance and family office service. At Kelly+Partners, we will help assess and manage your complete financial universe – personally, for your business, and for your family. The Client Director will be your point of contact and will coordinate the delivery of services from the firm’s accountants and specialist advisors in an integrated manner. The comfort of knowing that your financial universe is optimised is tremendously valuable to those business owners seeking long-term success. We are a #BetterBusiness

Website
http://www.kellypartners.com.au
Industry
Accounting
Company size
201-500 employees
Headquarters
North Sydney, NSW
Type
Partnership
Founded
2006
Specialties
Private Clients, Private Businesses, Families, Government Relations, Incentives & Innovation, Audit, Cloud Accounting, Corporate Advisory, Estate, Family Law, Finance, Marketing Advisory, Specialist Tax Consulting, Wealth, Retirement (SMSF), Payroll Services, Outsourced CFO, Marketing Advisory, and Lifestyle Management Services

Locations

Employees at Kelly+Partners Accountants

Updates

  • As 2024 comes to an end, we want to take a moment to celebrate 𝘺𝘰𝘶. Your success, milestones, and trust have been the driving force behind everything we’ve done this year. Thanks to your partnership, this year has been one of growth, inspiration, and progress—not just for us, but for the incredible businesses we’re proud to serve. ✨𝗧𝗮𝗸𝗲 𝗮 𝗺𝗼𝗺𝗲𝗻𝘁 𝘁𝗼 𝗹𝗼𝗼𝗸 𝗯𝗮𝗰𝗸 𝗮𝘁 𝗮𝗹𝗹 𝘄𝗲’𝘃𝗲 𝗮𝗰𝗵𝗶𝗲𝘃𝗲𝗱 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿 𝘁𝗵𝗶𝘀 𝘆𝗲𝗮𝗿.

  • Kelly+Partners Accountants is pleased to announce a new partnership with Sydney-based firm, Mitchell & Partners. Established in 1964, Mitchell Partners has grown at a progressive rate and has been driven by a team of dedicated partners and a strong network of managers and support staff. We welcome Partners Kenneth Fung, Jared Pearson, Timothy Mok and Glenn Merchant along with their team, as they join our existing Kelly+Partners Sydney CBD entity. From 6 January 2025, the Mitchell & Partners team will relocate to the Kelly+Partners Sydney CBD office at Level 53, 25 Martin Place, Sydney.

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  • Meet Mario Conti, Director of Mars Forklifts – an independently owned family business established in 1998 specialising in the hire and sales for forklifts, scissor lifts and access equipment across Australia. Prior to teaming up with Kelly+Partners, Mario’s accounts were a mess. Learn how Kelly+Partners Inner West got everything up to speed and ensured compliance, so that Mario can bank on what’s there now. Mario appreciates that David and the team at Kelly+Partners Inner West are only a phone call away, the valuable tax planning advice they provide and the fixed fee – so there are never any nasty surprises. For Mario, the biggest difference of being with Kelly+Partners, is that he can forward plan his future and concentrate on growing his business. With David and the team at Kelly+Partners Inner West, Mario sleeps comfortably at night knowing there are no accounting pressures, obligations or liabilities worrying him, so he can focus on what’s truly important. #KellyPartners #BusinessSuccess #ClientStories #Accountants #BusinessAccounting #TaxPlanning #BusinessGrowth 

  • "𝙔𝙤𝙪 𝙟𝙪𝙨𝙩 𝙝𝙖𝙫𝙚 𝙩𝙤 𝙠𝙚𝙚𝙥 𝙜𝙤𝙞𝙣𝙜. 𝘿𝙤𝙣’𝙩 𝙡𝙚𝙩 𝙖𝙣𝙮𝙩𝙝𝙞𝙣𝙜 𝙨𝙩𝙤𝙥 𝙮𝙤𝙪, 𝙚𝙫𝙚𝙣 𝙬𝙝𝙚𝙣 𝙮𝙤𝙪 𝙢𝙖𝙠𝙚 𝙢𝙞𝙨𝙩𝙖𝙠𝙚𝙨. 𝙏𝙝𝙖𝙩’𝙨 𝙝𝙤𝙬 𝙮𝙤𝙪 𝙜𝙚𝙩 𝙩𝙝𝙧𝙤𝙪𝙜𝙝 𝙩𝙝𝙚 𝙩𝙤𝙪𝙜𝙝 𝙩𝙞𝙢𝙚𝙨 𝙖𝙣𝙙 𝙘𝙤𝙢𝙚 𝙤𝙪𝙩 𝙨𝙩𝙧𝙤𝙣𝙜𝙚𝙧 𝙤𝙣 𝙩𝙝𝙚 𝙤𝙩𝙝𝙚𝙧 𝙨𝙞𝙙𝙚." 🗣️ 𝗧𝗼𝗻𝘆 𝗣𝗲𝗿𝗶𝗰𝗵 𝗔𝗠 In business, you can’t let anyone push you around. Stick to what you believe is right, even if others think you should do it differently. Success comes from staying true to your own approach and working hard, no matter what challenges come your way. It’s not just about making decisions; it’s about standing firm in your values and doing the work that needs to be done, every step of the way. Property developer, farmer and business entrepreneur – Tony Perich does it all. The joint Managing Director of Perich Group is an agriculture and real estate tycoon. 🎧🎙️Listen to his revealing interview with Brett Kelly recorded at our recent Only Business Owners event: https://lnkd.in/gC66KVju

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  • Nate Foersch, 𝗣𝗮𝗿𝘁𝗻𝗲𝗿 𝗮𝘁 Kelly+Partners (Woodland Hills) 𝗮𝗻𝗱 𝗲𝗻𝘁𝗵𝘂𝘀𝗶𝗮𝘀𝘁𝗶𝗰 𝗥𝗮𝗺𝘀 𝘀𝗲𝗮𝘀𝗼𝗻 𝘁𝗶𝗰𝗸𝗲𝘁 𝗵𝗼𝗹𝗱𝗲𝗿, 𝘄𝗮𝘀 𝘀𝗲𝗹𝗲𝗰𝘁𝗲𝗱 𝗳𝗼𝗿 𝗠𝗼𝗻𝗱𝗮𝘆 𝗻𝗶𝗴𝗵𝘁’𝘀 Los Angeles Rams 🐏 𝘃𝘀 Philadelphia Eagles 🦅 National Football League (NFL) 𝗴𝗮𝗺𝗲 𝗮𝘀 𝘁𝗵𝗲 𝗠𝗶𝗹𝗶𝘁𝗮𝗿𝘆 𝗛𝗲𝗿𝗼 𝗼𝗳 𝘁𝗵𝗲 𝗴𝗮𝗺𝗲.   Nate transitioned to public accounting after serving 15 years in the U.S. Marine Corps. During this time, he deployed to Iraq four times, Afghanistan, and twice to the South Pacific; he also completed extensive overseas service. Throughout his military career, Nate earned numerous accolades, including three Navy and Marine Corps Commendation Medals, two Navy and Marine Corps Achievement Medals, a Combat Action Ribbon, and four Good Conduct Medals.    Nate continues to serve his fellow veterans and his community. He is also a board member of 𝘈𝘮𝘦𝘳𝘪𝘤𝘢𝘯 𝘓𝘦𝘨𝘪𝘰𝘯 𝘗𝘰𝘴𝘵 826, where he actively supports the Woodland Hills community by developing youth programs and assisting first responders. Additionally, Nate serves as a board member of the 𝘔𝘢𝘳𝘪𝘯𝘦 𝘊𝘰𝘳𝘱𝘴 𝘓𝘦𝘢𝘨𝘶𝘦 𝘋𝘦𝘵𝘢𝘤𝘩𝘮𝘦𝘯𝘵 1490, helping Marines transition into civilian life and fostering business networking opportunities.   Further demonstrating his commitment to veterans, Nate is a founding board member and treasurer of Warriors In Need, a 501(c)(3) organization focused on ending veteran homelessness and suicide through meaningful work in the aviation industry and community engagement.   Nate holds a bachelor's degree in Business from the University of Phoenix and a master's degree in Accounting from California State University Northridge. Specializing in business services and the taxation of businesses and individuals, Nate has cultivated expertise across various industries, including apparel, movie production, musicians, manufacturing, real estate, and veteran-owned businesses. His extensive experience allows him to understand the diverse needs of his clients. With a deep commitment to support, Nate is dedicated to leveraging his skills and knowledge to help clients achieve their financial and business objectives.

  • Meet Tracey Faets, Director at Heart and Soul Community Care in Brookvale. A long-term client of Steve from Kelly+Partners Brookvale, Tracey appreciates the peace of mind from knowing that her accounts are under control. Discover how Steve and his team at Kelly+Partners Brookvale are crucial to Tracey’s business. With Steve’s advice and speed in getting back to Tracey, she has more time to spend with her family and her horses. 🐎 #KellyPartners #BusinessSuccess #ClientStories #Accountants #BusinessAccounting

  • 🎉🎊𝗪𝗲 𝗮𝗿𝗲 𝗽𝗹𝗲𝗮𝘀𝗲𝗱 𝘁𝗼 𝗮𝗻𝗻𝗼𝘂𝗻𝗰𝗲 𝘁𝗵𝗮𝘁 𝘄𝗲 𝗵𝗮𝘃𝗲 𝗯𝗲𝗲𝗻 𝗿𝗲𝗰𝗼𝗴𝗻𝗶𝘀𝗲𝗱 𝗶𝗻 The Australian Financial Review 𝗧𝗼𝗽 𝟭𝟬𝟬 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗙𝗶𝗿𝗺𝘀 𝗟𝗶𝘀𝘁 𝟮𝟬𝟮𝟰, 𝗿𝗮𝗻𝗸𝗶𝗻𝗴 𝗮𝘀 𝘁𝗵𝗲 𝟭𝟵𝘁𝗵 𝗹𝗮𝗿𝗴𝗲𝘀𝘁 𝗳𝗶𝗿𝗺. While our vision isn’t to be the biggest, our continual rise in the ranking reflects the hard work of our team and the support of our clients. 🚀 📰 🗞https://lnkd.in/g7qXDxvZ #AFRTop100AccountingFirms #AFRTop100AccountingFirmsList2024 #AustralianFinancialReview #TopAccountingFirms #TopAccountingFirmsList2024

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  • Meet Vince Vartuli, CEO of Chef’s First Choice. Vince was looking for an accountant who offered exceptional service and would work with him to help him grow his business. Learn how Michelle and David from Kelly+Partners Inner West helped Vince focus on his business growth and give him back the energy to do what he does best. Michelle and David don’t just help Vince keep his business on track, they’ve given him a better understanding of his business, and allowed him to get his weekends back. #KellyPartners #BusinessSuccess #ClientStories #Accountants #BusinessAccounting

  • 📣𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿 𝗜𝘀𝘀𝘂𝗲 𝟲 𝗼𝗳 𝗧𝗵𝗲 𝗞𝗲𝗹𝗹𝘆+𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀 𝗣𝗼𝘀𝘁! In issue 6 of The Kelly+Partners Post, we recap the key takeaways from our recent 𝙊𝙣𝙡𝙮 𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙊𝙬𝙣𝙚𝙧𝙨 event. Property developer, farmer and billionaire businessman, Tony Perich, shares his insights on mixing family with business, the importance of giving back and why he never pays off his debts. We also provide top tips on creating the best morning routine for you, courtesy of our friends at EQ Minds. Plus, we detail how Australia's bridesmaid states are booming in a capital property price battle, analyse the history of alternative investments, and much more. Get healthier, wealthier and wiser with us today! 📰💡  ➡️ https://lnkd.in/g2fgrzr3 #KellyPartnersPost #Finance #Wellbeing

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  • 𝗪𝗲 𝗮𝗿𝗲 𝗽𝗿𝗼𝘂𝗱 𝘀𝗽𝗼𝗻𝘀𝗼𝗿𝘀 𝗼𝗳 𝘁𝗵𝗲 Los Angeles Business Journal 𝗧𝗼𝗽 𝟭𝟬𝟬 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀 𝟮𝟬𝟮𝟰. This is the 3rd annual Top 100 Accountants event honouring the top accounting professionals in the Los Angeles region for their ongoing efforts as outstanding financial stewards. Hosted by the 𝘓𝘰𝘴 𝘈𝘯𝘨𝘦𝘭𝘦𝘴 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘑𝘰𝘶𝘳𝘯𝘢𝘭, this event recognises the achievements of leading accountants and firms within the Los Angeles business community.   🎊 A big congratulations to our very own Jeff Neumeister – Managing Partner at Kelly+Partners Accountants Burbank – for his individual nomination.   #TopAccountants #FinancialStewards #LAEvents #LABJEvents

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