Business Advisory

Service: Business Advisory

Owning a business isn’t easy. There are significant compliance requirements that need constant monitoring to ensure success. Our business advisory accountant services can help you meet your obligations, and help your company grow and develop, no matter your industry or structure.

We’ve helped businesses of all shapes and sizes, from coaching small businesses to advising corporate entities. Our team of experienced business advisory accountants can help you with your obligations and unique challenges.

Optima Partners also has an exclusive partnership with the Chamber of Commerce and Industry WA, meaning we are uniquely positioned to provide quality advice to Western Australian businesses and make WA the best place to live and do business.

Here are just some of the business advisory services we provide:

  • Business mentoring and coaching
  • Business accounting services
  • Business and tax planning
  • Assisting with budgets and cash flow projections
  • Business structuring (companies, trusts, partnerships, sole traders) for asset protection and tax efficiency
  • Business valuation – understand the market value of your business and assets
  • Advising on accounting software and digital solutions for your business
  • Business purchase and business sale advisory, including due diligence
  • Succession planning – ensuring strong leadership contingency for your business
  • Assisting with corporate, ASIC and tax obligations, helping you understand your roles and responsibilities as a director, shareholder or trustee.

Optima Partners will be your trusted business advisory accountant no matter your challenges. Contact us today if you have any questions about our business advisory services.

Contact Us Today

Testimonials

I have been a customer for 7 years now an have found Enrico & the team very professional & have great knowledge of the systemHide
Stephen Baker
Very helpful and professional. The team have been very informative and their communication has been great. It's so nice to not feel like just another number. Thank you so much
Cameron Watt
Entrepreneur
Optima Partners is a huge part of our support structure. We trust the advice and it’s timely and helps us push forward and get deals over the line. I can’t speak highly enough of them.
James Riddle
Founder and CEO, Plumbing Bros.
Extremely pleased to be associated with Optima Partners having worked directly with Enrico De Pietro for 10 years. Enrico is always available, always makes time for us to talk through our concerns or our ideas. We respect and value his opinions.
Gayle Adams
Business Manager, Haiven Property
Optima is always available to help. I would 100% recommend them to any business.
Mat Bourget
Owner and Director, Il Locale
Nothing is too hard for the team and an example of this is them stopping what they were doing at 5pm on a Friday to assist me. I feel like the only client and appreciate the high quality that Optima provides.
Sally Lovett
We have been working with Optima for a number of years now after they were recommended to us and have nothing but good experiences. They are extremely responsive and more than happy to help clarify all my silly questions.
Kate Herridge
Fantastic accountants! Expert and professional service. Been with them for years and I highly recommend this company.
Jason Rapoff
I have been using Optima Partners to handle my financials for the last three years. They have consistently provided a prompt and highly professional service.
Mike Vegar
I cannot praise Optima Partners enough for their amazing team. I have been getting my tax done by Daniel Causerano for around 10 years now and not only is he efficient, his attention to detail is second to none. Daniel is so thorough in everything he does that he never hesitates to reach out and check in to make sure I am across what is needed. I have never had an accountant show this much dedication and support nor have I had tax time prove to be such a seamless process. Thank you Optima for being so easy to work with. Hide
Helen Novatscou
The team at Optima Partners are nothing short of outstanding.  Both Phil and Coral particularly have been instrumental in the formation of my own company.  Without their attention to detail, patience and unbeatable guidance and support, my company wouldn't exist.  Optima are as much a part of my company as my own family of employees. I couldn't recommend them enough. Thank you, Optima for all that you've done, and all that you continue to do for us.Hide
Josh Grapes
I have completed my tax with Optima Partners for a long time and they are always fantastic, helpful, and professional. Call out to Daniel Causerano in particular. I know of 4 other family members who now use him and speak highly of their dealings with him and the business
Leigh Taylor
Excellent service, have used Optima Partners for over 10 years and always been very professional and easy to deal with.
Ved
I have been a customer for 7 years now an have found Enrico & the team very professional & have great knowledge of the system
Stephen Baker
Very helpful and professional. The team have been very informative and their communication has been great. It's so nice to not feel like just another number. Thank you so muchHide
Cameron Watt
Entrepreneur