The Big CapitalQ Difference - CapitalQ

The Big CapitalQ Difference

You can never be too careful when it comes to your money. So it makes sense to partner with Advisers you can trust but who also have an unrivalled track record for looking after their Clients’ interests.

We believe businesses and property are the best, even only, two methods normal people (those that are not Mark Zuckerburg, Bill Gates or Sir Richard Branson!!) can utilise to build genuine wealth.

In fact, business is the undisputed number one asset class in the world for building genuine wealth. Even property takes a back seat to a successful business.

Every decision we make at CapitalQ is taken with this in mind.

In fact, the big difference clients of CapitalQ notice is...

It starts with these 3 foundations...

  1. You’re guaranteed to only pay the absolute bare minimum tax LEGALLY possible
  2. We’ll set up the RIGHT structures to optimise your business and personal needs
  3. Systems in place so you ALWAYS meet your tax and corporate reporting responsibilities

Underpinned by a proud history of innovation.

One of the very first WA Accountants to move to the cloud including our Practice Management and Document Management systems – we have been paperless for years

  • We were one of the very first Accountants in WA to move to the Xero Online Accounting System
  • We are Xero experts with the vast majority of our clients now enjoying the streamlined benefits which add real value to their business Accounting System
  • Systems in place so you ALWAYS meet your tax and corporate reporting responsibilities

Backed by a ‘Tell it like it is’, no BS approach...

  • You’ll only ever get the facts, even if they are hard to hear
  • Each June we meet with you to uncover last minute opportunities to minimise tax (this also means you know how much tax you will have to pay come tax time, so you can plan ahead)
  • We won’t placate you, if it’s a bad idea we’ll tell you
  • You’ll never chase us to find out when we will get your work done, if anything we chase you to ensure things are done on time, preferably early, and executed without drama
  • We’ll always return calls and emails so you’re never left out in the cold, and you always know where you stand and ALWAYS meet your tax and corporate reporting responsibilities

With a personal touch from...

  • Hands on, real world experience running businesses (you get sensible, commercial, extensive business advice to help you run a better, more efficient and ultimately more profitable business)
  • Firsthand experience in the building of personal wealth outside of business (within and outside the superannuation environment), we help you budget and plan for investing separately from your business
  • Specialised knowledge in long term wealth strategies, analysis and assessment of investment opportunities including most specifically opportunities in property
  • The most appropriate structures for non-business investments to provide tax minimisation and protection from potential financial difficulties

Including best practice reporting systems...

  • That are easy to read and understand and actually useful because they genuinely give you a ‘snapshot of your business’ position and its performance so you make better, informed decisions
  • We help you establish efficient accounting and associated processes so you streamline operations, improve efficiency, boost cash flow and reduce admin time

Supported by a genuine team approach...

You’re never left with just one person who knows your affairs… if your lead Adviser is unavailable, on leave, etc, we ensure other Team Members are up to date with your situation and requirements and are able to easily solve issues and respond fast as needed.

With the peace of mind knowing you’re covered by not one but TWO industry-leading guarantees...

GUARANTEE #1: CapitalQ’s 7-point Customer Service Guarantee.

GUARANTEE #2: CapitalQ’s 6 7-point Taxation and Advice Guarantee.

All of which means you...

  • Sleep better at night confident the ATO won’t come knocking
  • Enjoy paying the ABSOLUTE MINIMUM tax you’re legally required to pay
  • Have systems that work FOR you insuring minimum effort on your part yet providing maximum results

Another reason business owners and investors love what we do is the security and peace of mind of our 7-point Customer Service Guarantee AND our 6 7-point Taxation and Advice Guarantee...

CapitalQ’s 7-point Customer Service Guarantee

When you become a valued member of the CapitalQ Community you are covered by these 7 service guarantees:

We guarantee you will be treated professionally and courteously at all times, just like we would want a member of our own families treated.

We guarantee we will be on time for all appointments we set with you – if the unexpected happens we promise to call you to explain the situation, advise how late we will be or worst case, reschedule our appointment to a time that suits you best.

We guarantee our services and process will be explained to you in plain English so you understand exactly what’s happening and why.

We guarantee to return all calls within 24 hours.

We guarantee to remain in contact with you and provide you with personalised service.

We guarantee your financial reports will be presented in a simple, logical, useable format which you will understand, enabling you to make decisions that progress your business and financial goals.

We guarantee your bank (or other financiers) will love the format and information provided in your financial reports and they will assist greatly when seeking finance approvals.

CapitalQ’s Outrageous “Industry First” 6 7-point Taxation and Advice Peace of Mind 100% Satisfaction Guarantee

When you become a valued member of the CapitalQ Community you are covered by these further 6 7-point guarantees:

#1 WE GUARANTEE by using our professional services, you will pay the absolute minimum legal tax possible, no other Accountant could have you pay less legally.*

#2 WE GUARANTEE you will never lodge another tax obligation late.*

#3 WE GUARANTEE you will always know in advance when your tax lodgement obligations are due.

#4 WE GUARANTEE you will always know in advance when your tax payments are due.

#5 WE GUARANTEE you will comply with all applicable tax laws and will have no issues with the tax man. *

#6 WE GUARANTEE to provide you with the most up to date tax and business information so you can make educated and informed decisions about all your wealth building and business affairs.

#7 WE GUARANTEE we will never outsource overseas any of the work you entrust to us, all of our services and advice will always be performed and delivered right here in WA providing you with peace of mind regarding your data, creating local jobs and assisting the local economy for the benefit of all Australian business owners.

We can’t be any fairer than that can we? No other Accountant in the industry offers you a guarantee like this!

*Terms & conditions apply.

What our customers say

Logo for Michael Gray
Duncan Melbin’s firm first became the business accountants for Exploration Data Services, and my Family, when he was still a Graduate Accountant some 16 years ago. Myself and my late business partner have followed him ever since!

In the early days Duncan was very proactive in regards to fine tuning our business structure and the benefits of getting the structure right early are still flowing today.

Throughout my time working with Duncan he has played a key role in ensuring our tax affairs have always been in order and our tax obligations have always been minimised and well managed.

Duncan has also played a key role in ensuring my Family and I have adequate wealth protection in place and that we have maximised our wealth creation including through a regular superannuation contribution strategy and the use of a self-managed super fund that keeps us engaged, in control and to a large extent free from the perils of the GFC.

More recently we took the opportunity to outsource our entire back office accounting function to CapitalQ including switching our accounting and invoicing to Xero. I now spend barely any time at all on my monthly accounting and Activity Statement lodgements, as CapitalQ have it all in hand. This allows me to focus on running my business better, and frankly to have more time to enjoy the spoils of a life in business.

I work closely with Kapil Bhasin, our Client Manager, and Peter Melbin, our outsourced Bookkeeper, and they are clearly very valuable assets for CapitalQ.

Working with Duncan, Kapil and Peter is very easy, they respond promptly to any queries I have and most importantly I have complete trust in the advice they give me and that my business affairs are being well looked after. I would recommend CapitalQ to any potential client without reservation.

So if you own a small business or are looking to grow your wealth I highly recommend you speak to the CapitalQ Team. They will give you good advice, and ensure you are on track for a sound business and financial future (and outsourcing your back office accounting process to them, and switching to Xero, will be two of the best business decisions you will make).

Michael Gray

Director - Exploration Data Services (Perth)

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