WHY US4 Reasons business owners choose us over typical accountants

FINANCIAL FREEDOM

FINANCIAL FREEDOM

You got into business to
achieve goals. Not work
harder. We believe all
business owners can achieve
their financial goals and
we thrive on helping them
create financial freedom.

A CLEAR PATH

A CLEAR PATH

Financial freedom doesn’t
happen by accident. We’ll
give you a clear path and
a system to follow to keep
you financially on track
using the latest technology.
You’ll love the clarity.

MINIMISE YOUR TAX

MINIMISE YOUR TAX

Tax. One of life’s certainties.
But one thing’ s for sure. You
shouldn’t pay one more cent
of tax than you’re obliged to.
We guide business owners
to legally minimise tax and
conserve cash flow.

BUILD YOUR WEALTH

BUILD YOUR WEALTH

Self Managed Super Funds
provide business owners
and property investors with
smart, tax-advantaged ways
to borrow funds and
accelerate wealth. We’ll
guide your SMSF strategy.

THE TRADIE'S GUIDE TO STARTING YOUR OWN BUSINESS

6-STEP NEW BUSINESS STARTER KIT

DOWNLOAD NOW

ABOUTWhy we’re passionate about helping small business

Every business owner can achieve their financial goals

In his 20+ years as a practicing accountant, Lenny Schmidt has ad vised a wide array of clients, from individuals and their tax returns through to multi-million dollar business acquisitions.

But whether guiding a one-person start-up or advising larger businesses, the focus of Lenny and his team is the same: Get you clear on your business and financial goals and then keep you on track to achieve them.

We understand that your business is not your life. It’s an important part of it, certainly. But what’s more important is your family and lifestyle goals. That requires not only sound business structures and strategies but also a solid plan for building wealth for you to enjoy now, and to support your family securely in the future.

PROPERTY INVESTORS

We’ll help you minimize your tax, protect your assets and structure things properly.

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TRADIES

We’ll help you convert your hard work into wealth with practical ‘No B.S.’ advice.

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AIR CONDITIONING CONTRACTORS

Another one of our specialties. We understand the ins and outs of the HVAC business.

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SELF MANAGED SUPER

A great way to save for your retirement and reduce the tax on your investments.

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OUR PARTNERS

  • MYOB
  • QB
  • Xero
  • Reckon
  • Cashflow

OUR TEAMYou’ll love working with our small, focused team. (We do, too.)

LENNY SCHMIDT

LENNY SCHMIDT Principal

Lenny’s great at tax and business advice. He’s down to earth and likes a laugh. He’s a Fell ow of CAANZ and is passiona te about helping small business. Weekends, Lenny follows orders. (Married. Two young children.)

YVETTE SCHWITTER

YVETTE SCHWITTER Accountant

Yvette’s expertise is in helping big businesses with financial management. She has a Masters of Tax — impressive, we know — with a specialty in superannuation. Weekends, Yvette gives orders! (Married. Two kids!)

HOW TO AVOID

THE SEVEN DEADLY SINS OF SMALL BUSINESS

DOWNLOAD NOW

SERVICE PACKAGESChoose from one of our packages or we can tailor one for you.

Small Biz

From $440 /month + GST
  • 1 bank account
  • 20 transactions per month
  • Activity statements lodged
  • Annual financial accounts
  • Annual tax return
FIND OUT MORE

Medium Biz

From $770 /month + GST
  • 1 bank account
  • 1 credit card account
  • 100 transactions per month
  • Activity statements lodged
  • Annual financial accounts
  • Annual tax return
  • Sales & Bills Recorded
  • Monthly payroll recorded
  • Monthly management reports
  • Annual budget
FIND OUT MORE

Large Biz

From $1100 /month + GST
  • 2 bank accounts
  • 2 credit card accounts
  • 200 transactions per month
  • Activity statements lodged
  • Annual financial accounts
  • Annual tax return
  • Sales & Bills Recorded
  • Weekly payroll recorded
  • Monthly management reports
  • Annual budget
FIND OUT MORE

To qualify for package pricing you must be using a cloud-based accounting system such as Xero or MYOB.

ALL ABOVE PACKAGES INCLUDE:

  • No contracts No contracts
  • Online access Online access
  • Pay by direct debit only Pay by direct debit only
  • Phone support Phone support
  • Email support Email support
OUR 'SERIOUS BUSINESS' NEWSLETTER

SIGN UP FOR OUR FREE NEWSLETTER TO RECEIVE SERIOUS BUSINESS GROWTH HINTS AND TIPS DIRECTLY INTO YOUR INBOX.

WHAT OUR CLIENTS SAYSome business clients
we work with

  • Lenny is constantly guiding us in the right direction. His knowledge and expertise has been instrumental in getting our business off the ground.

    BARON KATRANSKI Director at Melbourne Electric Bicycles

  • We use Schmidt for everything accounting. Monthly accounts, Payroll, GST Annual Accounts preparation, the lot. The one monthly fee make its simple and effective. We couldn't be happier with the service.

    DOMINIC GIBSON Director at Melbourne Acquisitions

GET IN TOUCHSend us a message and we’ll reply as soon as we can.

BLOG / LATEST NEWSOur latest blog posts and updates.
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