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Business solutions

If you had a proactive accountant helping you plan for the future, how would your business benefit? Our clients say they operate smarter, grow bigger, and enjoy their business more.

Sunshine Coast business advisory & accounting services

At Synergy Accountants, we take the time to understand you and your business, so that we can tailor a solution to help you take your business to where you want it to be. Explore how our business advisory and accounting services can help transform your business.

Business advisory

What constitutes a successful business is different for every business owner, and with the expert advice of our business advisors and accountants behind you, we’ll help you determine your business goals and how you’re going to get there.

We’ll be with you every step of the way to proactively assist you to identify opportunities, overcome challenges, develop processes, and implement successful strategies.

Our business advisory services focus on:

  • Growth strategy
  • Profitability
  • Business coaching
  • Business workshops
  • Workforce planning

Tax advisory & accounting services

Business taxation is about so much more than compliance. At Synergy Accountants, we’re experts in minimising your tax liability, increasing your profits, protecting your assets, and solving complex tax problems.

Business tax accounting is complicated and ever changing, so we take the stress out of tax by working closely with you to plan and implement customised strategies that will work for you now and into the future.

Our nationally recognised team of Chartered Accountants (CA) and Certified Practising Accountants (CPA) pride themselves on truly getting to know you and your business, so they can provide the best advice for your situation.

Tax advisory services:

  • Tax planning
  • Tax compliance
  • Asset protection
  • Complex tax advice and strategy

Succession planning

You’ve worked hard to build your business but have you put in place a plan to protect your wealth, your employees, and the future of your business when you leave.

You may have retirement on your mind, want to sell or transition your business, or want to protect it in case you get sick or die prematurely.

Our team is here to do the hard work for you and give you peace of mind. They have the proven expertise to create a comprehensive succession plan to achieve a seamless transition when the time comes.

Succession planning services:

  • Retirement planning
  • Selling a business
  • Family transition

Business Finance Brokers Sunshine Coast

Discover the Synergy difference, combining the expertise of your accountant with the capability of a business finance broker, to deliver you the best results for your business finance. 

By only having to deal with one person who is both your accountant and finance broker, you get the benefit of them having a comprehensive understanding of your financial position, borrowing power, most tax-effective approach and helping you achieve the best possible outcome.

Directors Angie Barnard and Daniel Chappel are accredited finance brokers who are here to provide you with the right solution for your business.

When we say we’re with you every step of the way, we mean it.

Plant and Equipment Financing

It’s time to take the hard work out of financing your new or used plant or equipment. At Synergy Business Finance, we’ll help you to find the right loan, chattel mortgage, or lease through our wide range of lenders, negotiating optimal terms and conditions for the growth of your business. We want to simplify the entire process and provide you with the best solution to save you time and money.

How much do we charge for finance brokering?

At Synergy Business Finance we don’t charge you an upfront fee for our services. Instead, we receive payment from the lender you choose to go with. We work solely for our client’s benefit.

Disclaimer statement: This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances.

Marketing your business

Being able to consistently attract, convert, and retain the right customers (the ones you love working with) is key to growing your business. At Synergy, we help you build a smarter, successful and more affordable marketing program that creates bigger impact.

Our Marketing Advisor Nicci O’Mara, brings 25 years of marketing communications expertise to your business, ensuring a solution specific to your needs, budget and resources.

Marketing services:

  • Marketing audit – to fully understand what’s working and what needs to be fixed (and how), so you stop wasting money and start making more
  • Brand messaging development – to help you attract more customers and stand out from the crowd
  • Strategic marketing planning – to ensure your marketing makes the biggest impact possible in the short and long-term, plus you get the best return-on-investment, and clear decision-making.

    What our clients say

    One of the best business decisions we have made was moving to Synergy Accountants. From our initial meeting we knew it was the right decision. Quick and thorough responses to emails and phone calls, and the best thing – no question is too stupid or too small. These guys know their stuff and we would highly recommend them to any business!

    Michael and Shelley Porter

    Porter’s Plainland Hotel

    Your Advisors

    Angie Barnard

    Angie Barnard

    Managing Director

    Daniel Chappel

    Daniel Chappel

    Director

    Kathy Wockner

    Kathy Wockner

    Director

    Discover how we can help your business.

    Phone 1300 324 588​

    Sunshine Coast Office:

    Kon-Tiki Business Centre, Tower 2
    Level 5, Suite 515
    55 Plaza Parade
    Maroochydore, Queensland

    Toowoomba Office:

    192 Hume Street
    Toowoomba, Queensland

     

    Follow us:

    Liability limited by a scheme approved under Professional Standards Legislation.

    Synergy Business Finance ABN 27 649 662 493
    Credit Representative Number 532594 is authorised under Australian Credit Licence 389328

    Your Sunshine Coast accountants servicing Maroochydore, Mooloolaba, Kawana, Caloundra, Sippy Downs, Buderim, Nambour, Coolum, Noosa, Eumundi, Cooroy and beyond.