At Piteo Accounting & Advisory, our approach encompasses a holistic view of your business and personal goals and we understand the importance of aligning these. We recognise that within every great and successful business there are many key components which need to be carefully considered, therefore we design strategies that focus on business success and guide you towards your ideal work-life balance. We provide tailored packages to suit your requirements. Commence your journey with us.
Why invest in our Team of accountants?
Piteo Accounting & Advisory provides practical compliance services to over 1,000 clients across South Australia and beyond, from individuals, family groups, Self-Managed Super Funds and businesses of varying sizes and across a broad range of industries.
Despite numerous attempts to reduce red tape and simplify our tax system, compliance obligations of Business are ever increasing. Meeting statutory and regulatory requirements can be a burden and resource intensive. At Piteo Accounting & Advisory our Compliance Services reduces the burden on you and your Business and ensures that you are up-to-date with all your taxation obligations.
Reliable compliance data, prepared in a timely manner also assists to secure commercial finance or re-financing, budgeting, cash flow modelling, taxation planning and financial management reporting. We provide our Compliance Services to companies, partnerships, trusts, SMSF’s, joint ventures and individuals.
Our compliance solutions include everything from the preparation of income tax returns, financial statements, Business Activity Statements to Payroll Tax obligations, FBT Returns and everything in between. Our services include:
- Income Tax Returns
- Business Activity Statements
- Instalment Activity Statements
- Financial statements for businesses and SMSFs
- Establishing new trusts, companies and SMSFs
- ASIC secretarial services
- Payroll Tax
- Land Tax
- Stamp Duty
- Return to Work SA Requirements
- Tax Payments and adjustments
- ATO Correspondence
In-house Bookkeeping Services
Leave the accounts paperwork to us.
With our complete bookkeeping solution, your accounts are always in up to date, reliable and best structured to support your business. When you decided to become a business owner, your goals and dreams probably didn’t include getting bogged down in day to day data entry and bookkeeping. That’s where we come in.
The Team at Piteo Accounting & Advisory takes the stress away and can manage the time-consuming details of bookkeeping so you can focus on running your business and using your time to its greatest effect. We use cloud-based software so you can log n from anywhere, at any time, and get real-time access to your financial position.
Every business encounters challenge but is also presented with opportunities. The team at Piteo Accounting & Advisory has the experience and technical skills that will provide you with the knowledge and advice to meet the challenges and take advantage of the opportunities.
- Have an idea that requires analysis and the establishment of a specific structure.
- Be looking to expand by acquiring an under-performing business with good assets and or market contacts.
- Have a fantastic business, but for personal reasons you can no longer devote the time and effort required and wish to either redesign the business with a new management structure or sell your business.
- Be in a position to expand your business but are concerned about financing and cash-flow effects.
Business advisory is what we do! And so, we know and understand the difficulties that businesses can face without suitable guidance. It is imperative that any business spends time analysing and implementing well thought out strategies to achieve their goals.
Our business advisory services include:
- Taxation Planning & Strategising
- Cash Flow Forecasting
- Industry Benchmarking
- Business Performance Reviews
- Process Automation
- Budgeting & goal tracking
- Profitability consulting
- Tax Structuring
- Management Reporting
- Business & Shareholder Agreements
- Review of financing structures
- Asset Protection Strategies
- Business Succession Planning
- Estate Planning
- Specific Taxation Advice
Self Managed Super Funds (SMSF)
A Self-Managed Superannuation Fund (SMSF) provides you with a tax advantageous vehicle to help build your wealth through superannuation whilst retaining control of asset selection. The ability to control asset selection along with certain superannuation laws means that you have the flexibility to participate in strategies such as having your SMSF own the commercial property from which your business operates. The rules surrounding SMSF’s are technical, specific and as it is a highly regulated area and is therefore paramount that you receive advice from competent professionals.
Knowledge and strategy is key when it comes to your SMSF, and this is why we are aligned with some of Adelaide best Financial Strategists and Taxation & Commercial Lawyers. Along with them, we can offer you a complete service for your Self-Managed Super Fund requirements.
Our combined services include:
- Preparation of Financial Statements & Regulatory Returns
- Establishment of new SMSF’s
- Preparation of all fund documentation
- The role of an SMSF in Estate Planning
- Tax minimisation Strategies
- Conversion of funds from Accumulation to Pension Phase
- Contribution advice, and much more
Accountants for Industry Sectors
Every industry is diverse and has its own specific requirements. Piteo Accounting & Advisory have developed an excellent reputation in numerous industries, with a wide and diverse client base.
Although industries are quite diverse, running a business in all industries requires accounting, marketing, employee and risk management, structure analysis and business review to succeed. Piteo Accounting & Advisory will analyse, guide and help you navigate through this process, so you give yourself the best opportunity to run a successful business from start-up and throughout the entire business lifecycles.
Some of the industries in which we work are:
- Health Care
- Accommodation & Food Services
- Wholesale Trade
- Retail Trade
- Transport & Logistics
- Rental, Hiring & Real Estate Services
- Personal Services
- Professional Services
- Scientific Services
Our valued clients in these industries and professions have entrusted their livelihoods to Piteo Accounting & Advisory. By understanding their requirements and utilising our genuine holistic approach we have been able to tailor our services to suit them and help them achieve their successes. But don’t take our word for it, read their testimonials below.
Hear what our clients and partners have to say
At Resolve Divorce, we are on a mission to help separated people achieve better divorce outcomes. We aim to use our influence to create a positive social change and reduce the negative impact of divorce on the overall community. With a focus on family values, Marco and the team at Piteo Accounting & Advisory share in my vision, and have been instrumental in my firm’s establishment and growth over the past 5 years. From business operations, cash forecasting, strategic advice and beyond; nothing is ever ‘too hard’. Their holistic and transparent approach empowers me to make better decisions and has supported the continued growth of my business. I would not hesitate to recommend Marco and his team to any SME looking to take their business to new heights.
I’ve had the good fortune to be a colleague and friend of Marco Piteo for approx. twenty years and over this time, I’ve watched him grow into the values-driven person he is today. The firm Marco has built has foundations of integrity and professionalism. But what sets them apart is the people they employ. Marco is always ‘on the hunt’ for people with excellent professional and personal skills.
I am personally inspired by helping people to find dignity in retirement. Part of this is showing them how to get rich - slowly - and to stay rich. A significant part of the strategy to achieve financial independence after a working life has concluded is having excellent accounting. I’ve never been let down by Marco Piteo. Observant readers of this testimony will realise my business, Marinis Financial Group, shares a building with Marco and his team. I would not have made the choice to relocate unless I had trust in him and a deep respect for Marco as a person. As they say, actions are more profound than words!