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Having the right trading structure is so important to your success map. It’s the foundation stone of tax, asset protection and wealth.
See what some of our awesome clients think about Roberts & Cowling
I first interacted with Ben when I was in a partnership that was far from optimal. Ben was a sounding board for my exit and how to manage that effectively. Following that exit I went out on my own and now run a national medical distribution business. The support that I received from Roberts & Cowling was fantastic to the point where they are a considerable part to my business. Ben is the CFO and Roberts & Cowling are responsible for all sales, purchases and stock control. This role is vital and without the confidence in them I could not continue to aggressively grow my business.
I was meeting with Ben a few years ago as part of our annual review and asked him what
he thought was holding me back. He drew a structure diagram of different roles in a typical business and it was quickly apparent that the issue was that I was doing too many roles and was involved in far more detail than was required in a lot of areas in my business. It was then that I made Ben and R&C responsible for their roles and I was to have little involvement. As a result of not being involved in so much and the improvements that R&C has assisted me make, my net profit has increased 114%.
Roberts & Cowling is a key partner in my business, but they do far more than just the tax returns and bookkeeping. The business now utilises the following services:
– Monthly board meetings
– Cash flow projections
– Quarterly strategy days
Ben is a key part to my business in that he can help me analyse things to maximise my returns, he is such a valuable resource to my business that any supplier meeting in Australia or overseas he is requested to attend.
As part of my previous business we had the typical accountant that was seen once a year. I remember complaining about the $2,500 annual fee. In the last three years, I have spent in excess of $300,000 with R&C but this would have to be one of the best investments I have made.
Ben was willing to think outside the box and find a way to assist me acquire a commercial property within my superfund when I had previously been advised it wasn’t possible. Once it was settled he even went a step further and secured a tenant for me for the downstairs area of the office which was one of his other clients.
We deal with David Cowling from Roberts and Cowling. We were referred to him by a bookkeeper after we were struggling with our previous business accountant and needed to change to someone new – after we found a number of issues with how our business was set up.
Dave has helped us grow our business by 50% year on year since as well as set up a brand new business. Our business relies on networking and referrals and we refer all our employees, clients and acquaintances to Dave and his firm as we feel that he provides the best service.
We work at all hours and Dave is always available to answer any queries. He also assists us with his own network by referring us on to potential clients and candidates.
He is invaluable to our business and we highly recommend him as a firm of choice.
I have a trusted advisor that genuinely cares about me, my business and someone I can turn to when I need to.
Ben Roberts supports me as a business owner. He pushes me to learn more and to grow the business, but in a way I want it to grow, not just the way it should appear on paper. I trust Ben to provide me with advice and support that helps me make the business what I want it to be, but also pushing me that little but more as he has faith in what I am trying to achieve. I have referred a number of clients to R&C and have no hesitation in doing this again.
I’ve found David and his team to be very helpful and knowledgeable. His personable approach makes it easy for me to discuss any matters concerning my businesses and personal finance.
His support and advice has been invaluable in ensuring our businesses are structured efficiently and in compliance.
Having previously been disappointed by the services of 3 other firms, it is refreshing to at last being able to recommend an accounting firm to my friends.
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If you’re in the Brisbane area we are conveniently located near ‘The Gabba’ on Logan Rd with free on-site parking. Just get in touch and arrange a time to come in for a coffee and a chat about how we can help you build a better business for life