Why our clients recommend us!
Jamie and Jasmina
Tableside Creatives
“Hey there, I’m Jamie, and this is Jasmina. We’re the co-founders of Tableside Creatives, a digital marketing agency here in Melbourne, Australia, servicing the hospitality industry. We work with venues and brands across the industry, from restaurants to bars and wineries, to help these small to medium-sized businesses really grow and succeed within the digital space.
We decided to partner with Success Accounting Group after our initial meeting with Lan, where she shared some invaluable advice on setting up our business for tax savings and long-term growth. We’ve been working with Lan and the Success Accounting Group for two years now on their growth package and they’ve been helping us with our bookkeeping, our BAS, our payroll and all of our accounting needs, and we’ve been super happy with the results.
We highly recommend them to anyone. One of the most remarkable things about working with the Success Accounting Group team has been their tax planning sessions. We do realize each year that year and year we’re seeing tens of thousands of dollars of tax saved annually.”
Brady Hancock
Director of Rebrands & Bullion Media
1300 556 922
“I was launching my third start up business and required assistance with structure setup and strategic tax planning for the future. Furthermore, I was now ready to dive deeper into building my wealth through property investment.
When I heard of Lan’s personal success in property investment and her knowledge and skill set in tax, I knew I was going to engage with someone who doesn’t just preach but walks the talk and continues to be successful.
Lan offered great business structure and tax planning solutions in a timely manner. However, I also valued her enthusiasm for my own success and her strategic thinking and planning skills.
My ongoing relationship with Lan has been educational. While working with her, I gained insights about my business and I continue to grow in knowledge to make the most of opportunities.
I have recommended her services to two businesses owners because I believe in her and I am confident that she can too assist them in obtaining financial freedom.”
Franchises:
Michael Choi
Director of McDonald Real Estate, Aspendale Gardens
0431 063 855
“I’ve known and worked with Success Accounting group for over 5 years, every year.
They started with my personal tax and I found Lan and her team of professional and knowledgeable about the Real Estate industry and in particular has expertise in the franchisee space that I could leverage from. She is also passionate about our success. So when I wanted to buy a franchised Real Estate agency, I sought advice from Lan to help us start up my business.
They are different from other accountants I’ve used in the past as Lan gives specialised advice for my Real Estate Agency business. For example, she provided solid business start up advice and assistance with the establishment of our business structure. We also meet regularly to discuss ways to grow my business and benchmark our business performance with others in the real estate industry. Lan is a forward thinker when it comes to tax strategy and works closely with the business and my individual situation to maximise opportunities for me in building my business and personal wealth. We also plan for the future so it’s more of a proactive accounting.
Her team and Lan come highly recommended from me”.
Annie Nguyen
Director of Victoria Gardens Shnitz
0401 442 535
“Lan has helped Victoria Gardens Shnitz set up a more effective and efficient payment system over the past 12 months, proven invaluable, directly impacting on the day-to-day operations of the business. I needed the help of an accountant who was knowledgeable and well experienced with in the cloud solutions, such as XERO accounting sotfware and that could offer a start-up franchisee with sound business structure advice in a non-technical way. Lan met all my requirements and the results have been exceptional; with the new system, I am now better equipped at interpreting financial data, understanding figures and costs and has freed up my time so I can focus on running the business and not have to worry about the little things.
Lan came highly recommended and was quick too at earning my trust; she demonstrated a high level of commitment to her work. As a busy person, I appreciated the fact that I contact Lan and have my issues resolved quickly. She is proactive, direct and is impeccable at following through”.
Stephen Canning
Mortgage Choice Franchisee Owner
0413 539 600
“When it came to acquiring the services of an accountant, I wanted to engage an accountant that specialised in franchisee businesses and receive more value for my dollars. So when I first met Lan at a BNI networking event, I was impressed by the way she presented herself, coming across as a proactive accountant who will be more hands-on and could help me grow my business as well as save my tax. Initially, she worked on my business tax return and I was happy with both her promptness and the time it took to complete the work. Service relationships can be difficult to judge and although we are in the early stages I feel that Lan really does care about my business.
I feel confident in that my working relationship with Success Accounting Group will be ongoing. I have come to value Lan’s directness and level of engagement and I look forward to tapping into Lan’s wealth of knowledge and benefit from her trustworthy advice.
I have recommended Success Accounting Group to other investors and franchisees and business owners a like seeking more value for money and trustworthy financial advice.”
Entrepreneurs:
Chris Sandford
Director of Action Video Pty Ltd
0424 992 485
“Working with Success Accounting Group has been a joy! I met the group’s director Lan at a business event and I was immediately taken by her professionalism and expertise from both an accounting side and property investment.
Lan and the team at Success Accounting Group are very approachable. I love how open Lan is. At our first meeting, we sat down and had an extensive conversation, she did not confused the matter but rather took time to clarify and properly explain in down-to-earth terms how I could structure my new business correctly for future growth. I truly feel Success Accounting Group shared their wealth of knowledge in various areas to help guide and secure my businesses future.
I needed as much help and guidance as possible, and I could see the potential with Lan and her team. I can clearly see the benefits of having my business structured correctly and having accounting systems in place to make life much easier.
Success Accounting Group knows business, and what makes small businesses thrive. I see them as an important business partner to helping me achieve my business and personal financial goals. They offered advice above and beyond their call of duty and have a passion to see me grow.
Lan demonstrated this passion by firstly helping my wife and I organize our assets and investments and secondly helped us begin our journey with property investing. Success Accounting Group has offered much more than the standard tax return. I will certainly be recommending Lan and her team to my friends, family and colleagues who fit within the group’s target market because I now have peace of my knowing that I am being looked after by a firm who has my best interest in mind.”
Luke Farrar
Director of LF Sign Group
www.lfsigns.com.au
“What influenced my decision to working with Lan was her level of professionalism, I felt confident I would receive the right advice and thus decided to engage with Success Accounting to assist with both my business and personal financial needs with a primary focus on growth.
Thus far, the results have been effective. I appreciate Lan’s directness and honesty and although we are in the early stages of our growth plan, I look forward to building a trusting ongoing relationship with Lan as we work together towards reaching my goals”.
Darren Ivankovic
Director of Karten Tiling
0414 578 800
“I was in a situation where I was several years behind on my tax returns as a result of my reactive previous accountant.
I was recommended to Success Accounting Group from someone I trusted. Lan first sorted my overdue business tax returns and then helped me restructure my business to a more effective tax saving structure. They proved to be more than my average accountant, as they have inspired and helped me to grow my business as well as assisting me in property investing and finance.
From day one, Lan has been proactive in helping me solve my tax and financial problems and made sure I capitalise on opportunities as the present themselves. In the past 24 months since working with Lan and her team I can say my overall experience has been fantastic.
I have offered them three recommendations to other tradies because they are prompt at everything that is required, are easily contactable and are very helpful when I make enquiries. Thanks to Success Accounting Group, I am now up to date and have a better picture of where I am at and where I am heading. I believe this is a firm that is going places because they are highly motivated and genuinely care about offering the right service and advice to their clients.”
Brian Chapman
Director of Family Image
02 9629 8886
“At last conference I met Lan Nguyen from Success Accounting group. I was looking for a way to reduce my accounting and bookkeeping fees and also get some better proactive service. It seems Lan was the one I needed so I decided to take a risk and change that week. My old accountant was charging me $6352 p.a. The same service by Success Accounting is $4620. Saving = $1732! Lan was eager to look at our expenses overall and see where she can save us money, minimise tax and put more profit in my pocket.
We have a substantial mortgage and the first thing Lan did was to ask what rate we were paying. 5.56%. I think we can do better than that she says! Let me get someone to contact you. Pretty soon I had a rep offering us 4.7%. I also needed additional finance to build our new studio, so they said they would pay for the valuation (my current bank charged me $880 for the valuation!) and give a $700 cashback to cover any changeover costs. I have just got word that the valuation was all good for the amount we needed and they have approved the loan.
That difference in interest on the original loan amount is a saving of about $8000 a year!! So I am up $9732.
We are also about to lease a car. Again she had someone call me who offered a way better rate for the lease payments. Another saving of around $1000 p.a.
I love good proactive customer service and I have to say that so far Im pretty impressed and also excited about what is to come.”
George Leonidas
Principal of Leonidas Lawyers
03 9580 7007
“As the name denotes it promotes SUCCESS”.
Their prime focus, as should be the focus of all professional service providers, is to achieve success for their clients.
We have a number of mutual clients, where accounting advice is provided by Success Accounting and legal advice is provided by Leonidas Lawyers.
We have found Success Accounting provide effective and constructive tax advice, due to their in depth knowledge of tax laws and the fact they take the time to get a proper understanding of their client’s background and needs, whether the client operates a large business or is an employee.
Success Accounting provide prompt, effective and timely advice which can only lead to success for the client.”
Medical Professionals
Kevin Lee
Director of Flash Imaging Services Pty Ltd
0401 565 689
“The first work we did together was on an individual tax return but when I had the opportunity to start my own business, I did not hesitate to seek Lan for business start-up advice. She was a valuable asset to me when it came to setting up and structuring the businesses. Although the business is based in Queensland I continued to work with Lan because her solutions have been effective.
From day one, Lan proved to also be well equipped and knowledgeable on property investment and steered me in the right direction towards growing my personal wealth. The results have been very good! She is honest and direct and was very quick at learning my entire requirements and meeting my needs. The level of customer service she has offered me over the years has earned her my trust and loyalty, she knows my business and I have never felt the need to change”.
Property Investors:
Lip Teh & Weng Woo
Property Investor
“Lan has assisted me with creating a plan of action to enter into the property investment market for the past 3 months. In that time I have gone from knowing little about property investment to now having a strong strategy that will allow my husband and I to grow our wealth. This has included on asset protection and what name I should hold the investment property for maximum tax effectiveness. Her advice was explained in simple terms, easy to understand.
Over time I have built a special relationship with Lan where I know all my questions will be answered thoroughly and promptly, unlike previous experiences where I found my questions would not be directly addresses and there was little opportunity for discussion. I now feel confident knowing that I am well set up to growing my portfolio in the property investment market and progressing towards achieving my financial goals for a secure future.”
Rina Gami
Property Investor
I had been thinking about investing for some time and wanted information and advice about my options, so I decided to contact Success Account Group after they were referred to me.
They assisted with tax return and offered advice and information on investment opportunities that I could pursue. During my consultation, I could see Lan is a very intuitive individual who is highly knowledgeable about investing.
I have yet to dip my toes into any investments but I am in a much better position to get started and reach my goals.
It is important to find someone who can give you honest advice and I think I found what I was looking for at Success Accounting Group, great advice worth paying for.
Success and Wealth
Success Accounting Group Pty Ltd
Oakleigh, VIC, 3166
