Bottrell Accountants, Financial Planners & Tax Agents (Newcastle Office)

Bottrell Accountants, Financial Planners & Tax Agents is a firm with offices in Newcastle and Maitland, New South Wales. Also known as Bottrell Business Consultants, the firm provides business advisory, business accounting, financial planning, tax advisory, and media services. Its team includes Chartered Accountants, Financial Advisors, Wealth Managers, Risk Management and Insurance Advisors, Self-Managed Super Fund (SMSF) Specialists, and Business Tax Specialists. The firm offers accounting services using cloud accounting solutions and provides bookkeeping services. It provides taxation services including tax planning and preparation, as well as budgets and forecasting services and payroll processing services.

Financial planning advice is available, along with superannuation services including accounting, administration, and taxation. Business accounting services include strategic advice on financial management, investment decisions, and mergers/acquisitions. The firm prepares and lodges personal taxation returns for individuals, couples, and families, and is a registered tax agent. It provides business taxation returns for small to medium business owners, BAS preparation and lodgement services, and SMSF accounting, tax, bookkeeping, audit, and administration services. Business coaching and mentoring services are also offered. The firm's Newcastle accountants are available for meetings via face-to-face, Zoom/Teams, onsite, or offsite.

Practical support with tax strategy, accounting and business planning is a recurring theme for small business owners who rely on this Newcastle firm. A theme running through the feedback is the way goals are explored before advice is given, with recommendations described as clear, actionable and useful for improving how a business performs, including through difficult trading periods such as the pandemic and natural disasters. Reviews regularly refer to feeling that the practice works alongside them rather than at arm's length, answering questions before and after engagements and responding promptly when matters need attention.

Gavin and Rebecca are singled out for their knowledge, approachability and eye for detail, while reception staff are called amicable and welcoming. Thoroughness with accounts and financial reviews is noted, along with the ability to explain complicated matters in plain language. Long-standing clients credit the team with helping sustain growth over many years, and newer ones say the guidance has set their family finances on a firmer footing. Praise also covers assistance with reimbursements and conversations about short and longer term objectives, with customers keen to put the resulting plans into action.