Caveo Partners

Caveo Partners is an accounting firm based in Adelaide, formed in 2014, with over 30 years of experience. It won the award for the best mid-sized accounting firm in Australia in June 2022. The firm merged with VCA Accountants in July 2016, Pro-AMS Services in June 2019, InterAcct Business Consulting in July 2022, and Hunter Financial Services in December 2023. Caveo Partners Legal was formed in February 2017 and focuses on Wills and Estate Planning.

The firm provides business advisory, accounting, tax, financial planning, finance, and legal advice, and specialises in detailed three-way forecasting. It offers a free business health check. Caveo Partners has an office in Port Lincoln and a team of qualified advice professionals including Certified Practicing Accountants.

Guidance through the purchase of a first property emerges as the strongest thread running through the feedback for this Adelaide practice. Richard O'Grady is singled out by name time and again, with clients crediting his patient approach and his habit of explaining each stage in plain language rather than simply instructing them what to do. Leah also draws regular praise, and the broader team is described as approachable and professional. An aspect raised across a number of reviews is the pace and clarity of communication, with enquiries answered promptly and complex matters broken down into terms that are easy to follow.

More than one review highlights the thoroughness applied to securing finance, whether for an initial home or for a renovation, and the proactive manner in which the team pursued a strong result on the client's behalf. Efficiency in preparing and finalising paperwork is another recurring observation, and clients note that no request seemed too much trouble. Accounts of feeling informed, encouraged and confident from beginning to end appear frequently, with the expertise and openness shown throughout leaving customers assured. Knowledgeable, friendly and genuinely invested service is the impression that lingers.