FAQs
What is a Chartered Accountant?
A Chartered Accountant is a member of one of the most highly regarded professional associations. The term Chartered refers to a Royal Charter and there are Chartered Institutes in historic Commonwealth countries. Our founder, David McClelland, is a Fellow of the Institute of Chartered Accountants in Ireland, a Charter that predates even the equivalent in England and a peer body with the same exacting education and qualification standards as Chartered Accountants Australia and New Zealand.
Who are Hartley Financial?
Hartley Financial is a long established wealth management business, founded by David Hartley and based in NSW. The Group includes an accounting and tax business, and we work closely to provide a broader range of services including mortgage advisory and personal financial planning.
How can you save costs in my business?
When you get to a certain size you start to waste too much time on admin, or start to think about employing bookkeepers and without careful planning you can pay for a lot of time that is actually unnecessary. The great thing about Cloud based systems is that you no longer need a body on site, and many of the systems can be set up carefully to eliminate unnecessary tasks. We have real world experience in designing and implementing a mix of technologies according to what a particular business needs. We can support businesses up to a very significant scale at a fraction of the employment costs of traditional finance and administrative functions.
All Accountants give me the same information?
They are not all the same - and they do different jobs. We will help you design your reporting and dashboards so you get the insight you need for your business. We can build you a live dashboard, or schedule regular reports, or automate the processing of your cost invoices. Then we also take care of the compliance work like BAS returns and accounts for tax.
What is a Tax Agent?
Tax services in Australia are regulated by the Tax Practitioners Board ('TPB'). Tax Agents are required to complete specified qualifications and are monitored by the TPB. Disclosure of facts to the ATO remains the responsibility of the taxpayer and the Tax Agent can guide you as to the records that you need to keep to support income and costs reported to ATO. A Tax Agent will also ensure that you are compliant with changing legislation and practice as it happens.
What is Financial Planning?
We get so busy in a job, or running a business, and we focus on making a certain salary or profit for the year. That can work out fine, but sometimes it isn't enough. Financial planning, or wealth management, can help you to make that income work more efficiently for you or help you to invest in property or Super. It also helps you to plan for risk - what if you get injured and can't do the things you do now? or your personal life changes and you need to move? Our financial planners are a core service of Hartley Financial and they can work with you to create a plan around your specific personal and family circumstance.
Why Numbat Accountants?
Chartered Accountant expertise built on years of experience in the services you need from us, accounting, taxation, funding, banking, technology and forecasts. We are committed to the highest service levels and we believe we have brought together a blend of knowledge that benefits you.