Coastal View Financial Services is a one-stop shop and we offer a broad range of accounting and business management services for private individuals as well as small and medium sized businesses, and we are efficient and trustworthy, employing set out accounting standards in all our operations.
Services
Australian Professionals For:
Business Development
Cloud Integrations & Consultancy
Complete Accounting & Bookkeeping
Financial Planning
Mortgage Broking
Self Managed Super Funds
Accounting
Our Team can handle all your Accounting Needs. We start by asking a lot of questions about your business so we can set up a system that is right for you. We make sure you have the right structure for Tax & Asset Protection. We then help you setup a system to meet your needs and help you grow your business while meeting all your compliance obligations.
With Coastal View handling your Accounting and bookkeeping requirements you can concentrate on running your business efficiently and profitably.
Bookkeeping Solutions
We are cloud accounting specialists for all your Accounting and Bookkeeping needs. With our GOLD partner status with XERO we certainly have our heads in the cloud and can streamline your bookkeeping to be fast and cost efficient.
Like our other services, we offer bookkeeping packages on a monthly fixed-fee basis that are customised to match your needs and your budget. We can get everything set up for you in XERO plus any add-ons that will help streamline your business’s bookkeeping. You can get fully trained up knowing you’ll always have our support at hand when you need it or we can continue doing everything.
Business Development
Our business development services cover preparation and clarification of management, financial, and marketing plans for businesses especially start-ups, also helping with the identification and analysis of factors to aid in successfully driving your company towards profit. Our consultation services extend to:
Tax Planning
Budgeting & Cash-flow
Start up
Business Structuring
Succession Planning
Growth Strategies
Cloud Accounting
Cloud Consultancy & Integration
Operating as cloud accounting specialists we have embraced technology and run our practice fully in the cloud. for all your Accounting needs streamline bookkeeping to be fast and cost efficient, assisting businesses to focus on their revenue streams and enhance operations. As a certified cloud based accounting practice we can do the same for you and bring your business up to speed.
By embracing the cloud you will speed up your processes and improve efficiencies. It’s cheaper, simpler yet more insightful and more productive.
Financial Planning
After searching for a suitable Partner for 4 Years I am happy to announce we have recently Partnered with Shane Case and Fitzpatricks Private Wealth, to other a Compressive Planning Service.
Shane has owned and run his own Financial Planning Business for over 20 Years. He has been in the Financial services industry since 1991 providing advice in a broad range of areas including
Insurance advice for individuals and business owners
Retirement Planning and Pensions
Superannuation
Tax Effective Wealth Strategies
Wealth Creation
Investment and Portfolio Construction
Strategic Financial Advice
Key Person Insurance Strategies
Asset Protection
Estate Planning
Link to Shane’s Website https://fitz.com.au/adviser/shane-case/
Mortgage Broking
Innovative Finance Solutions for Your Clients
We have Established a Partnership with Finance House Group an award-winning Australian finance brokerage, we have a Dedicated Broker in Annie Tso.
Finance House Group are an award-winning Australian finance brokerage, here to service the financial needs of Australians at every stage of life. They’ve helped thousands of people to achieve their financial goals. here to service the financial needs of Australians at every stage of life.
Services Provided
Residential & Property Investment Loan
Commercial Lending
Motor Vehicle & Equipment Finance
Self Managed Super Funds
Set up
Accounting & Taxation Compliance
Auditing
Tax
With over 25 Years experience in providing Taxation advice we take the stress out of keeping you compliant. With update Tax Knowledge we provide a full range of Tax Planning and preparation aimed at Tax Minimisation.
Individual Tax Returns
Partnerships
Companies & Trusts
Self Managed Superannuation Funds
Tax Structuring
Tax Advice
MORE THAN JUST ACCOUNTANTS & BUSINESS CONSULTANTS
Coastal View Financial Services is a highly reputable and globally respected Accounting and Business Services Company, located in Cowes on Phillip Island.