Services

/Services

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.

Australian Professionals For:

Business Development

Cloud Integrations & Consultancy

Complete Accounting & Bookkeeping

Financial Planning

Mortgage Broking

Self Managed Super Funds

accounting

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.

accounting
accounting

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.

accounting

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

accounting
accounting

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

accounting

Contact Us Now For Your Solutions