FAQs

Your FAQs. Answered.

Here are answers to the common questions we get asked by customers.

If you don’t find what you’re looking for, below, contact us directly today – we’re always happy to chat.

At Fortis, we’re a full-service Accounting and Financial Services firm, working with individuals, investors and families, as well as organisations of any size. We offer you the whole suite of accounting and financial services you need to be both compliant and successful

But most importantly, we’re reliable, professional and human in our approach.
Our team always have your best interests at heart because we genuinely care – you’ll experience this when you work with us.

To support your financial welfare, the team at Fortis Accounting Partners provide the accounting, tax, advisory, GST and corporate secretarial services you need. 

We also provide services for Self-Managed Superannuation Funds (SMSFs) and liaise directly with auditors to ensure fund compliance.

In addition to year-end tax, accounts and quarterly BAS, we also set up companies, trusts and SMSFs, assist with finding loans, bookkeeping, payroll, structuring advice and many other accountant services.

Our goal is to be your reliable accounting partners – personalised, professional and human. We don’t just ‘do your numbers’. We show you their potential to take control without treating you like one.

We understand that, while the numbers and finances can be dry or complicated, they’re also very important to ensure you’re making well-informed decisions – both today and in the future. That’s why we tailor our support to your individual circumstances and personalise our service.

Whether you’re working in a large company, starting a business or looking at investment options, Fortis are your Accounting Partners.

Our goal is to be your reliable accounting partners – personalised, professional and human. We don’t just ‘do your numbers’. We show you their potential to take control without treating you like one.

We understand that, while the numbers and finances can be dry or complicated, they’re also very important to ensure you’re making well-informed decisions – both today and in the future. That’s why we tailor our support to your individual circumstances and personalise our service.

Whether you’re working in a large company, starting a business or looking at investment options, Fortis are your Accounting Partners.

Yes, definitely. At Fortis, we are fully registered tax agents.

Furthermore, we are a Chartered Accounting firm that consistently adheres to the strict rules of Chartered Accountants Australia and New Zealand. On top of that, we are also fully insured and have professional indemnity insurance.

You can always trust that we embody the highest standards of professional excellence to provide you with quality service you would expect from your accountant.

Yes, we can come to you. If you are unable to come to our office, we can meet with you at your business. Whether you want us to pick up documents or assist you with a business meeting, know that we are ready and present to help.

At Fortis Accounting Partners, we truly are your reliable accounting partners (we don’t just say that).

The short answer is all of them. 

Our specialisation is applying years of financial experience and a wealth of accounting expertise to each client. Our mission is to provide accounting and taxation solutions to every business and sector that wants the support of a reliable accounting firm.

Right now, we have clients from retail, medical, consulting, building, manufacturing, marketing and from many other industries as well. Everyone is welcome and everyone is happy with our level of service.

Great question!

At Fortis Accounting Partners, we offer an accounting that’s personalised, professional and human. While accountants may all seem the same, no one takes our friendly approach and genuine care.

We take the time to listen to your circumstances, consider your best options and then educate you so you can make well-informed decisions with our guidance.

Our focus is on delivering prompt solutions tailored to your own needs. We collaborate with you throughout the entire process to ensure your numbers will be accurate, relevant and capable of delivering the best results.

As always, you can rely on us to take care of your finances to secure your stability and future wealth.

Definitely! It doesn’t matter whether you use XERO, MYOB, Quickbooks or any other accounting software – we can make everything work and work well. 

Our staff can extract your data or work with your software. Also, if you would like to change your accounting software or explore your options, we provide expert advice and help you implement necessary changes. We can also train your team on accounting software.

Yes, we do this all the time. In fact, most of our clients have a personal bookkeeper to manage their data records and bookkeeping. 

When the time comes to do the BAS, year-end accounts and tax return or any other matter, we can efficiently liaise with whoever necessary to ensure your matters are well-actioned without any fuss.

Each client is unique and has very different needs. Because our solutions are truly tailored according to your specific requirements, we price our accounting services to you.

To give you an idea, Fortis Accounting Partners offers a complimentary initial meeting. 

From this discovery session, we can determine what level of services you require and the rates that would apply to you. Speak to us today to discuss our cost and we can prepare a comprehensive quote for you.

Certainly! To assist you with cash-flow, we can offer clients who require ongoing services to be charged either monthly or quarterly. We will discuss this upfront with you when we have our initial meeting. This way, you can choose what suits you best.

Just always remember – with Fortis Accounting Partners, you’ll have a team of professionals who have your best interests at heart.

Speak to us to discuss your needs or to ask us any questions you may have – we’re only a call or an email away. Call us or use the form below.

Free Consultation.

For a free 15 minute consultation – Speak to an accountant today to see how we can help you.

Online Enquiry

Do you want to get in touch now?

Please call us on (02)9267 0108 or simply leave a message below for one of our accountants to call you back.

Reshika Kumar

Administration Officer

With her kind, caring and approachable nature, Reshika never fails to provide a positive, welcoming experience for our clients, assisting them as they walk in our door or call our office. She understands the power of customer service and is always willing to lend a hand.

With her fun and relaxed personality, Reshika is incredibly creative, especially when it comes to finding solutions for evolving challenges, from financial matters to marketing requirements and beyond. Holding a Masters of Business Administration with a major in Marketing and significant experience in the banking industry, Reshika has a unique combination of skills which makes her a real asset to Fortis.

Reshika is motivated to reach new heights, take risks and develop her career by working alongside Bernadette, our Client Administration Manager, and having the opportunity to learn new things such as new platforms and procedures.

Reshika is passionate about fitness and does not miss an opportunity to take advantage of the gym. Despite Reshika’s relaxed personality it all goes out the door when card or board games are involved!