We understand that running a real estate agency or managing your clients’ properties is a challenging job. Engaging an accountant who understands the real estate industry allows you to focus on your core business without having to worry about your industry’s complex financial requirements and obligations.
Wilson Pateras is a full-service accounting firm in Melbourne. Specialised in the real estate industry, we are on top of tax complexities and the compliance laws in addition to the day-to-day real estate accounting requirements. Wilson Pateras uses different financial techniques to minimise tax and increase financial returns for real estate agents. We ensure that your agency complies with all the regulations and also actively provide you with advice on how your business can perform better.
Here’s what one of our real estate agent clients say about Wilson Pateras.
"In terms of running the number side of things, the whys and the wheres and the hows — definitely the accountant side, that’s where Wilson Pateras are invaluable. You have a lot of money coming in but if you are not balancing it, then all of a sudden your tax debt can catch up with you really quickly and you can have a mini heart attack when you turn around and realise that."
Working with a full service accounting firm has its benefits. Our accountants, bookkeepers and financial advisors can help you with all of your business and personal financials. You will get a tailored package that can include all general accounting and bookkeeping services as well as industry-specific requirements. Services include:
Our ‘all-in’, knowledge-sharing approach means that Wilson Pateras’ accountants, bookkeepers and financial advisors work together to deliver the results you seek to achieve.
Never suffer accounting bill shock with Wilson Pateras’ fixed monthly fee structure. Budget with ease and manage your cash flow, whether you engage our talented team for ongoing advice and support or one-off tasks quoted upfront.
Accountable and accessible, Wilson Pateras advisors and strategists are located in our convenient Melbourne office in Richmond.
Contact your Wilson Pateras accountant or advisor whenever you require support – all at no extra cost.
Wilson Pateras tailor solutions to your unique circumstances, goals and budget – ensuring you pay only for the services you need.
We appreciate that your circumstances may change and we are here to help you when you are dealing with:
Director
Principal
Senior Financial Advisor
Bookkeeper
As a XERO Platinum Partner, we will simplify the way you handle your financials. Xero reduces office admin and improves efficiencies. Benefits include:
Are you a real estate professional looking for an accountant or bookkeeper? Fill in the form to claim your complimentary consultation.
40 River Boulevard
Richmond
VIC 3121
Phone: (03) 8419 9800
Fax: (03) 8419 9888
Discover over 50 tax deductible items you can claim in your next tax refund. Simply fill in your details and we will send this checklist to your inbox
© 2020 – Wilson Pateras
This content has been prepared by Wilson Pateras to further our commitment to proactive services and advice for our clients, by providing current information and events. Any advice is of a general nature only and does not take into account your personal objectives or financial situation. Before making any decision, you should consider your particular circumstances and whether the information is suitable to your needs including by seeking professional advice. You should also read any relevant disclosure documents. Whilst every effort has been made to verify the accuracy of this information, Wilson Pateras, its officers, employees and agents disclaim all liability, to the extent permissible by law, for any error, inaccuracy in, or omission from, the information contained above including any loss or damage suffered by any person directly or indirectly through relying on this information. Liability limited by a scheme approved under Professional Standards Legislation, other than for the acts or omissions of financial services licensees.
Director
The world of business brings with it many unique opportunities and challenges. The success and rewards enjoyed are achieved through the continual striving to improve upon the hard work of yesterday, to build a better and brighter future for tomorrow.
My journey commenced 18 years ago at an international accounting firm, KPMG, where I established the foundations of my business career. My passion for helping businesses has seen me consult to over 1,000 businesses, with having established over 100 new businesses and helped over 300 business owners either sell or retire.
I have developed a unique insight into what makes certain businesses great. Over and over, great businesses consistently show the principles of success that determine their greatness that is, Purposes, Focus, and Resilience. I have a passion to show business owners how they can achieve their own stated greatness drawing on extensive experience working with leading small business.
Senior Financial Advisor
I am a seasoned financial advisor assisting a select group of individuals and families to build, manage, protect and transition wealth.
My role as an advisor is to maximise the probability of my clients achieving their financial objectives. I provide specialist advice in the following areas:
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Bookkeeper