Herries Davidson & Co

Southern New South Wales has a long-standing accounting practice in Herries Davidson & Co, a firm of chartered accountants with an office in each of Goulburn and Braidwood. Since 1953 it has looked after clients on the Southern Tablelands, and it claims to be the oldest chartered accountancy practice in both towns, and says its clients extend over eastern Australia.

Six areas of support

The firm sorts its work into six areas that one team handles together: accounting and tax, business finance and management, company administration, superannuation, bookkeeping with payroll, and software and systems for accounting. A client can come for a single requirement, such as a return, or for support across several parts of a business. The services are structured to deal with regular obligations while keeping clients ready for bigger financial decisions.

Farms, businesses and individuals

Three groups of clients are named. For primary producers, the firm ties record keeping, tax planning, reporting and succession choices to the day-to-day realities of farming and regional operations. Businesses, companies and self-managed super funds are helped to work from up-to-date figures when they meet obligations, look ahead, put together finance applications and decide. For individuals, the work includes income tax returns, advice on capital gains tax with the sums behind it, land tax and other personal tax questions.

Tax planning in detail

The firm says it covers all areas of tax planning. That includes the purchase and sale of businesses, real estate and other assets, and the creation of business structures suited to the needs of each client. It also works on succession planning and financial advice, and it lists payroll among the services it can run for a client.

Business management as a strength

One of the firm's strengths, in its own words, is working with clients on the management and development of their business. Its motto, that a client's success is its success, goes with a personalised approach, individual attention and a genuine interest in how clients are doing.

Staying current

The firm holds membership of the Institute of Chartered Accountants, and of the National Tax and Accountants' Association, which it says keeps it up to date with changes in the Australian tax system. Staff regularly attend seminars to build their knowledge of accounting and taxation.

Two offices, one team

Clients can use whichever of the Goulburn or Braidwood offices is most convenient, or send an enquiry through the online form, which is directed to the right person. The firm points to long-term relationships with clients as evidence of the quality of its service, and says it provides tax and accounting solutions to businesses in the Goulburn region and across Australia.

Herries Davidson & Co is a chartered accounting practice with offices in Goulburn and Braidwood. It has served the Southern Tablelands since 1953, and it describes itself as the longest-established chartered accountancy in both towns, with clients across the wider eastern part of Australia.

Products and services

• Accounting and taxation: tax returns, capital gains tax calculations, land tax and tax planning for buying or selling businesses, property and other assets.
• Business advice and finance: performance reviews, finance applications, business structures and succession planning.
• Corporate administration: company secretarial and compliance work.
• Superannuation: help with super obligations, including self-managed super funds.
• Bookkeeping and payroll: day-to-day records and staff pay.
• Accounting software and systems: support with the tools and business systems clients use.

Who it works with

The firm acts for primary producers, businesses and companies, SMSFs and individuals, with particular attention to farming and regional operations.

Key facts

• Based in: Goulburn and Braidwood
• Founded: 1953
• Partners: Shawn Quinton CA and Graeme Williams CA
• Qualification: Chartered Accountants