KW Grimes & Associates

KW Grimes & Associates is an accounting and financial planning practice in Castlemaine, Victoria. It began in 1988 with founder Ken Grimes preparing tax returns from home and now runs from its own office. Small businesses make up much of its client base.

What KW Grimes & Associates offers

• Accounting — financial statements and day-to-day bookkeeping matters, including BAS, GST and payroll.
• Tax — income tax returns and tax planning, along with audit-related support.
• Financial planning — superannuation strategies, investment planning and budgeting, with advice shaped around life stages such as retirement.
• Business advice — planning and development guidance for owners.

Who it works with

Small business owners are the main focus, alongside people building wealth or preparing for retirement. Each client is given a small support team: a client manager handles statements and returns, while a partner advises on tax planning and strategy.

Key facts

• Based in: Castlemaine, Victoria, Australia
• Founded: 1988
• Team: 5 staff
• Licensing: authorised representative of Count Financial Limited