HOW WE WORK WITH YOU

WE’LL HELP YOUR BUSINESS TO ACHIEVE ITS POTENTIAL AND CREATE EVERLASTING BENEFITS FOR YOU AND YOUR FAMILY

THE BEST ADVICE
THE BEST ADVICE

Good advice is the backbone of any business. With your best interests at heart, we deliver timely and appropriate advice to ensure that you reach the business outcomes you want.

THE RIGHT CONNECTIONS
THE RIGHT CONNECTIONS

When we look after your business, you don't just get the benefit of OUR strategic thinking, but you'll have access to our panel of investment specialists, lending and legal professionals.

GREAT GUIDANCE
GREAT GUIDANCE

Let's face it - running a business can be demanding. We'll give you guidance to help you to understand and resolve the challenges that come your way.

UP-TO-DATE METHODS
UP-TO-DATE METHODS

As Xero geniuses we give you a better understanding of where your money goes, together with systems to monitor your finances, and strategies to improve your overall business success.

TOP 10 QUESTIONS OUR CLIENTS OFTEN ASK US

  • 1
    Where should I hold my assets to keep them safe?
  • 2
    How much money do I need to invest for my future without impacting my current lifestyle choices?
  • 3
    If I borrow to invest how do I use debt to make me better off?
  • 4
    What is the best way to structure my estate so my assets go to the right people?
  • 5
    Can I do a property development using money from my super fund?
  • 6
    How to buy property and invest with super?
  • 7
    Am I structured the right way to maximise my returns from the business and my investments?
  • 8
    How much tax am I up for this year?
  • 9
    How has my business performed from this year compared to last year?
  • 10
    How much can I take out of my business and still keep afloat?

GROW YOUR BUSINESS WITH FBZ ACCOUNTING

Contact us for your initial appointment today.
CONTACT

ABOUT US

WE HELP YOU
BUILD LONG
TERM WEALTH
IN RIGHT
STRUCTURE
AND LOOK AT
WAYS TO FUND
YOUR LIFESTYLE.

We are a family business that is passionate
about helping you reach your ideal financial
goals and lifestyle.

We understand the importance of using
technology in your business and how it can
save you time and improve your operations
because we have done it in our own business.
We’re a 21st century practice, using fully
integrated practice management, document
management and accounting systems to give
you the most up-to-date accounting service.
We’re experts in helping you understand
the issues that affect your business and
facilitating solutions that allow you
to reach your potential.

Our ultimate goal is to provide a roadmap
to building a better business and to help you
make smarter investment choices that will
make you better off both now and in the future.

  • LATEST TECHNOLOGY

    We keep your finances in order
    using the latest technology.

  • EXPERT ADVICE

    Get advice from the most
    forward thinking accountants
    in the industry.

  • STRUCTURING SPECIALISTS

    We focus on building your
    wealth in the right places
    not just number crunching.

  • ON-GOING SUPPORT

    We support and coach
    you every step of the way.

OUR TEAM

FBZ Portraits 2015-6-1
FBZ Accounting was founded by our grandfather Frank Zobec back in 2004. Since 2010 we’ve worked hard to build on our grandfather’s legacy and turn what was a traditional ‘pen and paper ledger’ accounting firm into an innovative, technology based and customer focused practice. Our passion for creating wealth and showing others how to achieve their financial dreams has enabled us to create a modern and innovative accounting practice headed up by some of the most forward thinking people in the industry.
A MODERN, INNOVATIVE ACCOUNTANCY PRACTICE

We’ve brought our practice right into the 21st century, using fully integrated practice management, document management and accounting systems to give you the most up-to-date accounting service.Our ultimate aim is to help business owners to realise their financial dreams by not just offering solutions to building better business practices, but through engendering trust. We make no secret that our dream is to build a better financial future for ourselves to enable us to live the rich and rewarding life that we deserve, and we want to share our expertise and passion to help you to achieve exactly the same thing.

SO WHAT IS THE SECRET TO OUR SUCCESS?

We believe the secret to our success as a business is that w e’ve taken the time to implement the most effective and efficient systems and processes and find the right help t o enable us to achieve our goals. Of course, no team can be a success with the individuals in it, so let’s introduce you to the people who make up FBZ Accounting.

  • Nikolas Ahkin

    Nikolas Ahkin

    Managing Partner

    Nik’s role is to oversee the practice and to manage client relationships. He’s
    the guy who’s going to help you to see the bigger picture and take the worry
    out of being in business. He’s an expert in helping you to make sense of the
    issues that affect your business but, more than that, he’ll facilitate a
    solution that’s tailored to your specific needs.

    As a committed family man, he loves having fun with his kids, surfing, eating
    great food, and doing all those things that make life good. He also loves
    dancing like Michael Jackson, but shhhh we didn’t tell you that!

  • Natalie Gibling

    Natalie Gibling

    Partner

    Nat’s not only responsible for managing client relationships, but she’s the
    one who’ll organise your financial information, so that we can come up with
    the best strategy to create more business opportunities for you. She’s an
    expert in training clients on how to use Xero so, if you’re a little worried
    about embracing new technology, she’ll alleviate all your fears. When she’s
    not busy helping you to understand your potential, she loves cooking,
    outdoor sports and spending time with her loved ones. But, whatever you
    do, don’t challenge her to a game of Chinese Checkers as she hasn’t lost a
    game for 15 years!

  • Erin Karpouzis

    Erin Karpouzis

    Accountant

    Erin provides our accounting and Xero support services. She works tirelessly
    to help business owners grow their business, and loves nothing better than
    number crunching, preparing financial reports, cash flows and KPI
    reporting. She also loves being a mum and enjo ying the good things in life,
    including spending time with family and friends, and watching musical
    theatre. Plus she has an uncanny knack for footy tipping, having won every
    footy tipping comp for 5 years straight.

  • Leanne Beukers

    Leanne Beukers

    Administration Assistant

    Behind every successful team, there’s an efficient admin assistant,
    and Leanne is no exception. She’s great at liaising with clients,
    organising information and generally giving us the support we
    need, while continuing to learn and gather new experiences. One
    way she does this is by travelling overseas, and, did we say that
    she’s an awesome tap dancer?

Would you like to know more about working with the team here at fbz accounting?

IF SO, GET IN TOUCH WITH US NOW.

CONTACT

PACKAGES

Don’t wait until the end of year to get your finances sorted! Monitor the health of your business on a month-to-month basis with our service packages.

You’re great at what you do and you know what running your business entails, but accounting is a specialized field all of its own, and you’re looking for expert help to track your progress and minimize your taxes.

Our team of qualified chartered accountants are as passionate about what they do as you are, and providing sound financial information and advice for your business is second nature to us. There’s no need to wait for year-end: track how your business is doing right now.

FBZ accounting offers a variety of accounting service packages that suit different levels of business complexity and financial goals. Learn more about each package with a click of a button.

The FBZ Unique Formula

Click on the triangles to learn more about each of our packages.

FAMILY

Family WEALTH BUILDER

Family WEALTH BUILDER

Family
WEALTH BUILDER

Family WEALTH BUILDER
  • Know your end goal
  • Grow your retirment savings
  • Financial security
  • Future cashflow plan

LEARN MORE

Business BASICS

Business BASICS

Business BASICS

Business BASICS
  • Business performance and comparisons
  • No more lodgement hassles or hold ups
  • Know your taxation obligations
  • Annual tax planning

LEARN MORE

Business CASHFLOW

Business CASHFLOW

Business
CASHFLOW

Business CASHFLOW
  • More money in the bank
  • Know your cashflow
  • Set targets & aim for real results
  • Monitor your progress

LEARN MORE

SUCCESS STORIES

We’re passionate about helping our clients to achieve their full business potential, but don’t take our word for it; read their success stories and what they have to say.

  • Peak Sports & Learning

    Childcare education business operating throughout the Illawarra region.

    BACKGROUND

    We were a growing childcare business and we had no idea what our business numbers were.

    FBZ OBJECTIVES

    FBZ put our business on Xero so we could track how each Centre was performing. They also restructured the business, which ended up saving us about $12,000 in the first year of being their client. The tax dollars saved in the subsequent years is approx. $30,000 p.a.

    KEY RESULTS

    By knowing our numbers we can continue to expand the business by acquiring more and more centres.  Each year we know our tax position and what we need to set aside. FBZ have also helped us understand the risks we might face in our business and the structures we need to protect and grow our business into the future.

    “FBZ Helped Us Save $42,000 In 2 Years”

  • Harry & Larry Case Study

    Mechanics business in Engadine NSW

    BACKGROUND

    The factory unit our business operates from was owned in a Discretionary Trust and the loan owed to bank was approximately $250,000. This loan was costing us approximately $20,000 p.a. in interest and we were desperate to pay it off as quickly as possible.

    FBZ OBJECTIVES

    FBZ helped us setup our own SMSF and transfer the factory unit in at market value. We were able to raise enough money from our super industry funds to eliminate the bank debt completely.

    KEY RESULTS

    We now have no debt to the bank and we are paying less tax on rental income. There is more cash available to draw out of the business for ourselves and we have created a solid passive income stream for our super fund from the rent our business pays. The best part is we have an exit plan when we stop trading the business with the option to sell the factory unit CGT free in our SMSF when we retire.

    “No bank debt, paying less tax
    and a solid passive income stream”

  • Ray White Real Estate

    Australia’s largest real estate group.

    BACKGROUND

    Growing real estate business with four partners who had an opportunity to purchase a commercial premises. Each partner had high personal mortgages and the business had just taken an additional loan to help fund the purchase of a rent roll. The debt levels were almost at their limits and it would have proved difficult and costly to raise additional capital from the bank to fund the purchase.

    FBZ OBJECTIVES

    FBZ put an SMSF structured finance package together which allowed us to use the capital from our super fund accounts to fund 50% of the purchase price and only borrow 50% from the bank.

    KEY RESULTS

    We now have an asset that is positively geared and self-funding. We pay no tax in the structure which owns the property and receive annual profit distributions in our SMSFs. We have the option to use our super contributions from the business to increase the equity, reduce the debt in the investment and increase the annual income our SMSFs receive which will help fund our retirement.

    “We now have an asset that is positively geared and self-funding”

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CONTACT

It’s easy to get in touch with the team at FBZ Accounting by simply calling us our
office number or sending us an email.

Alternatively, why not drop into our office
for a coffee and a chat? We’d love to see you.

  • Suite 506, 3 - 5 Stapleton Ave,
    Sutherland, NSW 2232
  • PO Box 72,
    Jannali, NSW 2226
  • +61 (02) 8076 5990
  • +61 (02) 8072 3926