A&G OMEGA
A&G OMEGA
Melbourne's leading boutique accountancy firm
WHO WE ARE
We specialise in helping family-run businesses to maximise their potential, get everything in order and grow their businesses.
We empower small to medium-sized businesses with expert accounting, tax, and strategic advisory services. Based in Melbourne, we offer a personalised approach that goes beyond the numbers to deliver clear insights and real-world value.
Whether you are navigating complex tax obligations, planning for growth, or looking to improve your profitability, we're here to support your journey with deep expertise and practical solutions.
WHAT WE DO
A FULL STACK ACCOUNTING AND CONSULTING PRACTIcE.
A&G Omega encompasses deep expertise in small-to-medium enterprises all across Australia. We pride ourselves on having personalised, relationship-focused service and have proven strategies for growth, compliance, and tax efficiencies.
We are a Melbourne-based team that understands your local market.
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Financial Reports & Income Tax Returns
Timely, accurate financial statements and tax return preparation to meet all compliance requirements.
Income Tax Planning & Advice
Proactive strategies to legally minimise tax and align your obligations with business goals.
Goods & Services Tax (GST)
Efficient management and advice on all GST-related matters.
Capital Gains Tax (CGT)
Strategic guidance to help you plan for and manage CGT events effectively.
International Tax
Navigate cross-border tax matters with confidence.
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Fractional CFO
Gain access to strategic financial leadership without the full-time overhead.
Profitability Improvement
Identify opportunities to increase margins, reduce costs, and drive business performance.
Business & Strategic Planning
Clarify your vision and align operations for scalable success.
Budgeting & Cash Flow Management
Build resilience with forward-looking financial planning.
Financial Projections
Data-driven forecasts to support decision-making and investor confidence.
Government Grants (e.g., DTGO / R&D)
Expert assistance in accessing and managing grant applications and compliance.
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Business & Tax Structures
Advice on choosing the most tax-efficient and operationally effective structure for your business.
Asset Protection
Structuring to safeguard your personal and business assets.
R&D Tax Incentive
Maximise your entitlement under the Research & Development tax incentive scheme.
Tax Audit & Risk Management
Minimise risk and respond effectively to audits with expert representation and advice.
ATO Liaison
We handle discussions with the ATO and other regulatory bodies on your behalf.
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Business Purchase Assistance
Conducting comprehensive due diligence to uncover financial, legal, and tax risks.
Assessing fair market value and negotiating purchase terms.
Advising on optimal tax and ownership structures for acquisition.
Business Sale Preparation
Preparing your business for sale to maximise value and appeal to buyers.
Reviewing and streamlining financial records for transparency and compliance.
Assisting with negotiations, sale agreements, and tax-effective exit strategies.
Transaction Structuring
Structuring deals to optimise tax outcomes and protect your interests.
Advice on earn-outs, vendor finance, and shareholder arrangements.
Coordinating with legal and financial advisers for a smooth transaction process.
Succession Planning for Family Businesses
Developing clear succession strategies to manage generational transitions.
Balancing family dynamics with commercial goals.
Facilitating ownership transfers, including restructuring and tax planning.
Exit Strategy Development
Creating long-term plans for exit aligned with your personal and financial goals.
Identifying and preparing internal successors or external buyers.
Implementing shareholder agreements, buy-sell arrangements, and valuations.
Business Valuations
Providing independent, defensible valuations for sale, restructuring, or legal purposes.
Using industry benchmarks and financial analysis to determine business worth.
Shareholder and Partnership Changes
Managing entry and exit of partners or shareholders.
Drafting or reviewing partnership/shareholder agreements with your legal adviser.
Transition Support & Implementation
Managing the end-to-end process of the transition.
Minimising disruption to operations, staff, and stakeholders.
What Clients Say About US
We love what we do.
“Thomas is very client focused, always availably to chat on the phone whenever needed and feels apart of our own team”
— Simon O’Kelly [Finance for a Living]
