Grange Business Partners is a boutique Sydney-based accountancy firm offering specialised, integrated professional financial services and business advisory to business and high-net worth individuals. We have been a practice member (Membership No.94644) of the CAANZ since 2000.
‘Actively Involved’ is at the heart of our business relationships. We want to stand beside our clients and get to know them – not just their business and financial goals – but at a personal level because sound advice is not just about the numbers. Appetite for risk, managing stress, and lifestyle goals are all considerations. Our desire is to build long-term relationships to support our clients professionally and personally.
We are predominantly established as Sydney’s only specialist accounting, audit and business advisory Practice | Firm to offer unique proprietary service programs that maximise current and or future financial and lifestyle outcomes for clients. Our pedigree was established in Sydney NSW (City centre and the North Shore) and more recently the Gold Coast QLD.
We are a mid-size firm that espouses a big firm experience that offer services in a dynamic and proven professional way for client benefit of with a long term accomplished and accredited history delivering extensive expertise and complex case handling found in larger firms, but with more personalized attention, greater agility, and a stronger emphasis on developing deep relationships, which differentiates us from the larger counterparts.
Our brand expresses maturity and our dedication to quality. It is a reflection of our long-term relationships and is synonymous with our heritage – growing with our clients, continually improving and developing over time to maintain a high standard of excellence.
Grange Business Partners are more than just ‘bean counters’ …. our business is much more dynamic.
Grange Business Partner as a modern change agent – strategic partner for client growth and wealth creation.
The new paradigm for a modern chartered accountant is a ‘change agent’ transforming the former trends of a historical record-keeper to a strategic business partner by providing crucial financial insights, forecasting, risk management, and strategic planning to drive future growth, rather than just reporting past performance. This evolution is fuelled by technology, particularly real-time analytics and big data, enabling accountants to interpret quantitative information for better decision-making and to offer proactive advice on a range of potential future business scenarios.
Chartered Accountants play a crucial role in shaping the financial strategies of businesses, advising on everything from tax planning to risk management. This shift from a purely transactional role to a strategic partnership requires accountants to possess strong analytical skills, business acumen and the ability to communicate complex financial information to non-financial stakeholders clearly and compellingly. They are integral in helping businesses navigate financial regulations, make informed decisions and plan for future growth.
Tech savvy transformation to commit to governance cost reduction and spend scarce resource for client investment and growth.
The advent of advanced financial technologies has transformed the accounting profession. Modern accountants are tech-savvy professionals who use sophisticated software to automate routine tasks, analyse vast amounts of data, record financial paperwork and provide real-time insights. These tools allow them to focus more on strategic decision-making and less on manual data entry, making their work more dynamic and impactful
Moreover, the rise of cloud accounting and other digital tools means accountants are often at the forefront of implementing and managing these technologies within organisations. This requires continuous learning and adaptation, making the role far more innovative and future-focused than the outdated stereotype suggests.
Contrary to the stereotype of the solitary accountant hunched over a desk, today’s accountants are often team players and leaders. They work closely with various departments, collaborating with marketing, operations and executive teams to align financial strategies with broader business goals.
This requires strong interpersonal skills, the ability to work under pressure and a knack for translating financial jargon into actionable insights. They are more attuned to having some fun and not being boring sods.
GBP commitment to innovation and business differentiation – acquisitive growth and asset wealth creation.
Furthermore, many accountants take on leadership roles, guiding teams and influencing key business decisions. They are increasingly involved in strategic planning, helping to steer companies through financial challenges and opportunities.
This leadership aspect of the role is far removed from the traditional, narrow view of accountants as merely back-office functionaries.
The evolving landscape of finance and business demands creativity and innovation. Accountants are often at the centre of devising new ways to streamline processes, reduce costs, assess productivity and maximise profitability. This requires not just a deep understanding of numbers but also creativity in problem-solving and a forward-thinking mindset.
Our Promise.
We are more than your advisers; we promise to be your strategic partners in business to maximise your financial potential and meet your goals.
Your business is our business and we know the importance of having the best people for the job, accordingly, this promise extends to our people. Being ‘Actively Involved’ means investing in our people to create a united and supportive culture, so that we can deliver proactive, insightful advice to our clients.
At Grange Business Partners, you’ll always have access to a partner for advice or consultation. We promise that the proactive nature and continuity of the service we offer translates into the best advice for your situation.
At Grange Business Partners we are dedicated to our clients. We have a wealth of experience to ensure that we can deal with any issue handed to us, no matter how complex.
We are supportive of our clients and their goals and remain proactive as the clients ongoing needs change. We stand to be a dynamic workforce that keeps up with the latest information and new ideas.
Part of our unique value proposition is that (unlike traditional accounting firms) our Team does not work in silos. All Team Members are encouraged to collaborate on Client work to ensure the best outcome for the Clients and to identify opportunities to assist Clients achieve the financial and lifestyle goals.
Our Services.
Audit and Assurance
Grange Business Partners uses proven methodology and efficient technical solutions to perform our audits. Through the audit process we will enable you to better understand the risks to your business. Our audits add value to your organisation through the recommendation of commercially focused solutions to mitigate the identified risks.
– Financial Statement Audit
An audit by Grange Business Partners will give independent weight and credibility to your financial reporting obligations to your shareholders, investors, stakeholders, board and/or management. Our team will benefit your business through the mitigation of the business issues identified through the process of a Financial Statement Audit.
– Regulatory Audit
Grange Business Partners will ensure you meet your regulatory obligations through a comprehensive audit process.
Our auditors will identify areas of non-compliance through the thorough review and testing of financial and other business information.
We can conduct regulatory audits for:
- Compliance plans for registered managed investment schemes.
- Ensuring compliance with workers compensation.
- Ensuring companies meet Australian Financial Services legislation requirements.
- Solicitor and real estate trust accounts.
- Special purpose reports.
- and/on behalf of superannuation trustees and administrators as required by the Superannuation Industry (Supervision) Act.
- Travel compensation funds.
Our experienced and qualified auditors specialise in auditing large private companies and not-for-profit organisations. Grange Business Partners adhere to Australian and International Auditing Standards.
– Non-Audit Services
An Auditor appointment that involves providing both audit services and non-audit services (like taxation advice) to the same client is considered is a likely potential conflict for which strict independence rules must be followed.
Professional Codes of Conduct (like the APES 110 Code of Ethics for Professional Accountants) require that public accountants identify, evaluate, and manage these conflicts to uphold public trust.
Grange Business Partners will not accept any engagement where a potential conflict of interest could exist that would or could compromise independence rules.
This business rule for our practice serves as a fundamental ethical directive for our professional engagement maintaining the highest of prudential governance uncompromisingly.
Taxation
Grange Business Partners provide across the board tax advisory services. We work closely with our clients to understand their businesses and to develop a tax strategy that suits their needs. As specific issues arise, we will provide formal written tax advice on the implications of a particular transaction or scenario, so you can factor these implications into your decision-making process.
Our team knows that tax is more than compliance (tax returns and activity statement lodgements): we know that a good strategy will help to minimise the impact of tax on your business. Our advisors have the most up-to-date knowledge to effectively lead you through the labyrinth of tax laws and compliance obligations. Regardless of your organisation’s size, our proactive approach to Tax Consulting will enable you to manage your tax risk and add value to your organisation.
We will meet your compliance-related obligations through the preparation and review of your income tax returns. We can also assist in advising you on post-submission dispute resolutions, answering audit questionnaires and in the drafting of private rulings.
Grange Business Partners provides tax-effective planning services and structure advice for a range of entities including:
- Companies
- Individuals
- Partnerships
- Superannuation Funds
- Trusts
Accounting
Grange Business Partners offer a range of Management Accounting services which improve the performance of your business. Our Management Accounting can be scaled to meet your business needs and may include some or all of the following services on either a short-term or ongoing basis: –
- Business performance analysis and feedback
- Data processing
- In consultation with Stakeholders, preparation of Annexures for exchange listed entities and public announcements
- Systems and processes review and development
- Payroll and Simple Touch Payroll (STP) requirements
- Preparation of budgets and forecasts
- Preparation of Financial Statements and Governance Reporting preparatory for external independent Audit review
Grange Business Partners will give you the competitive advantage your company needs to succeed. We can work with your organisational team or remotely, depending on the systems and processes in place on your organisation and have experience with large privately owned companies and listed entity reporting obligations.
Business Services & Structuring Advice
Grange Business Partners’ experienced team recognise that business owners and senior management make important decisions every day that could make or break a company.
Regardless of the size of your organisation these decisions should not be made without independent, professional advice and our team can offer you an unbiased perspective on your major business decisions.
We partner with our clients to offer the most appropriate strategies and solutions for their organisation and then guide them through the implementation process.
Our services include:
- Asset protection
- Business restructures
- Cashflow management
- Customer profitability analysis
- Change management
- Capital management
- Developing growth strategies
- Entity formation
- Risk management
- Valuations
Change Management
As modern chartered accountants, Grange Business Partners work with you as a strategic partner and ‘change agent’ to provide crucial information including (but not limited to): –
- Financial insights;
- Forecasting;
- Risk management; and
- Strategic planning.
Change Agent
Grange Business Partners collaborates and engages with its clients, with engagement as a true strategic partner and more than just words representing a ‘change agent’, but in a holistic pursuit of a true ‘strategic partnership’ and pursuit that embraces the concept of an enabling ‘change agent’ for growth aspirations, leadership excellence, partnering facilitator, and catalyst; driving transformation within our clients organization.
A strategic partnering model is not simply a transactional relationship offering … more a long-term and enduring collaboration.
In many modern business contexts, the roles of ‘strategic partnering’ and real ‘active change agent’ business partnership are combined into a single, high-impact positioning for client aspirations and success.
Corporate Secretarial
Grange Business Partners provide efficient Corporate Secretarial support for many of our clients. This support ensures our clients attain good governance through the maintenance of statutory company and trust records as required by legislation.
Our corporate secretarial services include:
- Business name registration.
- Company searches.
- Filing of ASIC documents.
- Formation of companies, trusts and superannuation funds.
- Minute preparation.
- Review of the annual company statement.
- Statutory record maintenance.
- Share and unit trust transfers.
- Updating of the company share and unit trust registers.
Virtual CFO
Grange Business Partners offer Virtual CFO services which are adaptable to meet the needs of your business as it grows.
Our Virtual CFO services can be a short-term solution or on a more ongoing basis depending on what your situation requires. Some of the services our Virtual CFO may provide include the following: –
- Assistance with restructuring, mergers and acquisitions and succession planning
- Business continuity planning.
- Conducting ongoing cost analysis
- Cash flow management
- Development of financial reporting systems
- Debt management
- Evaluation of growth opportunities
- Ongoing review of risk exposure.
- Reports to the board
Our team will apply best practice principles to improve the efficiency of your organisation through a review of relevant and up-to-date data, analysis of your current strategy, the creation and implementation of a strategic plan and ongoing review and reporting of results.
Due Diligence
Grange Business Partners’ Due Diligence services assess any significant risks and opportunities in a business deal and are essential at the beginning of any new venture.
Our Due Diligence services include Financial, Commercial and Tax Due Diligence and are often required when a new business is being acquired or a joint venture or a new operation is established. As part of the Due Diligence process our team will:
- Confirm the assertions of the other party.
- Enhance your understanding of the strengths and weaknesses of the deal.
- Highlight any potential problems or opportunities.
- Identify any negotiation issues.
- Identify critical success factors.
Wealth Creation
At Grange Business Partners we understand that everyone is different. We work closely with our clients to identify their financial position and to fully understand their short and long-term needs and goals. Our solutions are then carefully tailored to each of our client’s needs. Our integrated, comprehensive services include:
- Optimising tax strategies.
- Personal insurance advice.
- Risk assessment and protection strategies.
- Salary packaging advice.
- Strategies to grow your personal wealth.
- Superannuation and retirement planning.
- Trust and estate planning.
Audit Shield Insurance
Our Audit Shield 1Service* provides for the payment of professional fees incurred as a result of you being selected for an audit, enquiry, investigation or review by the Australian Taxation Office (ATO) or other state statutory (government) body.
The cost of being properly represented in these matters can be quite considerable depending on the length of time involved. Audit Shield provides a fixed, cost-effective solution to guard against these unforeseen costs.
The ATO, along with other federal, state and territory agencies, now have unprecedented access to taxpayer records, allowing them to specifically target previously unreviewed tax returns. Now more than ever, Individuals, Businesses and Self-Managed Superannuation Funds are at risk of being selected for an audit, enquiry, investigation or review.
*Audit Shield is provided by Accountancy Insurance Pty Ltd (AFS License No: 276100).
Superannuation Administration
Grange Business Partners gives our clients greater control over their Superannuation by providing expert advice and support which will help them to get the most out of their Self-managed Superannuation Funds. Through greater control over their funds, our clients enjoy benefits such as:
- Better tax planning
- Greater flexibility
- Investing in instalment warrant products
- More investment opportunities
- More pension options at retirement
- Reduced costs
Grange Business Partners will help you to manage the ongoing requirements of a Self-managed Superannuation Fund through the production of Financial Statements, Tax Returns and Regulatory Returns. In addition, we will perform annual audits and produce member contribution statements.
Cloud Solutions
With the technology evolution, we are no longer restricted to reporting on past performance. We assist in interpreting quantitative information allowing you to use real-time analytics with our creative problem-solving skills and future focused mindset for more proactive decision making.
Modern technology allows us to have a dynamic impact on your business to assist you in automating routine tasks, provide real-time data analysis and insights.
We look to ensure your systems and procedures are streamlined and integrated keeping your administrative tasks up to date, reducing costs while reporting on productivity and maximising profitability – Giving you back time to focus on what you do best.
Our impact invariably reaches much further than just the finance function of a business as we use strong interpersonal skills to collaborate with all facets of the business aligning financial strategies with the broader business goals, all the while developing personal relationships and having some fun too.
Succession and Estate Planning
– Succession Planning
Grange Business Partners recognise that everyone must leave their business at some time. We know that a well-thought out and executed succession strategy will make the process as incident free as possible for the outgoing party. Grange Business Partners will work closely with you to tailor an exit strategy that is best for the current business owner.
Regardless of whether the company is transferring from family member to family member or to an outside interest, our team will ensure the smoothest possible transition.
– Estate Planning
Estate Planning with Grange Business Partners will ensure that your estate is distributed as you intended. Our team will work with you to provide for your family’s needs in the most efficient and tax-effective way.
If you have debts, substantial assets, a superannuation payout due or a family business, Grange Business Partners will analyse your assets and develop the most appropriate strategy for you and your family.
– When I’m Gone
Our “When I’m Gone” product ensures that your family isn’t left without the vital data they need to access important information if you are no longer able to provide it for them in a timely manner.
Our product confidentially stores all information such as wills, details on your lawyers, stockbrokers, financial planners, insurance brokers, insurance policies and other important information which will be provided to your family or executors according to your pre-determined wishes in the event of one of the two certainties in life, the other being tax.
The Grange exclusive service that plans for when you’re gone. If something were to happen to you, would your spouse, family or executors know where to find all of the information that will be necessary for them to deal with your estate? And let’s say they did, would they be able to figure out your record system?
Our WIG™ file is a product that records all of your important information in one secure location, making the process of dealing with your affairs as seamless and simple as possible.
When you start to think about it: your bank account details, property and other assets, insurances, passwords, your important contacts….the list goes on….where would your loved ones even begin to look?
Making it easy for your loved ones to deal with your Estate will reduce the expenses they incur, leaving more of your Estate to be enjoyed by them, as you intended.
Diane Terzian
Managing Partner and Founder
About Diane
Diane loves to travel and hopes to visit all countries in her lifetime. She also enjoys collecting wine, artwork, reading a good biography and experiencing degustation menus at the latest reputable restaurant.
Experience
Diane is a founding Director of Grange Business Partners. Diane joined its predecessor, JI Moore & Partners at the firm’s inception in 1996 and was instrumental in the growth and success of the practice. This led to her appointment as Partner at the age of 30.
With particular expertise and interest in providing Taxation Services to medium and large organisations, Diane’s advice on Tax Planning and Structuring is highly regarded. She works closely with her clients to fully understand their needs and to determine the best financial strategy to grow their personal wealth or business.
Diane also provides a range of Management Accounting services to improve the performance of her clients’ businesses by helping them to understand their costs and increase their profit margins. With a depth of experience in providing professional services, Diane adds value to her clients in all facets of finance management.
Qualifications
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Expertise
Business Services | Cashflow Management | Estate Planning | Management Accounting Succession Planning | Superannuation and Limited Recourse Borrowing | Tax Planning and Structuring | Personal and Business Valuation | Wealth Creation and Financial Planning | Debt and Capital Financing | Mergers & Acquisitions | Prospectus preparation and associated due diligence | ASX preparation for listed entity Annexures, Public Disclosures and Board Advice | Virtual and Electronic CFO Services
Alex Colley
Non-Equity Partner
About Alex
Alex enjoys using her creative skills on a number of crafts projects varying from crochet to sewing and embroidery. She also enjoys getting out of Sydney and spending time with her family in Mudgee.
Experience
Alex is a Non-Equity Partner at Grange Business Partners bringing with her a wealth of experience gained throughout both small boutique and mid-tier firms.
Alex is experienced in assisting small and medium enterprises, professional practices and high net worth individuals with taxation, GST, business advisory and superannuation matters. Her professional services experience combined with superior technical research skills and lateral thinking, will ensure that you have a complete understanding of your business and financial affairs helping you to reach your business and personal goals sooner.
Qualifications
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Expertise
Budgeting and Cashflow Management | Business Services | Business Valuations Management Accounting | Superannuation | Tax Compliance | Tax Planning and Structuring | Accredited Financial Planner | Wealth Creation and Financial Planning | Debt and Capital Financing | Mergers & Acquisitions | Prospectus preparation and associated due diligence | ASX preparation for listed entity Annexures, Public Disclosures and Board Advice | Systems Integrator (Improvement, integration and technology adaptation) | Systems Auditor | Information Technologist | Tax and Technical Practice Director
