Montgomery Carey & Associates
Business Overview
Montgomery Carey & Associates is an established accounting and business advisory firm based in Warrnambool, Victoria. The team brings together over 120 years of collective experience, with principals Richard, Dallas, and Michelle leading the way. They?re known for their approachable style and a knack for finding practical, innovative solutions for local businesses and individuals alike.
Clients here receive a genuinely personalised service, whether they?re sorting out tax, planning for succession, or navigating the ins and outs of starting a new business. It?s a firm that values long-term relationships, aiming to help each client strengthen their financial footing and reach their own unique goals.
What Montgomery Carey & Associates offers
Accounting and business advisory
ASIC secretarial administration
Bookkeeping services
Budgeting support
Business Activity Statement preparation
Business start-up structuring, compliance, and registrations
Succession and estate planning
Assistance with buying, selling, or restructuring a business
Cashflow improvement strategies
Farm accounting
MYOB, Xero, QuickBooks, and cloud accounting support
Payroll services
Risk management and asset protection
Self-managed superannuation administration
Strategic financial planning
Business and personal taxation
Tax planning
Location
225 Koroit St, Warrnambool VIC 3280
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