From compliance to strategic advisory, Pinecrest pairs deep technical expertise with personalised guidance — so founders, families and finance teams can make every decision with confidence.
Six interconnected services — delivered by senior practitioners, supported by modern tooling, and priced transparently.
Proactive tax planning, accurate lodgement, and structuring advice for individuals, partnerships, trusts and companies.
Clean books, monthly close, and decision-ready management reports delivered through Xero, MYOB or QuickBooks.
Independent financial audits, reviews and special-purpose reporting for SMEs, not-for-profits and SMSFs.
Forecasting, cash-flow modelling, KPI dashboards, and quarterly strategy sessions to keep growth on plan.
Senior financial leadership — board-ready reporting, capital strategy and investor relations — without a full-time hire.
End-to-end payroll, superannuation, single-touch payroll and modern-award compliance — accurate, on time, every cycle.
Every engagement follows the same disciplined process — designed so you always know what's next, what it costs, and what to expect.
A 60-minute deep dive into your structure, books and goals. You leave with a written diagnostic — at no cost.
We design a scope and fixed-fee proposal covering tax, reporting and advisory priorities for the year ahead.
Onboarding to our cloud workflows, clean-up of historical data, and the first month-end close handled for you.
Monthly reporting, quarterly strategy reviews, and a partner on speed-dial whenever a decision is on the table.
Tell us a little about your business and the questions on your mind. We'll come back within one business day with a senior practitioner ready to dig in.
A few words from the people who've moved their books — and their business — to Pinecrest.
Pinecrest restructured our group, cleaned up two years of bookkeeping, and saved us almost $90k in the first FY. They are unfailingly responsive — partner-level access on every call.
We moved our family office to Pinecrest after years of generic service elsewhere. The advisory layer they wrap around compliance is genuinely strategic — and the team is a pleasure to work with.
Our outsourced CFO engagement with Pinecrest got us through a Series B in nine months. Clear board reporting, no surprises, and a partner who actually understands SaaS metrics.
The things we get asked most often. Anything else? Send us a note — we usually reply same day.