PTP - Accounting Firm | CPA Accountant

How can we help you?

We offer a wide range of certified financial planning and accounting services all over Australia. Our Certified Practicing Accountants and Certified Financial Planner team have been delivering exceptional solutions to businesses and individuals for almost 20 years. We take pride in our clear communication style and a commitment to meeting your specific needs.

As a leading accounting firm offering services all over Australia, our CPA’s and business advisors can help you with your most difficult accounting and business questions. We offer a range of services including bookkeeping, accountancy, tax planning, retirement planning and financial strategy.

At PTP, we believe everyone has the right to succeed. Using our unique 3 circle strategy, we work with you to identify goals in every facet of your life, and give you the tools and the roadmap to achieve them.

As a leading accounting, business advisory and wealth creation firm, PTP are committed to helping you create wealth, grow your business and enjoy your life.

Our passion is helping our clients ditch the stress that often comes with running a business and enjoy what life is really about.

Are you looking for a trusted and experienced accounting firm to help you take your business to the next level? Contact us today to see how we can help your business thrive.

Looking after clients all over Australia, with offices in Melbourne, Geelong, Shepparton and Cobram. We’re Creating Dreams Worth Fighting For

Tax & Accounting

Tax doesn’t have to be a burden. Let our team of talented tax experts work with you to ensure your business is not just ticking boxes, but growing its success through great tax strategies.

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Business Advisory

Business Advisory experts excel at helping you take ownership of your business and smash goals for success every step of the way. Our three-step process is designed so you see better results, greater happiness and more of your family, faster.

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Financial Planning

When effective financial planning and wealth management is combined with our compliance and business advisory services, the results are long term stability and your dream future.

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Creating Dreams Worth Fighting For

Wouldn’t it be amazing if you could take back control of your life? Just imagine that for a moment. What would it look like for you? How about working the hours you want to work? Earning the money you actually want to make? Having a team working with you? Time to spend with family and friends, and to contribute to the community? What if you could take an extended holiday and not feel pressure to check emails while you’re gone?

PTP have helped hundreds of owners take back ownership of their business. They’re getting home on time and taking vacations with their families, all while their business thrives and makes them money in the background.

Using our unique 3 Circle Strategy, we work to help your business thrive, so you can get back to enjoying your life.

Stay In The Know

Keep updated on the latest developments in the accounting world, and read some personal insights from our team on the PTP blog.

Accounting

What are the impacts of accounting services on small businesses?

Finances, Financial Planning, Income Protection Insurance, Investment Planning, Uncategorized

Understanding the Basics and the Importance of Income Protection Insurance

Uncategorized

Making Conscious Time Management Decisions as a Business Owner

Our Happy Clients

I’ve always found Lou to be an open honest genuine person – he doesn’t always have all the answers right away – but he will always get them for you as soon as possible. I trust this man and his crew with our business, if you don’t I would ask you, “why not?”

John Harvey

We participated in a business mentoring program with Tam before she was our accountant. We soon realised that she was what was missing from our business. The knowledge, support and dedication Tam offers is second to none and we are so thankful to have her supporting our business.

Jess Pether

After 6 months of running a business and having NOTHING set up from previous accountants, PTP came along and saved the day. They got everything running and up to date within days! Definitely recommend to anyone and everyone.

Vanessa Aksionov

PTP offer amazing service and support. I loved the mentoring program and have gained so much knowledge and set new financial and business goals as a result. Thank you!

Lou Lugsdin

I am forever grateful that Tam from PTP came along. At the beginning of COVID I felt so lost. The team at PTP are generous, patient and knowledgable – they have helped my business so much. I would highly recommend them!

Louise Reid

Floral Harvest Cobram

Working with PTP has been a game-changer for me, my family and my business. We now have a fantastic business and are happier than we have ever been.

PTP helped us define our own version of success and we are well on the way to achieving it!

Stephen White

Yarrawonga Heating & Cooling

Ten years ago Brian (Thomson) was talking, and thinking, about where we are now, 2015, and I wasn’t even thinking about the next year! Fantastic wisdom.

We are fortunate to have had PTP guiding us on our journey and we will continue to have them along side us well into the future as we continue to grow.

David Vaughan

FertGrain

Working with PTP has achieved great results in our business. We trust the team and love the relationship we have with them. They are smart, friendly and provide us with the support our business has needed and will continue to need as we develop.

We encourage other people to work with the team at PTP, you will not be disappointed.

Ang Poppa

GV Hydraulink

Perta Thomson Partners wants to see your business grow and succeed. They are always there, willing to discuss your ideas and plans for your business. They also, and just as importantly, offer ideas of their own. It is a real partnership.

Bill Dowling

Aquafil Fresh & Complete Display Equipment

We are happy to say we did not understand the value in setting goals or looking forward. When we approached the team at PTP to assist with business succession, we soon realised how important planning and goals are to success!

PTP worked with us to help us understand why growth, both personally and in our business, is so important and we cannot thank them enough.

Pat Diretto

Diretto Family Orchards - Cobram

PTP are everything they say they are. They have worked with us to grow our business to where we are today. We have absolute trust in the team and we have a fantastic relationship with all of the staff that work with us, nothing is ever too much trouble. They have helped us enormously!

Paula Latina & Melissa Crisafulli

D'Vine Ideas - Cobram

We help your business thrive so you can enjoy your life.

Take charge of your success through
our strategic accounting, wealth management
and business advisory services.