Aero Accounting Group

Meet Joseph! 👋

Joseph has spent 19 years in accounting, but that wasn't always the plan. He started out in science and programming, before his father's career in banking and the accountants around him inspired a change in direction.

Now he's Assistant Manager, Business Advisory and Taxation at Aero Group, working across taxation, audit and corporate advisory. What keeps it interesting after all these years? No two clients are the same, and Joseph loves finding the right solution for each one.

One career highlight was helping a client secure funding for a major contract by building a financial model under serious time pressure, one that held up under scrutiny and helped lock in the deal.

Outside the office, he's usually with family, camping, travelling, or enjoying a beer (and apparently singing).

Say hi to Joseph in the comments!

We get asked this all the time: what software should I actually be using for my business?

Here are three tools we recommend and use ourselves at Aero.

Xero gives you a real time view of your numbers, with bank feeds, invoicing and payroll all in one place.

Fathom turns your numbers into something you can actually understand, with clear reporting and benchmarking against your industry.

Hubdoc means no more shoebox of receipts at tax time. Snap a photo and it's sorted and matched automatically.

Together, these three can save a business owner three to five hours of admin a week, and give your accountant what they need to actually help you move forward.

Want help setting up the right tools for your business? Get in touch, we'd love to help.

We love hearing from clients who've been with us for the long haul. 💬

Zara found Aero Group through a recommendation a few years ago, looking for a firm to take care of her family's accounts. Here's what she told us:

"Deepika and her team have taken great care of us over the years and we'd highly recommend Aero Group."

Stories like Zara's are exactly why we do what we do. Personalised care, real relationships, and support that lasts.

Thinking about switching to a team that actually gets to know you? Reach out, we'd love to help.

Buying a business is exciting, but it pays to know exactly what you're buying.

Business Acquisitions and Mergers is one of our specialist services, and due diligence is where we really earn our keep. It's not just paperwork. It's about finding out what a seller hasn't told you, before it becomes your problem.

We've seen buyers skip this step and discover undisclosed liabilities worth $85k and an overdue ATO account months after settlement. We've also seen buyers work with us, uncover the same kind of issues before settlement, and use that information to renegotiate $120k off the price. Either way, it's their call to make, with all the facts in hand.

Thinking about buying a business? Chat to us before you sign anything.

Business Made Simple isn't just something we say. It's how we work.

At Aero Group, we believe no two people or businesses are the same, so we don't believe in one size fits all advice. Our team takes the time to understand you, your goals and what you're working towards, whether that's lodging your first tax return, running a small business on your own, or leading a growing enterprise into its next chapter.

The truth is, business gets easier when you have the right people around you. That's what we're here for: real support from real people who care about getting it right for you.

Want to see how we can help? Send us a message, we'd love to chat.

Ever wondered what your accountant should be reviewing for you?

We're pulling back the curtain on our internal process — the exact 4-step framework we use to review a business's tax position in under 60 minutes.

Swipe through to see how we look at: 🔹 01 Structure — is your business in the right entity? 🔹 02 Deductions — are you claiming everything you're legitimately entitled to? 🔹 03 Super — are you making the most of available contribution strategies? 🔹 04 Forecast — what could your tax position look like before EOFY?

This isn't about lodging a return and hoping for the best. It's about proactively reviewing your position, identifying opportunities, and planning ahead — before the bill arrives.

Every business is different, and what applies to yours will depend on your specific circumstances. But most business owners have never had this conversation. This is your chance to see what it actually looks like.

📌 Save this post for your next tax planning session.

Want us to run this process over your business? Book a free Tax Strategy Session — link in bio.

Aero Group. Business Made Simple.

⚙️ 6 Pillars Series — Pillar #5: OPTIMISE

We help you implement a business operating model so your business can systematically plan and track its growth.

Steal our process — the 4-step Business Optimisation Framework:

Step 1: DIAGNOSE — Review current systems, KPIs, and reporting gaps
Step 2: DESIGN — Build the right operating model for your growth stage
Step 3: IMPLEMENT — Roll out systems, software & accountability structures
Step 4: TRACK — Monthly reporting against targets with quarterly reviews

📊 Is your business running on gut feel — or on data?

Time to build a better operating model. Click the link in bio to get started.

FAQ — 'Question From a Client'

A potential client asked me this on a discovery call last week:

"Do I really need a Virtual CFO, or is that just for big companies?"

Here's exactly what I told them:

It depends on your revenue and trajectory — not your company size.

Under $500k: A great accountant + bookkeeper is usually enough.

$500k–$5M+ and actively growing: A Virtual CFO can be the difference between scaling confidently and being blindsided by cash flow shortfalls, unexpected tax bills, or funding gaps at the worst possible moment.

What a Virtual CFO does in practice:
→ Monthly management reporting (in plain English)
→ 13-week rolling cash flow forecasting
→ Scenario planning for big decisions
→ Bank and ATO liaison on your behalf

If that sounds like something your business needs, you probably need it.

Send me a message and let's chat. No obligation.

🛡️ 6 Pillars Series — Pillar #4: PROTECT

We review and set up your group legal structure to minimise potential risks to your personal asset portfolio.

The hard truth: most business owners have no idea how exposed their personal assets really are.

Before vs After — PROTECT in action:
❌ BEFORE: Business in sole trader name → personal home, savings & assets fully exposed if something goes wrong.
✅ AFTER: Correct trust and company structure in place → business risk separated from personal wealth.

This is a conversation we have with every new client, and it can make an enormous difference to their peace of mind.

🔒 Is your business structure actually protecting you? Click the link below and let's find out.