Providing a new vision for the business of accountancy

Justin Searle • March 24, 2014

Rather than leap into a blog post about a tax or business improvement topic I thought I’d take the opportunity to kick off our new blog with a bit of an explanation of how the Clear Vision Accountancy Group has come to be.

I’ve been in business now for around 20 years, probably longer than I’d care to admit, and during that time I’ve seen examples of plenty of great accountants and accounting businesses.  I’ve also seen some pretty ordinary ones and some that just refuse to step into the modern era.

My goal has always been to offer a market leading approach to the business of accountancy.  To understand, and to demonstrate, that it’s not just about dry numbers and tax returns.

For accountants to truly earn the “trusted advisor” status that is often talked about we need to be a genuine advisor.  With expertise, advice and services that move beyond tax returns into business planning, wealth creation and all the other aspects of advice necessary to create successful financial futures for our clients.

With my departure from my previous firm the opportunity arose to create an accounting business from the ground up that would reflect this goal.

And the result is the Clear Vision Accountancy Group.  Our tagline of “Managing your present, Building your future” encapsulates, as briefly as we could manage, the spirit of this Group.  We are here to help you with all the day to day issues you face in your business and personal financial lives but we keep our “vision” very much on how our advice is moving you towards a successful future.

I invite you to take a look around our new site, perhaps try out our TRUST tool and by all means get in touch if you would like to discuss any aspects of our new business or how we can work with you in the future.

Justin Searle, Director

By Caroline Gillies June 1, 2025
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By Caroline Gillies May 25, 2025
As we step into the final week of autumn and feel winter’s chill approaching, it’s a natural time for reflection—and that includes taking stock of your financial and tax situation. The end of the year is closer than it seems, and a bit of preparation now can make a significant difference come tax season. Here are a few things to consider as the leaves fall: 1. Review Your Income and Deductions This is a good moment to check your income year-to-date and consider whether there are any deductions you can still take advantage of. Charitable donations or investment losses might help reduce your taxable income before year-end. 2. Maximise Super Concessional Contributions If you haven’t yet maxed out your superannuation concessional contributions, there’s still time. Remember unused cap amounts carry forward for 5 years and the 2019-20 unused cap amount will expire 30 June 2025. These contributions not only help secure your future but can also offer tax benefits now. 3. Organise Your Records Autumn’s slower pace is perfect for pulling together receipts, invoices, and financial documents. Getting organised now means less stress later when tax season begins in earnest. 4. Consider Tax-Loss Harvesting If you’ve had investments that underperformed, selling them before the end of the year to offset gains can be a strategic move. Consult with us today to see if this makes sense for you. 5. Plan Ahead Winter may bring holidays and downtime, but it's also a good window to consult with a tax professional. A quick meeting before year-end can reveal savings opportunities or help avoid surprises when you file. So, as the days grow shorter and frost begins to settle in, use this time to bring clarity and warmth to your finances.
By Caroline Gillies May 11, 2025
At Clear Vision Accountancy Group, we offer tailored services to support your long-term success—from strategic business planning to high-end tax administration. Whether you're aiming for growth, improved profitability, or a clearer direction, we're here to help you build a plan that gets results. If you're ready to map out the next five years with clarity and confidence, contact us today on (07) 4688 2500. Our 1-Page Business Plan will help you with: 1. Vision & Purpose Where are you headed, and why does it matter? What is the core purpose of your business? In five years, what positive impact will you have made on your customers, team, or community? What do you want your business to be recognised for within your industry? 2. Growth & Scale What does success look like, and how will you achieve it? What revenue, profit, or market position are you targeting? How many clients or customers do you want to serve—and in which markets? Are you planning to expand your offerings or enter new territories? 3. Team & Culture Who is helping you build it—and how? What does your ideal team look like in terms of structure, culture, and capabilities? How will you attract, retain, and develop top talent? What kind of leadership values and workplace environment will you foster? 4. Operations & Systems How will you deliver at scale—efficiently and reliably? What systems and workflows need to be in place to support sustainable growth? Which technologies or platforms will you implement to improve efficiency? How automated or streamlined do you want your business operations to become? 5. Brand & Customer Experience What do customers say about you—and why do they keep coming back? How will clients describe their experience with your business? What kind of reputation or brand presence will you be known for? What sets your business apart from the competition ?  Our Dream it. Plan it. Get it! will help you with: 1. Lifestyle & Personal Goals How does your business support the life you want to live? What level of involvement do you want in the day-to-day operations? What does ideal work-life balance look like for you? What personal or financial goals will your business help you achieve?