Simple. Success. Freedom.
Yes we are accountants but we are different
CHJ Financial is a leader in the accounting, finance and business advisory space due to outstanding service to our clients, both businesses and individuals alike.
We pride ourselves on being trailblazers in cloud based accounting technologies because we know that compliance and business strategy shouldn’t be as painful as it has been in the past, hence our motto: Simple. Success. Freedom.
If you are in business, do yourself a favour and scroll down to our fixed price packages. Join us and never again will your Accountant send you a surprise bill.
If you are after expert advice and extremely attractive rates for car loans, home loans, investment loans and self managed superannuation loans Call Us.
You might even like our personalities – who would have thought…
Why we do what we do
CHJ Financial was founded by Partners, Shaun Costello and James Harrison in 2012 and is based on the Southern Gold Coast, in Coolangatta. We service clients across the country.
With a vision to revolutionise the accounting industry by transforming the transactional relationship many clients have with their accountants, we sought to build a practice that encouraged transparency, honesty and respect.
We built CHJ Financial on a business model that fosters a clients- accountant relationship built on strategy, trust and mutual respect. From individual taxpayers, to large businesses, we care about our client’s lives. In essence, we work to achieve the best possible results for our clients and their businesses.
Through innovative use of technology, coupled with a viewpoint that differs from traditional accountants and proven results, we are fast becoming industry leaders.
Why choose our firm?
CHJ Financial give you peace of mind by looking after all of your financial and accounting needs under one roof – from lodging tax returns to finding the best home or car loan to suit your needs. We also use our business advisory expertise to monitor your business, giving you proactive advice on how you can improve your bottom line and net worth.
Service bundling packages
Jargon free recommendations
Friendly & personal service
‘No Surprise’ billing
Just tell us what services you require & we will create a package & price to suit.
Here are a few of our most popular packages
Choose your plan
- Xero Accounting Software
- Annual Financial Statements Preparation
- Tax Return Preparation & Lodgement
- Tax Planning Review (in April/May)
- Unlimited e-mail and Phone Support (brief phone calls only)
- Annual ASIC Company Review (ex. ASIC fees)
- Annual Business Valuation Indicator
- Preparation & Lodgement of BAS
- Maintain Fixed Assets Register & Calculate Depreciation
- Budgets Prepared & Reviewed Quarterly
- Quarterly Management Reports
- Quarterly Business Strategy Meeting (Phone or Skype)
- Annual Strategic Planning Meeting
- Annual 12 Month Cash Flow Forecast & Profit Plan
- Business Performance Health Check
- Monthly Profit & Cash Flow Actual –v- Budget Report
- Monthly Management Reports
- Monthly 1 Hour Business Strategy Meeting (Phone or Skype)
At CHJ we offer the following Services
Accounting + Business Support
Finance + Wealth Management