📍 104 Bridge Street, Morisset NSW 2264  ·  Mon–Fri 9am–5pm 📞 02 4973 4550 Get in touch
Cooranbong · Lake Macquarie

Accountants for Cooranbong who make it actually about you.

“It’s dark, it’s raining, and you’re driving an unfamiliar dirt road. And your accountant? He’s beside you, working away, head down.”

That’s how most people experience accounting. We do it the other way round — eyes up, watching the road ahead for you.

Read the Dirt Road Story →
  • CPA & Chartered Accountant
  • 25+ years in public practice
  • Registered Tax Agent
  • Licensed financial planners
Why people stay with AIM

The right person beside you when it matters

“We’ve used AIM for over 10 years. They treat you like a person, not just a client — we call them our Guardian Angel.”
— Kate Formosa, client

Our head accountant is both a CPA and a Chartered Accountant with over 25 years in public practice. You’re getting the right advice, and you’re getting it from someone who knows you.

More about AIM
  • Advice personalised to your situation — never cookie-cutter
  • Plain language, no jargon, no lectures
  • We tell you what to do, not just what the rules say
  • Full ATO and ASIC compliance, always
  • A genuine local relationship, not a processing line
  • One team for tax, accounting and financial planning

Cooranbong has changed, and so have the questions

Twenty years ago Cooranbong was Avondale, Sanitarium and a scattering of houses. Now there are whole estates where there used to be bush, and a lot of the people living in them are buying their first home, running a trade, or doing both at once.

That brings a particular set of questions. What you can and can’t claim when you’ve just built. Whether to run the ute through the business. When a side job stops being a hobby and starts being a business the ATO expects to hear about. Whether it’s worth setting up a company or staying a sole trader.

None of those have a one-line answer, and none of them are well served by an app or a shopfront that changes staff every July. They’re the sort of thing you want to ask someone who’ll still be there next year.

The long-established side of Cooranbong

The other half of the picture is people who’ve been here decades — families connected to Avondale and the church community, small businesses that have traded through several downturns, and people coming up to retirement wondering whether the super will actually do what they need it to.

We hold a CPA and a Chartered Accountant qualification and we’re licensed for financial planning as well, which means the tax conversation and the retirement conversation can happen in the same room instead of being handed between two firms who never speak.

Where to find us

104 Bridge Street, Morisset NSW 2264. Monday to Friday, 9am to 5pm.
Call 02 4973 4550 or send us a message and a real person will read it.

What we can help with

Not sure where you fit? The common questions page covers most of it, or just give us a call.

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Want to talk it over?

Call us on 02 4973 4550 or get in touch. No jargon, no pressure.