Strategy that goes beyond the tax return.
Structure reviews, cash flow forecasts, KPI dashboards, succession plans. The bigger-picture decisions you cannot make alone.
Three reasons our clients stay.
We’re a boutique accounting practice built on long-term client relationships, offering personalised tax, accounting, and advisory services to businesses and organisations across Sydney.
Twenty-three years in practice as of 2026. Same firm, same principal, same standards since 2003. Some clients have been with us almost the whole way. The work compounds, and so does the trust. Over four hundred SMSFs managed and thousands of tax returns lodged.
Tax, books, advisory, SMSF, Xero. One team that knows your business. No handoffs between firms, no missed details between specialists, no questions you have to answer twice. Numbers flow cleanly from books to BAS to tax return because the same people are looking at all of them.
We are old-fashioned about this. You get a name, a direct line, and someone who actually knows your file. We watch for trends, flag issues before they become fines, and call when something needs attention. Most clients hear from us between quarters, not just at lodgement time.
Strategy meetings where the numbers come out, but the decisions do not.
Your accountant lodges the returns, files the BAS, and sends quarterly reports. The relationship works for compliance. But when the next big decision lands — should we hire, take on debt, restructure, sell — the conversation gets shorter than it should.
Sometimes the answer comes back as a one-page summary with two pie charts. Sometimes the conversation gets pushed to the next quarter. Either way, the actual decisions you face — capacity, structure, succession, capital — sit on your desk longer than they need to.
Compliance and strategy are different jobs. Compliance is backwards-looking and quick. Strategy is forward-looking and slow. Engagements priced for compliance leave little room for the second kind of work. Trinity prices and builds the engagement around strategy first, with compliance running through underneath.
Strategy work, not compliance with a side of advice.
Strategy work that runs all year, not just at end-of-year. We set the rhythm, you get the calls, and decisions get made before they have to be made under pressure. Everything below is in scope from day one of the engagement.
The shape of decisions made better.
Less time on admin. Cleaner records. Better decisions because the numbers are current.
Discovery, plan, ongoing accountability.
Same process for every new engagement. You know what is happening and when.
We start by understanding your business inside out—your vision, challenges, cash flow patterns, growth ambitions, and concerns. We review your current financial position and identify opportunities for improvement.
Based on what we’ve learned, we develop a tailored business plan, set up custom Xero dashboards, and prepare forecasts. We present our recommendations and discuss how ongoing advisory will work for you—timing, reporting frequency, and focus areas.
Monthly or quarterly reviews keep you on track. We monitor your KPIs, discuss variances, adjust forecasts, and help you navigate strategic decisions. You’re never alone in steering the business toward your goals.
Businesses we partner with strategically.
If you see your situation below, we have done this work before. If you do not, ask anyway.
A small firm by design.
Trinity Accounting Practice opened in Beverly Hills in 2003. Ramy Hanna, a registered tax agent and Fellow of three Australian accounting institutes, has run it since. The firm has stayed deliberately small, deliberately local, and deliberately senior. The principal you talk to today is the principal who will be reviewing your return next October.
Most of our work comes from referrals. Most clients have been with us for years, some for decades. We think that says more about the work than any award would.
The reviews speak for themselves.
Sole traders, growing companies, and trustees who keep coming back. Here’s why.
Doesn't cut corners
I'm so glad I found Ramy & Kim from Trinity Accounting. They have helped me and my business tremendously. They really care about their clients and don't cut corners. Very impressed with their knowledge and level of customer service.
Business and personal
Trinity Accounting Practice is knowledgeable and professional for business and personal finances, providing clear advice.
Diligent and professional
Trinity Accounting Practice is highly professional and diligent. I highly recommend them to anyone seeking any accounting advice.
The best, hands down
Ramy is the best accountant in Sydney. He helped me solve my problems. He is the best. I really thank you Ramy for everything.
Medical practice expertise
I have a medical practice. I met with many accountants before, but I found Ramy Hanna has a very well organised accounting practice and he is very knowledgeable and has great experience.
A real lifesaver
Trinity Accounting has been a lifesaver for my construction business. Ramy's knowledge of BAS, GST, and tax is unmatched. Great service and support!
What people ask about advisory.
Advisory is a different kind of conversation to compliance. Here are the questions that come up most often.
Accounting focuses on recording transactions and preparing financial statements. Business advisory is forward-looking and strategic—it helps you plan, forecast, make decisions, and grow. We use accounting data as the foundation, but advisory is about insight, strategy, and guidance.
Cost depends on the scope of work, complexity of your business, and frequency of engagement. Some clients engage monthly for ongoing advisory; others use project-based advisory for specific initiatives (e.g., succession planning or acquisition support). We’ll discuss options and pricing during your discovery meeting.
This is customised to your needs. Many clients opt for monthly strategy reviews, especially when implementing new dashboards or in growth phases. Others prefer quarterly check-ins. We can also support ad-hoc on specific issues. You decide the cadence that works best.
Absolutely. In fact, this is one of our specialities. We help you understand valuation, identify areas that make the business more attractive to buyers, structure the deal tax-efficiently, and prepare financially for the transition. Starting 1–2 years before a planned exit is ideal.
Not necessarily. We work with businesses from $500k to $20M+ revenue. What matters is your commitment to growth and willingness to engage strategically. If you’re serious about scaling or improving, we can add value at any size.
Yes. If you use another accountant, we can work collaboratively. You might use Trinity for advisory whilst your accountant handles compliance. We’re used to team approaches and will ensure good communication and coordination.
