Client outcomes

How We've Helped Clients

Different industries, different challenges, same approach to fixing them.

Case studies

Real Stories From Our Clients

  • Hope Community Services

    Not-for-Profit
    $1.2M
    In grants acquitted with Virtual CFO support

    The Challenge

    A community services NFP with eight active grants, no consistent acquittal process, and a board asking sharper financial questions every meeting. The CEO was spending nights pulling numbers together.

    Our Solution

    Stepped in as Virtual CFO, built repeatable grant acquittal templates, set up a monthly board pack format, and tied everything into ACNC compliance.

    The Results

    • $1.2 million in grants acquitted with zero compliance issues
    • Monthly board pack the CEO no longer has to write
    • Clean ACNC submissions every year
    • Capacity to apply for two new grants the following year
    • PixelDesk Software

      IT and Tech
      5x
      Growth supported by our Virtual CFO

      The Challenge

      A rapidly growing software company that had outgrown its bookkeeper. R&D claims were being missed, the founders wanted to bring on equity-holding employees, and the structure had not been reviewed in years.

      Our Solution

      Restructured for scale, set up proper R&D tax incentive claims, advised on an employee share scheme (ESS) framework, and put monthly management accounts in place.

      The Results

      • Revenue grew 5x without a compliance hiccup
      • R&D tax incentive claims maxed out and ATO-ready
      • ESS framework approved and adopted by 6 employees
      • Investor-ready financials when the time came to raise
      • Little Steps Early Learning

        Childcare
        $32k
        CCS funding recovered through clean books

        The Challenge

        Repeated CCS reporting errors meant the centre was leaving subsidy on the table and worrying about an ACECQA audit. The director wanted to focus on educators, not spreadsheets.

        Our Solution

        Rebuilt the CCS reporting process from the ground up, set up audit-ready record keeping, and implemented monthly budget vs actuals reviews.

        The Results

        • $32,000 in previously missed CCS funding recovered
        • ACECQA audit passed with zero findings
        • Monthly board reports the committee actually understands
        • Confident scaling decisions for the next centre

        What Our Clients Say

        The reviews speak for themselves.

        Sole traders, growing companies, and trustees who keep coming back. Here’s why.

        Tax return by phone
        I completed my tax return with Ramy over the phone. He was extremely helpful and we completed my return very easily. This is my first time with Ramy and I intend to get my future returns done by him.
        Business and personal
        Trinity Accounting Practice is knowledgeable and professional for business and personal finances, providing clear advice.
        Accounting made easy
        I've been incredibly impressed with the service provided by Trinity Accounting Practice. Their team is not only highly knowledgeable but also incredibly helpful and approachable. They've made the often-complex world of accounting easy to understand. I highly recommend them to anyone seeking professional and reliable accounting services.
        Pharmacy industry specialist
        Ramy at Trinity Accounting Practice has consistently delivered outstanding service from the very beginning. Even before I officially engaged his services, he took the initiative to offer valuable advice and identify potential issues, helping me start off on the right foot. Ramy is always accessible at times that suit my schedule, and he goes above and beyond to explain everything clearly while offering guidance that supports long-term growth. Highly recommend his expertise and dedication.
        Transport business specialist
        Really happy with the service from Trinity Accounting. Rami is super helpful, Professional, knowledgeable, and always quick to respond whenever I have questions. He's made managing my taxes and business finances way easier. You can tell he knows what he's doing, especially when it comes to working with small business owners in transport. Highly recommend!
        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.

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