Your accountant for the next decade, not the next return.
A four-person firm in Beverly Hills. Tax, BAS, SMSF, bookkeeping, and Virtual CFO — led by the same principal who reviews your work in October.
What you get on the call
- A direct conversation with Ramy — not a junior
- An honest read on your current structure & tax position
- What to fix before EOFY — specific, not generic
- A clear next step, whether or not you engage us
Three reasons our clients stay.
Some have been with us fifteen, twenty years. Here's why.
Longevity that compounds
Twenty-three years in practice. Same firm, same principal, same standards since 2003. The work compounds — so does the trust.
Everything under one roof
Tax, books, advisory, SMSF, Xero. One team that knows your business. No handoffs, no missed details, no questions you answer twice.
We pick up the phone
You get a name, a direct line, and someone who actually knows your file. We call when something needs attention — not just at lodgement.
All your accounting under one roof.
Tailored services for individuals, small business owners, and SMSF trustees across Sydney.
Individual Tax Returns
Every deduction you're entitled to — PAYG, sole trader, investor, or all of the above.
Business Tax Returns
Sole traders, partnerships, trusts, companies. Coordinated across structures so your group works as a whole.
BAS & GST
Reconciled against your books and lodged direct to the ATO. PAYG instalments managed alongside.
SMSF Accounting
Financials, returns, audit coordination, trustee training. Plus LRBA setup and pension transitions.
Bookkeeping & Xero
Reconciliation, payroll, super, AP/AR. Done weekly or monthly so BAS is always ready.
Virtual CFO & Advisory
Forecasting, board reporting, and strategic advice for businesses and not-for-profits.
A simple three-step process.
No layers of account managers. No surprises mid-year. Just one principal who knows your business.
Discovery call
A conversation to understand your business, pain points, and what good looks like 12 months from now.
Onboarding & setup
We configure your reporting, forecasting, and month-end close so the numbers tell a clear story.
Ongoing partnership
Compliance on time, strategy when it counts, and a principal who actually picks up the phone.
The reviews speak for themselves.
Sole traders, growing companies, and trustees who keep coming back.
"They have helped streamline my business finances, providing clear and actionable advice. A top-notch accounting firm."
"Ramy provides top-notch service for construction companies. Ramy's advice has been invaluable for my business."
"Spoke with Ramy and I couldn't be happier. I know I'm not making as much as some businesses, but he assured me that doesn't matter."
The clients we take on, we keep — sometimes for twenty years.
We do not chase one-off jobs. We build long-term relationships, watch for trends, and flag issues before they become problems. The best accounting work compounds over time. So does trust.
Questions clients ask us most.
How long has Trinity been operating?
We've been serving Sydney businesses since 2003 — over 20 years from our Beverly Hills office. Same firm, same principal.
Do I need to be located in Sydney to work with you?
No. We work with clients across Australia using cloud tools like Xero, SuiteFiles, and Karbon. Location is rarely a barrier.
Are you a registered tax agent?
Yes. Trinity is a Registered Tax Agent. Ramy Hanna holds Fellow memberships with IPA, TIA, and NTAA, plus Xero Certified Advisor status.
Which industries do you specialise in?
Not-for-profits, schools, construction, healthcare, professional services, and SMSFs — with specialist depth in each.
What does it cost?
Fees depend on the scope of work. The discovery call is complimentary and we quote a fixed fee before any engagement begins. No surprises.
How do I get started?
Book a free 30-minute strategy call below or call (02) 9543 6804. We'll discuss your needs, answer questions, and recommend the right approach — no obligation.
Ready to make a change?
Book a free 30-minute strategy call with Ramy. No obligation, no junior staff, no script.
Book a Free Strategy Call