Client outcomes

How We've Helped Clients

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

Case studies

Real Stories From Our Clients

  • 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
      • Beverly Medical Practice

        Medical Practice
        $24k
        Saved across partners through tax planning

        The Challenge

        A three-doctor general practice with messy income splitting, FBT exposure on company cars, and no formal partnership agreement. Each partner was paying tax differently with no clear logic.

        Our Solution

        Reviewed the practice structure end to end, set up service trusts where appropriate, formalised the partnership agreement, and tightened up FBT compliance on vehicles.

        The Results

        • $24,000 in combined annual tax savings across the partners
        • FBT exposure on vehicles eliminated
        • Partnership agreement that finally matches the reality
        • Quarterly partner meetings backed by clear financials

        What Our Clients Say

        The reviews speak for themselves.

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

        Friendly and professional
        I made an appointment to see Ramy to sort out my taxes. He was very friendly, helpful and professional, putting me at ease straight away with his knowledge and work ethic. For efficient and very professional service I highly recommend Trinity Accounting Practice.
        Significant tax savings
        I had a fantastic experience with Trinity accounting. I sought their help with tax preparation and financial planning, and they exceeded my expectations. The team was incredibly responsive, professional, and thorough, explaining everything in a way that made complex tax rules easy to understand. Thanks to their expertise, I saved a significant amount on my taxes and gained a clearer understanding of my financial future. I highly recommend Ramy Hanna to anyone in need of knowledgeable and friendly accounting support.
        Treats everyone equally
        Spoke with Ramy over the phone and I tell you what! I couldn't be more happier ! I know I'm not making as much as some businesses out there however, he has assured me that doesn't matter. Thank you Ramy. God bless
        Engaged for the long haul
        Ramy is thorough, transparent, professional and a true pleasure to deal with. I recommend his firm's services to everyone and will engage his firm long term. Happy client!
        Tax made easy
        Ramy and Kim made it so easy to complete my tax return is was a total pleasure dealing with them. It is so good to find someone who cares and knows what they are doing. Totally recommend them. Julie
        First-time tax client
        For our first experience getting our taxes completed by an accountant, Ramy was very welcoming and such a pleasure to work with! He made the process very easy and recommend to everyone else too

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