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 and bookkeeping
        I've had a fantastic experience with Trinity Accounting. The team is extremely knowledgeable and professional, ensuring that every detail is handled with precision. They've been incredibly helpful with tax preparation, and bookkeeping, offering clear and concise advice that has significantly benefited my business/personal finances. Their responsiveness and attention to detail set them apart. I highly recommend them to anyone in need of reliable and efficient accounting services.
        Tax problem solver
        This man is a wonder worker, he helped me with my tax repayments. I was worried about not being able to get the most out of my tax repayments, I then reached out to Ramy from Trinity Accounting he asked me to meet him at his office. He helped me understand the whole process and I was confident to go ahead with his services. I Highly recommend Trinity Accounting!
        Real business advice
        I had a great experience with Trinity Accounting! The team was professional, quick to respond, and really knew their stuff. They took the time to understand my financial needs and gave me advice that truly helped my business. I highly recommend Trinity Accounting to anyone needing reliable and efficient accounting services. Thanks, Trinity!
        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.
        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
        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.

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