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Welcome to
Forest House

Accountants and Advisors

Home: Welcome


About Us
 

At Forest House, we have over 30 years’ experience in providing accounting, corporate advice and business services to individuals and companies in many different industries in both Australia and Overseas. We have an entrepreneurial attitude to business and are focused on your success. 

 

We are a Perth, Western Australian based firm but work with clients both in person and remotely in every major city in Australia, and across North America and South East Asia.

 

Through developing a thorough understanding of your values and objectives we will provide you with fresh, timely and cost-effective business solutions.

 

Ask us about our accounting, corporate, business advisory and taxation services.

​Forest House offer the services of highly qualified Certified Practicing Accountants, Chartered Accountants, Chartered Secretaries, and Bookkeepers.


Our team members are members of the Certified Practicing Accountants of Australia, Chartered Accountants Australia and New Zealand, the Governance Institute of Australia, Australian Institute of Company Directors, and the Chartered Professional Accountants of Canada.

Perth

Our Services

We Make Your Business Our Business

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Taxation, GST & BAS

 

Forest House prepares individual, trust, and small business tax returns, ensuring that you claim every deduction that you are entitled to, so that you get the refund you deserve. Each return is carefully prepared by a professional accountant, who is up to date with the latest changes to tax laws and their application, and updated tax rulings from the Commissioner. They can also answer any Goods and Services Tax (GST), capital gains or other taxation queries. We lodge all tax returns electronically so that you receive your refund within 14 working days or less, after checking for accuracy at our office.

 

The GST is a part of business life, whether you are a sole trader or a large company. The Forest House team can attend to all of your business and GST related needs including Australian Business Number (ABN) and GST registration, and preparing and lodging Business or Instalment Activity Statements (BAS).


Accounting and Bookkeeping

 

 At Forest House, we strive to provide the highest quality accounting and bookkeeping services at the most affordable prices possible. Our advisors provide individualized services to help alleviate your financial uncertainty and stress. We offer a fixed price per month solution so you know in advance what your bookkeeping fees will be. With many years of experience, our experts have the knowledge and expertise to handle any situation.  

How do we work?

Simple. We schedule an in person or online meeting between you and your account manager to determine what your requirements are. We then agree on the fixed monthly fee and begin your accounting and bookkeeping immediately.  If you prefer an hourly rate, we can do that to.

Access and Support

Through our virtual online portal, we give you complete access to your financial records anytime and anywhere. If you have any questions, our highly trained staff is here to support you.

Peace of Mind

Most of all, we want you to feel comfortable and confident in the knowledge that you have found a partner that is dedicated to helping your business succeed. We know that you would rather focus on growing your business than doing your accounting and bookkeeping.

That’s why we are here!

Business Owner
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Corporate Advisory

 

Forest House's Corporate Advisory Team specializes in advancing businesses, whether aiming to grow privately or transition to the listed arena. Since 2004, Principal Jay Stephenson has been involved in over 60 successful ASX listings.

Our areas of expertise include:

  • Business strategy and planning

  • Business and project appraisal

  • Mergers and acquisitions

  • Readiness assessment for listing on Australian or overseas exchanges

  • IPO project management

  • Backdoor listing (Reverse Takeover) project management

  • Capital requirements and structure advice

  • Introduction to equity and debt providers and capital raising management

  • Organization of investor roadshows

  • Due diligence services

  • Liaison with regulators


Company Secretarial

 

Forest House offers a complete range of company secretarial services for both listed and unlisted companies to ensure governance obligations are met.

We provide one-off or ongoing services including:

  • ASX Liaison: Liaising with the Australian Securities Exchange and drafting company announcements.

  • ASIC Compliance: Support for Australian Securities and Investments Commission compliance.

  • Financial Reports: Lodgement of general-purpose financial reports.

  • AFSL Applications: Assistance with Australian Financial Services Licence applications.

  • Statutory Records Maintenance: Keeping corporate volumes up-to-date.

  • Share Registry Maintenance: Managing share registries and processing changes.

  • Directors' Obligations: Drafting and filing resolutions, attending to directors’ minutes.

  • Secretarial Services: Adopting new constitutions, company type conversion, deregistration, register reconstruction, share/unit transfers, and ASIC documentation.

  • Meeting Procedures: Preparing board meeting agendas and information packs, and attending to meeting minutes.

  • Registration and Name Changes: Registering companies, reserving business names, conducting title searches, and changing company names.

  • Representation: Acting as a local agent for foreign companies and serving as an independent director or secretary.

  • Registered Office Services: Providing address and phone services.

Business Meeting at Small Table
Working with Financial Documents


CFO

 

Forest House offers businesses the opportunity to outsource some or all of their financial functions through its CFO service. This allows business owners to focus on growing their core business while Forest House handles financial management.

 

The level of service is tailored to your needs and includes:

  • Full access to highly qualified and experienced accountants

  • Statutory financial reporting services

  • Non-statutory financial reporting, such as profit and loss statements and balance sheets

  • Monthly board reports, including monthly accounts

  • Weekly management reports, including working capital and debit/credit review

  • Audit preparation services

  • Acting as Chief Financial Officer or Financial Controller

  • Focus reporting/business health performance checks

  • Competitor analysis

  • System improvement health checks


Finance and Business Services

Our team of CPA and CA qualified accountants offers extensive experience in various business services, providing specialist advice and services in:

  • Finance applications

  • Capital raising

  • Cash flow and profitability advice

  • Profit and loss projections

  • Business structure advice

  • Succession planning

  • Guidance on starting a new business or buying an existing one

Finance Consultancy
Interested in a personalised chat
about how we can help?

Helpful Tips

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Forest House

Mt Hawthorn Address
L1 389 Oxford St Mt Hawthorn WA 6016

Perth Hills Address
1510 Mills Road Glen Forrest WA 6071

Postal Address
PO Box 180 Glen Forrest WA 6071

Email
hello@foresthouse.com.au

Phone

+61 412 474 180

©2024 by Forest House Accountants and Advisors.

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