Welcome to Gilligan Sheppard - your Premier Advisory Accountants

We are advisory accountants who provide expert recommendations, options, and strategies to help our clients and business owners achieve their financial and operational goals. Traditional accountants focus on tasks such as tax preparation, financial reporting, etc, whereas we offer all of that and additional forward-thinking services. This involves solving complex problems faced by the kind of people we work with—the curious, unorthodox, out-of-the-box thinkers who are always open to alternative solutions.

Strategic Financial Planning

Advisory accountants assist clients in developing comprehensive financial plans that align with their long-term goals and objectives. This involves assessing your current financial status, understanding future aspirations, and formulating strategies to achieve them. It may include analysing income, expenses, investments, debt, and savings to create plans that address specific financial needs and milestones.

Financial Analysis

Advisory accountants thoroughly analyse financial data to provide insights into your financial health and performance. This involves examining historical financial statements, cash flow projections, and other relevant metrics to identify trends, strengths, weaknesses, and areas for improvement. Advanced financial modelling techniques may be used to forecast future scenarios and evaluate the potential impact of various decisions.

Business Advisory

We offer guidance and support to your businesses across a wide range of financial matters. This includes assisting with strategic decision-making, such as expansion plans, product pricing, capital budgeting, and investment opportunities so you can relax knowing it’s all being overseen by experts. We can also provide advice on organisational structure, performance metrics, and operational efficiency so your business achieves its growth objectives.

Risk Management

We identify, assess, and mitigate financial risks that could impact your financial stability or success. This involves analysing potential risks associated with market fluctuations, regulatory changes, economic uncertainties, and operational vulnerabilities. We develop risk management strategies and contingency plans to minimise exposure and protect against adverse events.

Performance Improvement

Working closely with businesses, we evaluate and enhance their financial performance. This may involve conducting operational reviews to identify inefficiencies, cost-saving opportunities, and areas for revenue growth. We can recommend process improvements, resource allocation, and performance metrics tracking to optimise profitability and sustainability.

Tax Planning

Our in-house Tax Specialist team can develop tax-efficient strategies to minimise tax liabilities and maximise savings for individuals and businesses. This includes staying abreast of current tax laws, regulations, and incentives to identify opportunities for tax optimisation. We can advise on tax planning techniques such as income deferral, deductions, credits, and entity structuring to help you achieve your financial objectives while remaining compliant with tax obligations.

Specialised Services

Advisory accountants offer specialised services tailored to specific industries or client needs. This may include forensic accounting to investigate financial fraud or misconduct, litigation support to provide expert testimony in legal proceedings, and succession planning to facilitate smooth transitions of ownership or management within family-owned businesses. These niche services require specialised expertise and knowledge to address our client’s unique challenges and complexities.

We want to know your story

Traditional accountants may not mesh with people like you. We see beyond the numbers and data. We get people and ideas. You need a partner whose creative drive matches yours. We want to know your story, understand your business vision and how we can help you achieve it. We will not be a passive accounting partner; instead, we will challenge you, fight for and alongside you, and do whatever it takes to achieve better-than-expected outcomes.

If that’s what you’re looking for, then we’d like to work with you too.