The business partner you’ve
been looking for.

Why invest in Trinity Next Level.

Around 80% of small and medium businesses (SME’s) cease trading within the first five years leaving devasted owners with regret over years spent financially struggling and sacrificing family time for little reward or even an ongoing debt burden.  

Unfortunately many of the remaining 20% still in business never reach their full potential, trapping their owners into being “self-employed” always working at the coalface, and falling out of love with the original dream of their business providing fulfillment and financial freedom. 

A key reason for these failures in SME’s is the lack of strategic financial planning and risk management.  Often SME’s reach a critical point in their life cycle, where their owners don’t have the knowledge and experience needed to successfully navigate the next business opportunity or obstacle without expert help and guidance.

At Trinity, our next level accounting services provide significant value to clients as it helps them understand their current financial position through regular management reports and meetings, and providing proactive practical advice on actions to steer their business in the right direction.

Our practice offers:

  • Tax planning
  • Accounting & tax returns
  • Business Advice
  • Bookkeeping
  • Xero Training & Support

Are you ready to take your business to the next level?

Trinity Solutions.

Historically, the role of the Accountant is to provide end-of-year tax returns and out of date financials which is a cost with little benefit. This is not the Trinity Next Level Accounting way. We believe our passion for connection, innovation, proactive solutions and personalised service sets us apart.

In business, ‘challenge’ comes with the territory, whether it’s from the steady pursuit of strategic objectives, or addressing unforeseen circumstances. In either case, successful navigation takes leadership and commitment. At Trinity, our clients count on us to engage their inner entrepreneur to think bigger, dream bigger and place their business in the strongest position.  We truly feel working with our clients is a partnership and we have designed four different accounting monthly solutions to match the stages of your business life cycle. Our solutions grow with you and your business meaning our partnership lasts for life.   The adventures of owning a business are like riding a rollercoaster, full of highs and lows and unexpected turns. As your partners in Business, the Trinity Next Level Accounting team will be sitting there right next to you.

Each solution offers significant value in helping you understand your current financial position through regular management reports and one-on-one meetings. Regular business advice is invaluable in steering your business in the right direction to achieve its maximum potential.

Below are our tailor made solutions to match your business lifestyle.


Self Employed
Starting Up

This solution is for when you first launch your business and still doing most of the technical work yourself. Nearly every business owner starts here, but with this solution you will quickly learn about the key drivers in your business, how to manage cashflow and know your future tax position. The goal here is to quickly use this knowledge to build the foundations for scaling a sustainable business and move to the next level where your original business dreams become more real. Owners who don’t use this solution can spend years not knowing their financial position and if they manage to do well by luck rather than design, they often get large unexpected tax bills that kills cashflow.


Business Owner

Most owners reach a point where they have a team of 4-5 staff working for them, but long for the past where they had less clients and no staff! Ask this owner about their financial position and they say they are too busy to know!  This solution teaches clients how to stop working for their business and have their business work for them. As part of the management team supporting the owner in their position as CEO, we meet quarterly adding financial accountability to strategic decisions and helping business owners achieve financial freedom. Topics covered in the meetings include business planning, cash-flow, growth strategies, tax minimisation, development and nurture of the internal culture and systemisation of business processes.


Business Owner

At this level you know how to keep your customers happy with your great service and your staff love working for your business and the culture is strong and healthy. You are ready to stop thinking about what the business needs to do next week and instead focus on what the business should be doing in 6 months from now and beyond. 

You have lots of new ideas that haven’t been tested yet and you want the strategic financial support to test and measure changes you are making in real time. This solution is for when you have a great business that has the potential to still greatly improve with the help of a virtual CFO identifying problems and opportunities.       


Business Owner
Set Free

Gone beyond Evolved? You know that your free time is the most valuable resource and want more of it. You are still the driver of the company vision and now want help to scale and structure your businesses to operate without your day to day involvement. You need a monthly meeting with a virtual CFO for the best strategic financial advice in real time.  

This solution is designed to help you achieve the end goal where your business will be your legacy giving you ongoing financial freedom to live the life of your choice, that is your succession plan.        

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