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Enterprise-Level Advisory Services, Tailored to Meet the Needs of Family Business

Our staff have deep expertise in tax and finance. Many of us also have a background working in and with small and medium business.

We understand the unique challenges family businesses face. And we don’t believe getting clear, quality advice should be one of them.

How We Help

Optimising Your Taxes

Tax law is complex. The right tax advice is critical to making sure your business doesn’t pay more than necessary.

We don’t just review your tax return for missing deductions.
We analyse your business from the ground up to ensure it’s structured to maximise profits and minimise tax.


Your Incra Group advisor is your partner, making sure you understand your options and offering practical advice to
optimise your outcome.

Services Include

  • Tax Reviews
  • Capital Gains Tax (CGT) Advisory
  • Small Business CGT Concessions
Bookkeeping
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Building Equity

Your business is one of the greatest investments you
will ever own. Learn how to maximise its value.


We’ll help you build a thoughtful, thorough plan to build your personal and business equity. Whether you want the equity for short-term financial goals or long-term wealth creation, your advisor will give you a deeper understanding and more confidence in your decisions.

Planning Your Exit

When preparing to exit your business, you don’t want to see your years of hard work go to waste.

Whether you’re planning to sell or to pass the baton to a handpicked successor, you need a plan for a smooth transition. Your advisor can help you map the key milestones to maximise returns, build equity, and structure a tax-effective transfer to new ownership.

Services Include

  • Business Valuation
  • Structuring a Business to Prepare for Sale
  • Merger and Acquisition Advisory (for both buyers and sellers)
Cashflow Planning
Increasing Profits

Growing Your Business

You dream of expanding your business’s reach. We help make that dream an achievable plan.

We work with family businesses of all sizes to find and create opportunities for growth. There are no one-size-fits-all solutions; our customised support is designed for your specific goals.

Services Include

  • Market Focus
  • Internal Operations for Growth
  • Merger and Acquisition Planning
  • International Trade Advisory (including setup and management of offshore branches)

Our Goal:
To See You Reach Your Goal

Not sure what kind of services you need? No worries.
Share your goals and we’ll help you reach them at a level of investment, speed, and risk you’re comfortable with.

Or call us at 1300 040 808

Increasing Your Profits

A lot of profit advice is oversimplified. We take a more holistic view than simply telling you to sell more or spend less.

Profitability strategies can be affected by your long-term goals, your business structure, and the financial landscape. We’ll dig into the details to offer custom recommendations tailored to your unique vision.
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Improving Your Cashflow

When times get turbulent, liquidity gives business owners stability and security.

We optimise your operation to increase the availability of cash on hand. You’ll learn how to proactively manage your cashflow and increase your cash reserves, safeguarding your business and laying the groundwork for future expansion.

Protecting Your Assets

Every business owner’s nightmare is an unjust claim or lawsuit that threatens to take their business away.

There are many risks and challenges in the business landscape, from obscure legal hazards to hidden liabilities. Your advisor can help you structure your business and investments to protect
your assets.

Services Include

  • Risk Management and Minimisation
  • Setup and Strategy for Self-Managed Super Funds
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Advisory Services That
Grow with You

Many businesses are caught unprepared for the stressful new challenges growth brings. As the business grows, these problems compound.

The advisors who got the business to the growth stage often lack the depth and breadth to take it farther. They simply don’t know how to help you navigate the next level. You don’t have to worry about outgrowing the Incra Group. As your needs change, our services keep pace.

The wealth of knowledge and experience on our team stands ready to address the challenges your business may encounter at every stage.

If you’re interested in an experienced financial partner who will:

  • Listen to truly understand your business
  • Minimise taxes while maximising profitability
  • Guide your business from startup to succession planning
  • Offer practical advice on business structure and compliance
  • Proactively point you toward opportunities to benefit your business
Get in touch to see if Incra Group is a good fit for you.

Or call us at 1300 040 808

Hear From Our Clients…

We have been impressed with their aptitude to go beyond what you would expect.

Since starting with Incra Group, we have been impressed with their aptitude to go beyond what you would expect from compliance accountants and get into the detail on meaningful projects that have delivered substantial results, they have also shown a lot of interest in the strategic focus of the business and been able to offer great advice ahead of time

Nathan-Cruickshank
Nathan Cruickshank

Sales Manager, Netco

Incra Group have proved to be invaluable partners to our business journey.

Incra Group have proved to be invaluable partners to our business journey, proactively minimising our tax and providing the advisory services we need. Their experience in the construction industry, flexibility and ability to provide quality advice quickly on key Risks and Opportunities as they arise makes them a good choice for anyone particularly in the Construction Sector looking to ensure they’re getting the level of accounting and tax expertise they really need

Ben Young
Ben Young

Sales Director, TranEx Solar Pty Ltd

Having transitioned to Incra just over 12 months ago very seamlessly, we haven’t looked back. Owning a small business experiencing continual & rapid growth, we required confidence in a professional, prompt, pro-active, multi-personnel accounting firm; Incra has delivered on this. We also receive regular advisory services beyond compliance, this provides us with the confidence in reviewing performance, looking ahead and decision making. A good fit for us!

Benjamin Kennard
Benjamin Kennard

Managing Director , AMES Direct

Highly recommend Royce + the great team at Incra.

Before we signed up with Incra Group, things didn't feel 'in control' on the finance front - we were frustrated with not being up to date with reporting, monthly accounts were not streamlined, and we were needing financial advice we could rely on for key strategic items so we could make fast decisions. Incra group have provided the confidence we need to
make key decisions fast, providing solid advice which could trust, and helped train the team to produce internal monthly reports, including providing templates & methods, along with regular check-ins to ensure we are on track. The result is that we now feel confident that we have our 'financial house' in order and can rely on getting sound advice when we need it. Highly recommend Royce + the great team at Incra.

Rodney Doven
Rodney Doven

Corporate Services, Asset Building Systems Australia

Ready to Take Control of Your Business Finances and Realise Your Objectives?

Incra Group is dedicated to providing transformative strategic business and accounting advice, elevating your business's bottom line and propelling you toward your goals. Whether assisting with intricate business matters or furnishing practical, strategic, and profit-oriented frameworks for your growth, our team stands prepared to offer grounded advice that yields tangible results.

or call us at 1300 040 808