Stop Grinding. Start Profiting.

We slash tax bills of 7-figure businesses to the absolute minimum without crossing the line. You'll gasp when you realise how much tax you could have avoided over the years!

https://vimeo.com/251756191

Dear Entrepreneur

Do you sometimes feel that despite having built a successful business when it comes to numbers, you still don’t fully understand how your business works?

Do you have to chase your accountant to ensure the taxes are filed before they’re due?

Are you still unsure if your business is structured properly?

no-fees-icon

No fee surprises

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No tax bill
surprises

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No stuffy
accounting talk

Welcome to Sofra Partners

Terry Sofra

TERRY SOFRA

Director/ Senior Partner FCA, CPA, CFP

Tracey Sofra

TRACEY SOFRA

Partner/Financial Advisor, CPA, CFP

Glenn Trickey

GLENN TRICKEY

Partner/Financial Advisor, CFP

Trent Hadfield

TRENT HADFIELD

Partner B.Com, CA

Here's how it works:

Step 1
Book a free meeting

Step 2
Implement proven and easy to apply strategies

Step 3
Watch your business grow

YOUR FINANCIAL SUCCESS IS EVERYTHING TO US

It is very unusual to find an accountant that thinks outside of the box and leads you to business success and not just accountancy.

KEVIN
Apollo Patios Victoria

A very big factor in our business growth and success has been the guidance and knowledge of Terry and the innovative approach he has to not only accounting but finance and investments as well.

JACK & JULIE MADGWICK
Managing Directors, Strathmerton Drilling, Strathmerton, Vic

Whether you're in big or small business, the focal point should be on profit, it's not how much you make, but how much you keep.

SCOTT BUTLER
Managing Director, Stockdale & Leggo Real Estate, Shepparton

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https://vimeo.com/251756191

Anyone can prepare a tax return, we provide tax advise that could reduce your tax bill by 75%

If we can legitimately reduce your tax by half or more, would you be prepared to pay $20K?

Not ready to get in touch? Grab one of our free ebooks

choosing-accountant-book

The 7 Biggest Mistakes when Choosing an Accountant

Selecting the right accountancy firm is an essential component in the growth and success of any business. Yet it’s an often-overlooked step that is leaving many businesses at a disadvantage.

Download our free e-book to find out the crucial information when you are choosing an Accountant.

why-business-book

“Why Businesses Stop Growing & What You Can Do About It“

Terry Sofra and Steve Hackney show you exactly what you need to do to ensure that your business not only survives in any economy, but thrives:

why-business-book?
How to market and grow your business?
How to manage your growth and maximise profits?
choosing-accountant-book

The 7 Biggest Mistakes when Choosing an Accountant

Selecting the right accountancy firm is an essential component in the growth and success of any business. Yet it’s an often-overlooked step that is leaving many businesses at a disadvantage.

Download our free e-book to find out the crucial information when you are choosing an Accountant.

why-business-book

“Why Businesses Stop Growing & What You Can Do About It“

Terry Sofra and Steve Hackney show you exactly what you need to do to ensure that your business not only survives in any economy, but thrives:

why-business-book?
How to market and grow your business?
How to manage your growth and maximise profits?

BLOGS

Planning Your Cash Flow Budget

Planning Your Cash Flow Budget

An essential part to any business plan is the Cash Flow Budget.

This involves planning out the income and expenses you’re expecting from your business; it’s really important because you need to have a guide or something that you can work to. Also, when you’re providing business plans to banks and other financial institutions, they would like to see how you’re actually going to make money, and if it’s going to work out with business. Now, it’s important when doing a cash flow budget that you are realistic — it’s very easy to overestimate your income and underestimate your expenses — so one key thing is to be realistic.

Tracey Sofra Wins Financial Planner of the Year

Tracey Sofra was announced as the Financial Planner of the year in the 2017 Women in Financial Services Award. This award looks to recognise an outstanding female professional working in financial planning.

Larger Corporations Are Becoming Increasingly Slow Payers: Here’s how to lessen the pain!

Larger Corporations Are Becoming Increasingly Slow Payers: Here’s how to lessen the pain!

We are seeing a growing trend experienced by our SME clients whom provide services to large companies, this is the large corporations are pushing out their payment terms. We have …

Larger Corporations Are Becoming Increasingly Slow Payers: Here’s how to lessen the pain! Read More »