Why Are We Different?

Small enough to care, big enough to cope

An Accountant dedicated to your business success and financial security

Sofra Partners was established by Terry Sofra  in Shepparton to provide local businesses with traditional Accounting and Taxation services. Over the years our business has expanded to now include over 30 staff and has a rapidly growing Melbourne Office based in North Melbourne.

Our passion for helping small businesses achieve business and financial success has seen us increasingly work with new and established businesses in Melbourne and Shepparton. We work with committed and proactive and ambitious business owners who are looking for an Accountancy partner who is dedicated to growing and protecting their business.

Over the years we have responded to our customers needs by providing a range of financial planning and wealth creation services to our clients.

Terry Sofra, Glenn Trickey and Tracey Sofra

Our Promises To You

  • All of our fees are fixed.
    No more nasty surprises on your next billing date, we’ll agree with you in advance a figure that you can afford.
  • All Support is FREE and Unlimited.
    Need a word of advice? Call us, its included in your low, fixed, monthly fee. This includes access to the partners of the firm, whenever you need them.
  • Pro-active and innovative.
    Sofra Partners is a pro-active and innovative accounting and advisory firm focused on creating long lasting relationships with our clients.
  • Your Personal Business Coach.
    Rather than just have an accountant, our business clients should enjoy a ‘business coach’ relationship and become a valuable asset to your business.
  • Committed to Excellence
    From compliance to consulting we have a commitment to excellence.
  • Personal service and expert advice
    We aim to be active in understanding our clients’ individual needs and provide advice that is both technically sound and success driven.
  • Confidentiality and Integrity.
    We guarantee clients the highest level of confidentiality and integrity in relation to their financial affairs.
  • Our clients come first.
    Our clients are never too small or insignificant and no job is too hard or too small.
  • Informed and up to date with the latest tax laws
    With the tax laws constantly changing our team members undertake extensive professional development to keep their skills at the forefront of current standards and practices.
  • Friendly and courteous.
    At all times provide friendly, courteous and personal service from an enthusiastic team who endeavour to deliver quick turnaround of compliance work.
  • Always accessible.
    To be accessible which includes returning client calls promptly and recognising that clients’ needs often extend outside regular business hours.

How We Help Your Business?

Always Accessible

We have the very best people ready and waiting to help you exceed your business expectation. We know what’s required to create a Win-win relationship. And that’s why all our support is FREE and unlimited. So, if you have an urgent question or just a quick query, everyone here is ready and willing to help you. And that includes the partners of the firm, who you have direct access to whenever you need it.

Your Virtual CFO

We add value – not just numbers. Business owners engage us because we take the time to understand their unique challenges and needs, and provide tailored solutions to help them achieve their goals faster. We are able to work with you closely as a mentor, providing you expert advice to give your business the advantage that it needs and demands. And that’s where we really make the difference.

Expert Advice

We talk from experience, not opinion. The practical experience that comes for working with and helping many 1000’s of clients achieve their full business potential and with building our own successful business over many years, means you can listen to our advice with confidence. We also know that people do business with people they trust.

No Fee Surprises

You will wave goodbye to those unreasonable accounting bills that so many Accountants are guilty of. And that’s because all our fees are fixed, so you will never get any nasty surprises. And to prevent you getting one bill at the end of each year, you can pay us a low monthly fee, easing your cashflow.

Your Financial Success

Where we really differ is how we work with our clients and the strong emphasis we place on the relationship, putting your needs ahead of our own. This means we will be there with you when you need us most, ready to provide imaginative and resourceful solutions to your financial challenges. Including those challenges, you didn’t even know existed. We want to go that extra mile so you succeed.

Smart Solutions

Grow your business with less stress. We only work with growth-focused businesses where we can add real value – so we’re not seen as an expense, but as a valued business growth partner. Smart strategic direction providing sensible and logic solutions.

What Our Clients Say?

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

    Kevin Apollo Patios Victoria