Level 17, Angel Place, 123 Pitt Street, Sydney, NSW, Australia
Tailored Business Concierge Services

Concierge Services

Metis Concierge provides a full suite of value-added services by leveraging our extensive network of referral partners. This collaborative approach ensures that you receive a seamless, end-to-end solution tailored to address all of your business and financial management needs, from start to finish. Whether you require specialised financial advice, strategic planning, or operational support, our integrated network is designed to deliver comprehensive solutions that drive your business forward.

Dedicated to Your Success: Expertise and Excellence in Every Service

Our services are more than just solutions; they are a partnership where your success is our success. Experience the convenience, efficiency, and peace of mind that comes with choosing us as your trusted partner.

Features & Benefits

  • CIO Strategic advisory and hardware/software solutions
  • Financial planning and investment advisory
  • Procurement Services – Supplier selection & contract negotiation
  • Insurance services
  • Strategic marketing and Communications
  • Capital raising
  • Asset financing, term loans, overdrafts and other financing options
  • Compliance services – Audit, Taxation & Other Regulatory
  • Legal services
  • Business acquisition or sale brokerage
  • Government R&D and Export marketing grants

Why Choose Metis?

  • Founders former “lived” corporate experience in leading successful businesses in both local and asian markets
  • Experience in navigating complex legal, regulatory, business and cultural diversity in established and asian markets.
  • Our international presence and experience mean’s we will go and deliver for our clients in off shore markets
  • Assist international business owners a pathway and support to markets in our region
  • Creating and building the best & brightest talent in business and leadership roles.
  • Creating clarity in strategic thinking and delivering business plans with achievable, sustainable and successful outcomes.
  • Eye for numbers, presenting with clarity & simplicity the critical financial information underpinning business financial performance.
  • Regular, Face to Face engagement. We believe in being involved as much or as little as required, because we care about and are empathetic to business owner’s challenges, responsibilities and obligations.
  • Our experience, engagement and market relationships, enables us to cut through on important contractual, business, banking and other stakeholder negotiations, relationships to achieve the best possible outcomes.
  • Our ability to engage the best and brightest professionals in critical technical business, taxation, financing and strategic planning for our clients business.
Testimonials

How We Helped Our
Clients

Contact Us

Schedule a Complimentary 15 Minute Strategy Session With The Team.

Connect with one of our advisors today to discuss your business needs and discover how we can help you achieve your goals with a free 15-minute strategy session.

FAQs

Frequently Asked Questions

What are Accountant Concierge Services?

Accountant concierge services are personalised financial solutions designed to assist individuals and businesses with managing their financial affairs. These services may include tax planning, financial reporting, budgeting, and more. The goal is to streamline financial tasks, allowing clients to focus on their core business operations and personal priorities.

What Do Accountant Concierge Services Include?

Accountant concierge services provide a range of tailored services, including tax preparation, financial analysis, strategic planning, budgeting, and other advisory services. These services are designed to help clients manage their finances more effectively, ensuring compliance and supporting long-term financial health.

What Does an Accountant Concierge Do?

An accountant concierge offers comprehensive financial services, handling everything from day-to-day bookkeeping to more complex tasks such as tax planning, investment advice, and strategic financial decision-making. They provide ongoing support and guidance to ensure clients’ financial needs are met in a timely and efficient manner.

How Can Accountant Concierge Services Help My Business?

Accountant concierge services help businesses by offering expert financial guidance, ensuring proper tax compliance, managing cash flow, and providing insights into cost reduction strategies. These services can optimise your financial operations, improve profitability, and reduce stress by taking care of complex financial tasks.

What is the Cost of Accountant Concierge Services?

The cost of accountant concierge services varies depending on the scope and complexity of the services provided. Pricing can be based on an hourly rate, a fixed monthly fee, or a customised package, depending on the client’s needs. For businesses, concierge services are often available through subscription models or tailored agreements.

How to Use Accountant Concierge Services?

To use accountant concierge services, clients typically begin by booking an initial consultation, where they discuss their financial needs and goals. After assessing the requirements, the concierge team tailors a solution, which may include ongoing advisory, tax services, or complete financial management. You can reach out to your concierge team as needed for specific services.

Finance & Capital Raising
Metis helps you optimise your readiness to raise capital, secure loans, or access grants for investments, growth, and business sustainability.
Professional Bookkeeping & Accounting Solutions
At Metis Sydney CBD, our CPA/CA-qualified accountants have an impeccable record of providing outsourced bookkeeping services, giving you more time to manage and grow your business.
Your Tax & Audit Partner
Taxes impact everything from your income and investments to your superannuation, home loan, and estate planning. As registered tax agents, we aim to minimise your personal and corporate tax exposure.
Corporate Secretarial Services
As a registered ASIC Agent, Metis handles your corporate secretarial obligations, allowing you to focus on growing your business. We provide expert advice and practical assistance to help manage your statutory obligations.