Going beyond the numbers: How Michelle & Alan’s small business accountant helped build their future.

Running a business 364 days a year, Alan and Michelle Cooke knew the challenges all too well. Early mornings, long days, and the constant pressure of keeping a small business afloat. But, by partnering with their small business accountant, Senior Partner Michelle Malcolm, in 2010, they had the confidence and encouragement to think bigger and continuously grow their business, leading to the lifestyle they have today.

Michelle Malcolm’s professional accounting services went beyond the numbers. She didn’t just manage their finances; she became a trusted advisor. With her expertise in business advisory services, Michelle guided them through business financial planning and supported their business growth strategies.

"Without Michelle," says Michelle Cooke, "we probably wouldn’t have owned three franchises or bought two houses. She always looked for the next opportunity, always driven to help us improve."

With Michelle’s guidance, they tackled challenges head-on, grew their business, and maintained the work-life balance they had always aimed for.

Findex provided them not only with business accounting services, but with the network and know-how to think bigger. Michelle helped the Cookes prepare for their future through business succession planning and now the Cookes enjoy semi-retirement, confident in the tailored business financial planning that led to the life they have now.

"A lot of people have the skepticism that big companies aren't personal" says Alan Cooke, "right from the principals down to our team leaders and client managers who've worked with us, it's a really personable company and they collaborate well with all other aspects of their business. For us, it ticks all the boxes."

With their sights now on the future, the Cookes encourage other business owners to trust in a strategic small business accountant who offers more than just numbers. Whether you’re looking at how to grow your business or preparing for the next phase with business succession planning, having the best accountant for small business is key to achieving the life you want outside of your business, and financial freedom.