YBM are a key player in our management team
Over the years, YBM has become an important part of our team. Not only do they provide high quality accounting services but their business services have also been of tremendous value. The last two years have seen us conduct monthly advisory meetings with YBM, focusing on performance, measurement and strategy. We specialise in a wide range of products, from shades and shelters to grain bunker tarps, to saddlery and clothing, so it has been invaluable to monitor how each part of the business is travelling.
YBM have helped us with superannuation advice, have provided forecasts crucial to securing trade finance, have steered us with regards to business structure and have always been willing to answer our questions. We really feel that YBM have enabled us to gain control of our finances, our business and the key drivers of profitability. YBM are much more than just tax and accounting, they are a key player in our management team. Thanks YBM!
A supportive relationship that’s solutions-driven
Central West Financial Solutions started working with YBM in 2007 when they provided advice and assistance with the merger of our two businesses. I honestly think that without them the merger may not have happened. They understood what was required to ensure the transaction occurred smoothly and in an equitable and fair manner. Since then, our business has grown into a very successful financial planning practice with the YBM team providing business, accounting and tax advice for our business and personal needs.
They can identify potential problems in advance and investigate them accordingly to ensure there are no surprises further down the track. This approach gives us great confidence in their abilities and the services they offer and, importantly, to our mutual clients.
Practical business advice with one eye always on the future
First National Bathurst started working with YBM in 2013 for business advisory, bookkeeping, compliance and SMSF’s. From the day we met, they’ve provided us with the service we require as an expanding real estate business. As the business had grown rapidly in less than two years, we required an accountant who could work with a forward-thinking outlook. The YBM team have provided this well beyond our expectations and really delivered results.
We are particularly impressed with their absolute commitment to our business. They listen and understand our needs and work hard with us to implement systems that are productive and effective. Their customer service is commendable.
YBM initiated Xero set-up for us and it has dramatically improved our business on all levels. We were previously working historically and relying on an integration of various software packages to assist with forecasting etc. Xero has not only saved us money on our day-to-day accounting, but provides us with the correct information to forecast and plan for the future.
A business partnership founded in practical advice
I’ve used YBM for accounting and financial business advice from the beginning for both my businesses – Iglou and Jumbled. Every time a new event has happened in my life and my businesses, I’ve consulted with YBM – start-up, expansions, house purchase, baby, renovations, another new business start-up, renovation, relocation, online setup, new POS systems in-store… We’ve been through the ups and downs together!
They’re not your typical accounting firm because they truly care about my businesses and are excited by the future. I can always rely on YBM to give me the best possible advice that’s honest and easy to understand.
I see them more as a business partner than my accountant. I feel like I’m in very safe hands and feel energised after a meeting with them as they teach me new ways to improve operations and highlight areas I need to focus on. I get the information and advice I need instantly, whether it’s a simple question or a more complex one. They really understand my businesses and the environment in which I operate.
Xero has made a huge difference. It’s more time-efficient than my previous system and allows us to see how my businesses are performing at all times.