About Us
Established in 2014, we’re an enthusiastic boutique Chartered Accountant firm nestled in the heart of Adelaide, South Australia. With over 20 years of extensive experience offering personalised accounting and business advisory services. Our focus is our clients, ensuring they prosper in life and in business.
All our services are performed in Australia – no outsourced labour.
Meet the Team
Our dedicated team are committed to providing down-to-earth accounting and business advisory advice. Whether you have a simple tax issue, starting a business or complicated tax advice, we are here to help with every step of your journey.
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Director
Meet Marcus, a Chartered Accountant and Chartered Tax Adviser with a comprehensive understanding of all aspects of taxation. With a wealth of experience, Marcus provides expert guidance to businesses and individuals across various domains, including entity structuring, tax planning, tax advice on property matters, asset protection, and business succession planning.
Marcus embarked on his professional journey as a tax accountant at KPMG in Adelaide following the completion of his Commerce (Accounting) degree from the University of Adelaide. He further honed his skills during his tenure at PfA Chartered Accountants and later as a Partner at Worrell & Co, accumulating invaluable insights and expertise along the way.
Driven by a commitment to delivering proactive tax advice and tailored solutions, Marcus founded Bluestone Accountants and Business Advisers. With his astute insights and strategic approach, Marcus assists clients in navigating the complexities of taxation and business management with confidence.
Marcus's extensive experience, combined with his dedication to excellence, makes him a trusted advisor for businesses and individuals alike. Whether it's setting up new entities, devising tax-efficient strategies, or safeguarding assets, Marcus provides invaluable support to his clients, ensuring their success and security.
Professional Registrations
Registered Tax Agent
Chartered Tax Adviser
Professional Qualifications
Chartered Accountants of Australia and New Zealand
Bachelor of Commerce (Accounting) University of Adelaide
Honorary Appointments
Director/ Board Member of Live in the Now Foundation
Previous Honorary Appointments
Board member of IKON Institute of Australia
Treasurer of Sturt Sabres Basketball Club
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Manager / Business Adviser
Meet Sonia, Chartered Accountant, joined our team in 2019, she has gained extensive experience with many years in the business providing peace of mind to our valuable clients. Sonia loves working with a diverse range of clients spanning various industries, such as Franchising, Real Estate, Licensed Trades, Building & Construction, Medical and Allied Health whether it be providing tax advice to compliance, advising on cloud-based accounting solutions or business advisory.
She is committed to delivering excellence in service, coupled with her financial acumen, business insight and problem-solving abilities, enables her to provide clients with comprehensive advice on a wide range of issues and compliance matters with ever-evolving taxation and regulatory obligations. Sonia manages the services we provide with precision.
Qualifications
Chartered Accountants of Australia and New Zealand
Bachelor of Commerce (Accounting) Flinders University
Previous Honorary Appointments
Treasurer of Childhood Cancer Association
Treasurer of Sturt Sabres Basketball Club
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Manager / Business Adviser
Meet Michelle, a Chartered Accountant and Chartered Tax Adviser with over 15 years of experience working with business and individual clients across a wide range of industries, including Property, Medical, Hospitality, Retail and Professional Services. Known for her collaborative approach, Michelle particularly enjoys building strong partnerships with clients to identify their goals and develop strategies to achieve them.
With a deep commercial understanding of tax law and a big-picture mindset, Michelle provides practical solutions that align with clients’ professional and personal objectives. Her expertise encompasses business structuring, forecasting, tax planning and business advisory. Michelle also has a strong passion for leveraging technology to improve business processes, helping clients identify opportunities to enhance efficiency.
In a constantly evolving industry, Michelle is committed to staying ahead by embracing automation and innovation. In all her work, Michelle is dedicated to empowering clients with clear, actionable advice and innovative solutions, helping them navigate complexity with ease and confidence.
Professional Registrations
Chartered Tax Adviser
Professional Qualifications
Chartered Accountants of Australia and New Zealand
Bachelor of Commerce (Accounting) University of Adelaide
