Conscious Wealth Creation
Last updated★ 5.0 · 8 Google reviews
Conscious Wealth Creation is an accounting firm based at 1 Martin Place in the Sydney CBD, run by Marianna Agostino. It offers tax, bookkeeping, payroll and business advice, with over 15 years of corporate accounting, business management and consulting experience. Clients most often mention the personal, ongoing support they get through the year.
Mentoring alongside the books
Besides tax and bookkeeping, the firm runs mentoring sessions for individuals and business owners on budgeting, financial goals, investment structuring and business operations. It also offers CWC Lite, which is linked to a one-month free bookkeeping offer, and a Multi Entity Health Check.
Services from Conscious Wealth Creation
Tax
Business services
The firm handles income tax returns and business tax compliance, including fringe benefits tax, GST and capital gains tax, along with payroll tax and financial statements. Bookkeeping is offered as a regular, fixed-price service that covers reporting, GST lodgements, payroll and management meetings. Beyond compliance, it helps with business planning, structuring, forecasting and budgeting, and it runs Xero set-up and training. Registered office and ASIC agent services are also offered.
What customers say about Conscious Wealth Creation
- 💬Customers say the team explains things clearly and patiently.
- 💬Customers say they get friendly, responsive support through the year.
Tips for visiting Conscious Wealth Creation
- ✓No fees are published, so ask for a quote before committing to a tax or business service.
- ✓Start with an initial consultation to see whether the firm's approach suits your business.
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FAQ about Conscious Wealth Creation
Does Conscious Wealth Creation work with freelancers?
Yes. It says it works with clients from freelancers and entrepreneurs through to designers and startup founders.
Who runs Conscious Wealth Creation?
Marianna Agostino runs the firm through Marianna Agostino Pty Ltd.
Is Conscious Wealth Creation a traditional accounting firm?
No. It describes itself as not a regular accounting practice, and says it looks beyond the books at the wider business.