About Us

JTU Accounting Group has a long and proud history of servicing the local Canterbury business community as well as the business and farming community in Alexandra in north east Victoria.

Jim Ulrich started as a sole trader after a career in large, medium and small accounting practices.  During this time he was able to gain extensive knowledge in the requirements to run, manage and assist owners in running businesses and, more importantly, how to grow the business profitably.  

After deciding to be more proactive in assisting business Jim commenced Jim Ulrich & Associates Pty Ltd. It was established in the eastern suburbs of Melbourne in 2003 to service the accounting and taxation needs of local small business owners. Two decades later the practice has grown significantly and built a reputation for delivering quality service and advice to small to medium sized businesses. We now provide an extensive range of business, taxation, accounting and financial services to meet our clients ever changing needs.

The team are continually seeking and implementing new ideas and utilising modern technology to improve efficiencies so we can spend more time helping our clients grow and develop their businesses and farms. 

While the personnel have changed over the years, our commitment to provide timely, quality and affordable professional advice, exceptional value and service remains a constant.

We believe in ‘personalised’ service and unlike most accountants we like to visit clients at their work place to get detailed knowledge and understanding of their business, their services and products plus put a face to their staff. Being a very proactive firm, we engage with the needs of our clients and are able to service them with a range of new products and services.

We have grown from a traditional accounting and tax practice to a full financial services firm providing small business owners with more than just tax returns and compliance.

OUR BRAND PROMISE

Our slogan is, 'Accountants Who Think Outside the Box' and we continually look for ways to innovate and deliver solutions that provide our clients with the best financial outcomes. We are always looking to identify opportunities to help our business and farming clients improve their bottom line results and increase the value of their business or farm. Most importantly, we always have one eye on the future which requires proactive planning and the adoption of new technology to create efficiencies.

It's fair to say, the only old fashioned part of our business is our commitment to personal service. For many years we have delivered advice that is both practical and technically sound based on an understanding of our client's long-term financial objectives.

While technology and the internet have changed the business landscape, we also believe it has changed the role of the accountant. Here at JTU Accounting Group, we do more than just 'keep the score' for your business and our client brief includes helping you grow your revenue, your profits and the value of your business or farm. Over the years we have broadened our range of services to adjust to our client's needs and we recognise the importance of marketing in the digital and social age. We genuinely believe that your marketing could be the difference between doom, gloom and boom which is why we now provide services in this area. 

While business owners and farmers are our primary focus, we also service a number of individuals. In fact, tax effective, wealth creation strategies like negative gearing and self managed superannuation have become specialist services within the firm.

No job is too big or too small for the team at JTU Accounting Group and our dedicated advisors are committed to ongoing professional development so you enjoy access to the best technical tax and accounting advice available. We adopt a hands-on approach with our clients that includes visiting your business premises whenever possible.

Our range of accounting, tax and financial services are both broad and deep and over several decades we have developed some specialist skills. We are recognised as business start-up and self managed superannuation experts and have literally mentored hundreds of business owners through the various stages of their business life cycle from start up right through to sale.

Our marketing expertise is one of our major points of difference and to help our clients succeed we have also developed a number of consulting tools including checklists, templates and spreadsheets. Our pro-active approach further distinguishes us from other traditional accounting firms who tend to just focus on compliance work including tax returns and financial statements. Our focus is on advisory work including strategies to improve your bottom line and business value. We also use industry benchmarks to compare your business’ performance against your competitors so you know what is working in your business and what areas still need working on. If you're looking for more than just a number cruncher contact us today and let's get to work on building your business, your profits and your wealth.

We  are big enough to handle the most complex tax issue but small enough to maintain our commitment to personal service. We pride ourselves on our reputation for delivering quality service and advice and we strive to deliver exceptional value and outstanding financial results for our clients.

Communication is a vital ingredient in any successful relationship which explains why we regularly visit clients at their place of work. This provides us with a better understanding of your business, your products and services, your finance requirements plus your staff and daily operations. Our quarterly newsletter, ‘The Business Accelerator Magazine’ is another way we regularly communicate with you and it is full of business development ideas, marketing tips and wealth creation strategies. We work closely with you, listen to your needs and provide services beyond basic tax compliance work.

Over the past 20 years we have evolved from being a traditional accounting and tax firm to a full financial services firm that provides business owners with services way beyond tax returns and GST compliance services. We have developed some niche markets along the way  including the seven industries listed below plus we have also developed expertise in several specialist services including business start-ups and negative gearing of investment properties. When it comes to investment and retirement planning we also provide expertise in superannuation, self managed superannuation funds (SMSF) and insurances. We view wealth creation as an integral part of our client brief.  

We assist clients in a broad spectrum of industries and we have specialised in some niche markets including:-

1. Primary Producers
2. Abattoirs
3. Panel Beaters & Smash Repairers
4. Audiologists
5. Laundromats & Coin Laundries
6. Restaurants & Cafes
7. Retailers

We invite you to book a FREE, one hour introductory consultation to discuss your business, tax, financial and marketing requirements. To book a time, call us today on (03) 9878 5444 or complete your details in the box at the top of this page.

JTU Accounting Group - Accountants Who Think Outside the Box