Accountant & Mortgage Broker — Norwest

The Cherrybrook office is around 12–15 minutes from the Norwest business park via Old Castle Hill Road and the M2. Norwest engagements typically run as a mix of in-person meetings at the Cherrybrook office, on-site visits at the client's Norwest premises (where appropriate), phone, video and secure document upload.

Norwest is dominated by Pty Ltd company owners across professional services, IT and software, allied health, engineering, consulting, financial services and adjacent trades. Most are founder-operators with annual revenue between roughly $300k and $20m. The engagement shape is usually: company financial statements and the CTR, quarterly BAS, monthly Xero discipline (where retained), STP, the year-end tax-planning conversation, director-pay structuring, and any personal lending decisions the director is also weighing.

Yes — that combination is one of the more common Norwest engagement shapes. A director buying a first home, refinancing the family home or releasing equity for an investment property has both a personal lending decision and a company tax position to work through. Both sides scoped in one engagement removes most of the coordination friction.

Commercial lending sits inside the practice. Owner-occupier premises (rarer at Norwest given the leased-suite model), commercial investment, refinances and equipment finance are all scoped against business cashflow rather than residential serviceability. Where a Norwest business is buying premises or refinancing a commercial facility, the lending side runs alongside the company tax position.

Virtual CFO sits one tier above standard compliance work. It is a monthly or quarterly engagement that adds management reporting, cashflow forecasting, KPI tracking, banker / financier preparation, scenario modelling and structured strategic conversations. It suits growing Norwest businesses — typically in the $1m–$20m revenue band — where the founder wants a finance lead but does not yet need a salaried CFO.

The Hills District Business Accountant page is the corridor-wide entry — it covers Norwest, Bella Vista, Castle Hill and Baulkham Hills together. This page is the Norwest-specific entry: same engagement model, but the local context, business profile and engagement-shape examples are written for the Norwest business park specifically rather than the corridor in aggregate.

Yes. The practice prepares individual returns for salaried professionals employed in the park — work-from-home and motor-vehicle claims, employee share scheme statements, rental schedules and capital gains events are the common inclusions. Most employee engagements run entirely by phone, video and secure upload.

Yes — residential lending sits inside the practice as credit assistance. Newer strata stock around Norwest Lake and the metro station is assessed differently from freestanding houses by some lenders: building size, owners-corporation position and postcode-level policy can all affect appetite and maximum LVR. Pre-approval scoped against the specific property type, before contracts are exchanged, is the sensible sequence.

A 20-minute scoping call is usually available within 2–3 business days. Full engagements — company tax returns, advisory onboarding, lending applications — have their own lead times, confirmed in writing at engagement.