On 1st July 2016, Ultimate Tax & Advisory (Ultimate) was born. It started out as an idea between now husband and wife Bobby & Krystal Serval.
Both of us coming from an accounting background and a love for small business, we wanted to create and grow something of our own and help other business owners to do the same, but we didn’t want to do it the same as all the other accounting firms out there, we wanted to offer a fresh, young and holistic approach and be able to help business owners in all aspects of running their business not just the tax consequences.
By applying these methods to our own business, we were able to grow by over 400% within our first 18 months and continue a steady growth from that point onwards.
The team and network we surround ourselves with are all on the same journey as ourselves and we feel this is a very important part of success.
“For a long time, I've been upset with traditional accountants and their lack of care to go deeper into the understandings of the business owner clients they had to help them grow and to not solely look at their 'tax position'.
Upon speaking with many of our clients, my instincts were right. Each person I asked have told me that they weren't finding any value from their previous accountant as they simply couldn't or wouldn't help them.”