About
Behind the scenes at Future Accounting, where clarity, strategy, and growth come together.
What We Deliver: Family Business Empowerment
As a forward-thinking accounting firm, we do more than just provide compliance services. We deliver Family Business Success, which is far more than just tax work.
​
Empowering Family Business is our promise.
​
"Our motto, Your Future. Our Focus."
This reflects our commitment to empowering family business owners to take charge of their prosperity and shape their legacy.
Clients may not always remember every task we complete, but they’ll remember how we made them feel—valued, supported, understood. That’s where you come in. Every single person on this team plays a role in making that happen, without exception.
From:
-
Being prompt and present
-
Owning our work
-
Keeping Communication Flowing
-
Setting clear expectations
-
Staying Strategic
-
Focusing on Outcomes
To:
-
proactive actions that create standout client experiences
This is what is setting us apart.
Why Family Business?
​Family businesses power this country:​
​
-
70% of businesses are family-owned
-
50% of Australia’s workforce is employed by them
-
Yet nearly half say they’re lacking direction and operational clarity
-
And almost 40% worry about succession
​
We’re here to change that.
​​
And we’ll get there together, one great client experience at a time.
The Three P’s Framework™
Integral to the Future Prosperity Process
Preserve • Protect • Prosper
At Future Accounting, we help families and businesses achieve clarity, confidence, and long-term prosperity.
To deliver this, we use our signature Three P’s Framework™. A structured methodology built into every stage of our Future Prosperity Process.
The Future Prosperity Process outlines your journey with us.
The Three P’s Framework provides the strategic lens that guides every conversation, every plan, and every decision.
The process is the journey.
The Three P’s Framework is how we guide you through it.
Why the Three P's Framework Matters
Family businesses, farming enterprises and small business families face unique challenges:
-
rising complexity
-
intergenerational transitions
-
regulatory and tax pressures
-
increased business and personal risk
The Three P’s Framework turns complexity into clarity.
It provides a simple, powerful structure that helps you understand where you are now, what risks you face, and how to build prosperity across generations.
The Three P's Framework
PRESERVE
Strengthen foundations. Maintain stability. Create efficiency.
​
Preserve focuses on building strong financial foundations, so your business and family are positioned for long-term success.
​
How we help you Preserve:
-
Tax strategy and compliance
-
Cashflow planning and forecasting
-
Business and trust structure optimisation
-
CGT small business concession planning
-
Financial modelling and reporting
​
Preserving what you’ve built ensures stability before growth.
PROTECT
Minimise risk. Safeguard assets. Prepare for the unexpected.
​
Protect addresses vulnerabilities — financial, legal, operational and personal, so your plans stay secure.
​
How we help you Protect:
-
Asset protection strategies
-
Insurance reviews and risk analysis
-
Estate planning coordination
-
Business continuity plans
-
Succession risk assessments ​
​
By protecting against downside risk, you safeguard your family’s financial future.
PROSPER
Grow with purpose. Create opportunity. Build your legacy.
​
Once your foundations are preserved and risks mitigated, we focus on sustainable prosperity.
​
How we help you Prosper:
-
Long-term investment strategy
-
Retirement planning
-
Business growth planning
-
Family governance and next-gen engagement
-
Succession and legacy planning
​
Prosper helps you build long-term wealth, clarity and confidence.
How the Three P’s Integrate With the Future Prosperity Process
The Future Prosperity Process is our structured, end-to-end approach to helping clients achieve clarity, implement strategy and measure progress.
The Three P’s Framework is woven into every stage:
01
Discovery → Identify needs across Preserve, Protect, Prosper
​
We assess your current position, challenges, risks, and long-term goals through the Three P lens.
02
Strategy → Present recommendations under the Three P’s
​
Every strategy paper and modelling output is organised using the Three P’s so clients easily understand priorities.
03
Implementation → Prioritise actions using the Three P flow
​
We ensure the right steps happen in the right order:
​
Preserve → Protect → Prosper
​
This brings consistency and discipline to your advisory journey.
04
Review → Measure progress using the Three P Scorecard
​
Annual and ongoing reviews track how you’re progressing across each P — providing clarity and accountability.
05
Ongoing Advisory → Reinforce the Three P language
​
All conversations, planning sessions, and strategic decisions are anchored to the Three P’s.
​
This creates a cohesive, predictable and easy-to-understand experience for every client.
Start your Future Prosperity Journey, powered by the Three P’s Framework
Every individual, family, and business is at a different stage and that’s exactly where the three P’s Framework begins.
​
Whether you’re:
-
Building something new
-
Preparing for succession or a leadership transition
-
Planning for retirement or lifestyle change
-
Or growing and protecting long-term wealth
-
The Three P’s Framework brings structure, clarity, and confidence to every major decision.
​
Rather than reacting to change, the Three P’s help you act deliberately, aligning today’s choices with your long-term goals and values.
​
You don’t need to have everything figured out.
​
You simply need a framework that helps you focus on what you can control today, while thoughtfully managing what may change tomorrow.
​
Your Three P’s journey starts with intention — preserving what matters, protecting what supports it, and creating the conditions to prosper over time.
“We’ve had the privilege of working with Melissa Cunliffe as our accountant for over eight years, and we truly couldn’t ask for a more committed and capable professional on our team. Melissa is incredibly diligent, detail-oriented, and hardworking—but what sets her apart is her rare combination of professionalism and genuine human warmth.”
Emily and Steven Fagg - Stonybank Pty Ltd
Your Goals: Health, Wealth and Future are at the heart of all we do
Great client relationships are built on trust, transparency, and consistency. At Future Accounting, we go beyond just providing tax and compliance services—we create an experience that makes clients feel valued, supported, and confident in their future. To do this we keep the following six principles front of mind, all day everyday.
We Respond Promptly
All client calls and emails are acknowledged the same day—no exceptions. We know that timely communication builds trust and sets the foundation for strong relationships
We focus on outcomes, not just tasks
We go beyond simply ticking boxes, aiming for meaningful progress that clients will remember and feel positive about.
We plan and delegate brilliantly
By ensuring the right people are handling the right work, we follow clear systems and processes to make every step efficient and effective
We’re transparent from the start
We share clear fee proposals and set realistic expectations before beginning any work, so there are no surprises along the way
We keep clients in the loop
Regular and purposeful communication—at least monthly—keeps clients informed, strengthens relationships, and makes them feel valued
We stay proactive
We proactively plan and make recommendations through annual business catch-ups and regular follow-ups, ensuring our advice is always strategic and focused on the future