I’ve worked with Ben and his team at CountHQ on two separate occasions to boost our finance firepower at companies I’ve worked at. Ben is approachable, quickly understands what you’re looking for and leads an excellent team that operates and executes at a high level.
Our extended team at CountHQ have become integral members of our finance function. They are responsive to guidance, proactive with process improvement suggestions, and consistently delivering quality outcomes.
I’ll use them time and time again.
Financial Planners
Scale Your Financial Advisory Practice with Expert Offshore Support for Admin, Paraplanning, Reporting and Research
Your Next Admin or Paraplanning Team Member is at CountHQ




Reimagine Your financial Planning Team for a New Era
Services Our Teams Provide for Financial Planners
Administration Support
Fact Finds, product research, document preparation, CRM updates and data entry.
Paraplanning
ROA and SOA preparation, financial modelling and strategy documentation.
SMSF Compliance
Workpapers, financials and tax return prep for advisers managing SMSFs. ICON
Outsource with Confidence. Complete your team.
The CountHQ Process: from planning to performance

Step 1: Introductory Call
We take the time to understand your core admin and advice support needs.

Step 2: Workflow Mapping
Check platforms like Xplan or AdviserLogic and tailor the support plan.

Step 3: Proposal & Onboarding
Confirm your resource mix and timeline.

Step 4: Team Integration
Ongoing calls with your CountHQ manager to streamline delivery.

Step 5: Scale When Ready
Add roles and functions as your firm grows.
COUNT ON US
Where Smart Advice Firms Build Support that Scales



We’re Advisors to Advisors
Our background with financial planning firms means we understand the process and pain points.
End-to-End Admin & Advice Support
From admin to SOAs, our model reduces turnaround time, frustration and workload.
Internal Management Structures
Your team is supported by experienced CountHQ managers and financial specialists, so they’re not left to fend for themselves.
Faster Onboarding, Better Continuity
We hire and train paraplanners ahead of time to deliver consistency and reduce turnover.
Workflow - Integrated Support
We work in your systems, including Xplan, AdviserLogic, Worksorted and more.
Shared Responsibility
You’re not alone. We also take accountability for outcomes.
Paraplanning and Administration Case Study
Melbourne Firm engages 2 FTE's with CountHQ to support their Paraplanning and Administration functions
AT A GLANCE

Reduced costs 35% when compared to the hiring cost of one Graduate, and one Intermediate

Successfully commenced onboarding within 2 weeks of contact

Commenced with 1 Admin FTE, and added an Intermediate Paraplanner FTE within 60 days
THE CLIENT
THE SOLUTION
- 1 Admin FTE (1 year prior experience), assists with Document Management, Portfolio Reconciliations and Cash Matching, as well as other general admin-related tasks
- 1 Paraplanner FTE (with 2.5 years prior experience) assists in the preparation of ROA’s and SOA’s
- Currently the SOA’s are Risk Insurance and Super focused
- Currently expanding the team to 3.0FTE’s, with a focus to be on adding other streams of SOA’s
- Weekly feedback and planning calls are attended by the Team Leader and Manager from CountHQ
What You Get with CountHQ
Fully managed paraplanning and admin team
Transparent pricing and fast onboarding
Workflow-mapped integration with your advice platform
Improved financial advisory document turnaround
Consistency and reduced reliance on in - house staff




CountHQ vs Traditional Offshoring

The CountHQ Difference




We are Redefining Outsourcing for businesses Across Australia
Platform Expertise
Xplan
AdviserLogic
Worksorted
MyProsperity
Microsoft 365
Platform Expertise





What Our Clients Are Saying

The CountHQ team have been a part of our firm for 2 years now providing high quality support in our growing firm. We continue to grow our team at CountHQ due to their high standard of work, their great communication and ongoing on-time performance. The extra layer of review and manager insight they provide is excellent. We recommend this team to any firm looking to scale.

CountHQ came on board when our finance department was in disarray, and in under a year they’ve completely turned it around. We now have a functional, responsive, and reliable finance team. Their support has been instrumental in helping us navigate tough industry conditions, and their clear communication and can-do attitude make them a pleasure to work with. Highly recommended.

We were introduced to Ben as an option when reviewing our outsource model, so pleased we were, as the level of professionalism, support and engagement is far better than we have encountered anywhere else. The people we work with feel like they are part of our team and we now use them for Bookkeeping, Tax preparation and Financial Planning support.
The time taken to undertake our jobs is very favourable, and its all done with a great sense of humour.

We’ve worked with CountHQ for 4 years. Ben, Alex and their team were instrumental in helping us set-up a platform for growth in our Tax Division. They don’t just provide staff, they provide insights and collaborate on workflow, workpapers and process. We’ve grown our CountHQ team 4 fold over our tenure working together. CountHQ handles all the team structuring and staffing allocations, so our team only has to focus on the workflow.

We’ve been using CountHQ for the past year for outsourced accounting, bookkeeping, and tax services, and we’re very impressed with their professionalism and efficiency. Their amazing team has not only supported our business but also made our clients’ work significantly easier through their accurate, timely, and streamlined processes. Their responsiveness and attention to detail have been outstanding. We highly recommend CountHQ to any business or advisor looking for a reliable and skilled outsourced accounting & bookkeeping services partner.

After trying multiple other Outsourcing models and companies, we found CountHQ. We were initially attracted by CountHQ’s Managed Resource Model. Their attention to detail and organisational structure behind the team has been the difference maker. Our Management Team is really excited as we now have a safe base to grow our Offshore Team with a trusted partner.

We’ve used other Outsource providers in the past, and find CountHQ’s service levels far superior. We receive support in Tax, Bookkeeping and SMSF, and highly recommend their services. The ability to think through processes and strategise directly with Founders has been very useful to us as a Practice.

Our Finance Function and team was in disarray, with poor processes, reporting and staff turnover. The CountHQ team managed to stabilise the ship, and implement new, robust procedures which have taken a huge load off our shoulders, while reducing our total spend in the area. We continue to refer them to anyone who asks.

Let’s Reimagine Your Financial Planner Support Team for A New Era
