Bookkeepers manage your day-to-day financial records – such as data entry, debtor and creditor reconciliations, bank reconciliations, payroll compliance and BAS / IAS lodgements. Accountants typically use those records to provide financial advice and guidance, prepare tax returns and help with long-term planning.

Our firm works closely with accountants so you can have everything in one place.

You don’t need to use a bookkkeeper. If you have the time and understanding of how to handle it yourself, you are more than welcome to.

Using a bookkeeper (more specifically a registered BAS / Tax Agent) you can be confident that your records are accurate and compliant for GST, tax and payroll reporting. You’ll also find that a bookkeeper will save you money by eliminating common mistakes and will free up your time so you can focus on growing your business and spending time doing what you love.

This depends on your business size and reporting requirements. The more regularly your bookkeeping is handled, the more up to date your reports will be to assist with timely business decisions.

While we prefer to keep your records as up to date as possible, we will work with you to set up a suitable option that keeps your records reliable and ATO compliant.

Yes. We use leading cloud platforms such as Xero, MYOB and Quickbooks online. This means you can access your financial data anytime, anywhere and we can collaborate with you in real time.

Yes. As a registered tax agent, we can prepare and lodge your BAS / IAS directly with the ATO, ensuring accuracy and compliance.

Our proactive services are priced based on an agreed scope and billed monthly, helping you manage cashflow with no hidden surprises. Should you ever need support outside the agreed scope, we’ll always discuss this with you first – clear communication is a top priority for us.

We do also offer adhoc services that can be charged based on time spent if this better suits your needs.

Contact us to discuss your needs in more detail and we can provide you with some options to consider.

We’ll need access to your accounting software and will need to be provided with tax invoices / receipts for your business expenses. We’ll also need copies of bank statements to ensure no data is missing from your accounting software.

We will guide you through any information that is needed and setup some options for you to easily and securely provide the documents.

Absolutely. As members of CPA Australia and the Tax Practitioners Board, we follow strict professional and ethical standards. Your financial information is kept secure and confidential at all times.

Yes. We support businesses of all sizes, from sole traders and startups through to established companies and trusts.

The ATO have strict rules around substantiation. Your bank statements provide proof of purchase but they do not have enough information to document what the purchase was specifically for and doesn’t reflect the GST charged.

Providing us with your documents ensure that the GST has been accurately accounted for where relevant. We also link a digital copy of your documents to the relevant bill so you will be able to rely on your accounting software for substantiation in the case of an audit.

Yes. We can handle payroll processing, Single Touch Payroll (STP) compliance, superannuation contributions and end of year income statement / STP finalisations.

We can also assist with Superannuation Guarantee Charge (SGC) statements for late super compliance.

Simply contact us via phone or email. We’ll run through your business needs and budget and put together some options of tailored packages for you to choose from.

P. (03) 5940 5486

E. [email protected]