Frequently Asked Questions

If you own or are buying a business, have investments, or simply want an accountant who knows your situation year after year, we're a good fit.

For individual tax returns, send us a short enquiry and we'll confirm the fee. For business clients, we start with a Discovery Consultation, so we can understand your needs and give you a written scope of work and a fixed fee.

No. Most of our work is done online, so we can look after clients wherever they are in Australia. Meetings are held via Microsoft Teams or by phone, and documents are shared securely online. In-person meetings are available by arrangement.

Yes. We help Australians living overseas meet their Australian tax obligations, such as declaring Australian rental or investment income and lodging their tax returns. We also help foreign visa holders who are working or investing in Australia understand and meet their tax obligations. Because we work online, distance is no barrier.

Yes. Before you sign, we can review the franchise disclosure documents, financial information and projected figures, and help you understand the real costs, cash flow and tax position of the business. It's an independent view to help you make an informed decision before you commit. To get started, book a Discovery Consultation and choose the Franchise & Business Advisory option.

We act for franchisees, and we don't receive referral fees from franchisors, so our advice to you is independent and focused on your interests. From time to time, we may be engaged by a franchisor on a specific project. That work is separate and independent of any work we do for you, and we're always transparent and upfront about it.

A Virtual or Fractional CFO gives your business strategic Chief Financial Officer–level support and guidance on a regular or as-needed basis, without the cost of a full-time hire. Depending on your needs, this can include cash flow forecasting, budgeting, management reporting, tracking key numbers (KPIs), pricing and profitability reviews, and support when dealing with banks, lenders or franchisors. We work with you online and meet regularly to review your results and plan ahead.

It may suit you if your business is growing but doesn't yet need a full-time finance manager, if cash flow feels tight or hard to predict, if you're facing a big decision such as opening a new site, taking on finance, or buying or selling a business, or if you have the figures but not the time to make sense of them. A Discovery Consultation is the best way to find out whether it's right for your business.

Yes, we do, but this is not our core business. We are a boutique practice with extensive experience and take the time to ensure that your return is properly completed. Our primary focus is working with small to medium size businesses, sole traders and clients with multiple income streams.

We're a certified Xero partner, and Xero is our preferred platform. We also work with MYOB and QuickBooks, the other packages most commonly used by our clients, and we're comfortable working with other brands too. We're happy to work alongside your existing bookkeeper, and if you're not yet using cloud software, we can recommend the right setup for your business and help you move across.

If you lodge your own tax return, it's due by 31 October. If you're a client of a registered tax agent and you're on our client list before 31 October, you may have until 15 May (approximate – can change each year) the following year, depending on your circumstances and whether your earlier returns are up to date. Contact us to check your lodgement date.

Not always. For straightforward work such as an individual tax return, we'll confirm the fee when you send us your enquiry. For business clients and advisory work, we start with a Discovery Consultation: a dedicated one-on-one session to understand your situation and goals, followed by an engagement letter with a clear scope of work and a fixed fee. Because this takes time to prepare properly, the consultation is $220 incl. GST, paid before the meeting.

Your booking is confirmed once payment is received. We then email your engagement letter and invoice. Before the meeting, we'll review the background information you provided so we can make the most of our time together. After the consultation, we'll let you know the next steps and fees for any ongoing work.

Yes. Please let us know at least 2 business days before your appointment and we'll arrange a new time. Cancellations with less notice may not be refunded.

New clients pay upfront. Once we've established an ongoing working relationship, work is invoiced with 7-day payment terms.

We accept payment via Direct Deposit into the bank account or via Credit Card. 

Cashflow‑Friendly Options: For approved clients, monthly subscription options are also available to help smooth out your cashflow and spread your accounting fees across the year.

We can offer a personalised service that you are unable to get with larger firms. Many new clients choose us and the first question is, “will you be looking after us in the future?”  By working with you over time, we get to know your business and offer more relevant, timely and at times strategic advice. Check out our Google Reviews to hear what our clients have to say about us.