FAQs
Answers to commonly asked questions.
Do you service clients across all states?
Yes, we service clients across all states. We are working with business clients in Sydney, Melbourne, Gold Coast, Perth, and expanding. Unlike in the past, most software is cloud-based these days, and all work can be completed remotely without ever visiting our office. Looking after clients in another state is as easy as if they were next door.
What is the process for new clients?
1. Submit an enquiry through our Contact page.
2. For businesses, we offer free initial Zoom video consultation to discuss.
3. Once we understand your business requirements, we will provide you with a quote for your outstanding/ongoing compliance.
4. Sign the proposal and make any required payments.
5. We commence the onboarding process.
6. Once the initial onboarding phase is completed. Sit back, relax, and let us manage your obligations every month.
How do the monthly packages work?
The monthly business packages are designed to take care of all your business compliance with one simple cost-effective package. Once we understand your business requirements, we will provide you with a fixed fee quote covering all your compliance and advisory needs for the full financial year. If you choose to pay us monthly, this annual fee can be split into 12 equal parts and billed on a monthly basis throughout the financial year. However, monthly payments are only available for ongoing work (i.e. current financial year work). If you have past financial year work (i.e. catchup work) outstanding, this will be quoted separately and billed in full at start.
My books are a mess. I haven’t touched my taxes in years! Can you help?
Yes, we can help. Many of our existing clients have initially approached us with a bookkeeping mess or multiple years outstanding. This is part of our initial catch-up service, which is quoted separately when you join us. We get a lot of satisfaction from getting you back on track with fully reconciled books and up-to-date lodgements.
What is bookkeeping, and why is it important?
Bookkeeping is the process of tracking and recording business financial transactions in an accounting system. We recommend Xero software for bookkeeping. All company directors have an obligation from ASIC to maintain good, correct records. Also, by maintaining organised and accurate records throughout the year, businesses can avoid last-minute scrambles during tax season. Regular bookkeeping also allows us to identify tax-saving opportunities throughout the year, which is not possible for clients coming to us after the financial year has already ended.
What is the process for sending information for bookkeeping?
The simplest way is to link your business bank accounts with Xero (read-only access). This allows Xero to automatically fetch transactions from your bank daily for reconciliation. For sending us receipts/invoices, we recommend using the Hubdoc app which is available for free with Xero.
How do clients communicate with you on a day-to-day basis?
We encourage clients to contact us primarily via email for day-to-day inquiries and questions. This allows us to track your queries, allows us time to research your questions and give you a better response. However, we understand that in some situations, it’s just easier to explain over the phone. So, you are always welcome to book a Phone or Zoom call.
What does unlimited support include?
Unlimited support is meant to provide our clients with regular assistance for any tax, accounting, and business-related queries throughout the year without paying for every 10-minute consultation. However, complex advice that requires in-depth consultations, such as CGT issues, business restructuring, business acquisitions, tax planning, and similar, are not included. We will always inform you of any out-of-scope fees upfront, so you are fully aware and can avoid any billing surprises.
What’s the response time for any enquiries?
We usually respond to your questions within 24-48 hours max.
Can I claim GST back on the monthly package?
Yes, any GST paid for accounting services is typically claimable if your business is registered for GST, meaning you can receive a full 100% refund.
How do you keep my data secure?
We take data security very seriously and strictly adhere to the Code of Professional Conduct set out by the Tax Practitioners Board. We use a secure connection (SSL encryption) on all our website pages and secure forms to collect confidential data. All client data and sensitive information are stored onshore in secure cloud servers. All information is kept entirely confidential and never shared with third parties.
Book your free Zoom consultation!
We’ll answer your questions, develop a personalised strategy and give you a no-obligation quote. Consultations available via Zoom video call.