Our departments
Six departments make up the business. Each page shows the purpose, the people, the measures that matter and the systems the team works in.
Bookkeeping and Accounts
Keeps the books of about 400 business clients accurate and current. Bookkeepers process transactions, reconcile bank and credit card accounts, manage accounts payable and receivable and subsidiary ledgers, and deliver month-end reports that the Tax and Advisory teams rely on for lodgements and advice.
Tax and Business Advisory
Prepares and lodges activity statements, income tax returns and other statutory returns through registered tax and BAS agents, and provides management accounting, budgets, forecasts and business performance advice. Every lodgement passes second-person review before it is signed and lodged.
Payroll Services
Runs outsourced payroll for about 180 employers. The team interprets awards and agreements, processes pay runs, salary packaging, superannuation guarantee and terminations, reports through single touch payroll and completes year-end finalisation, with every pay run checked by a second officer before release.
Finance and Mortgage Broking
Helps clients find and secure home, investment, commercial and equipment finance from a panel of lenders. Brokers gather client needs and objectives, verify financial position, complete a preliminary assessment, present options, document the best interests duty and manage applications through to settlement.
Insurance Broking and Claims
Places business, property, liability and motor insurance for clients with insurers on the firm's panel and manages claims from lodgement to settlement. The team surveys risk, obtains and compares quotes, advises on cover, handles renewals and negotiates claims on the client's behalf.
Compliance, Risk and Client Services
Onboards every client, verifies identity, runs the anti-money laundering program, manages privacy and information security, handles complaints and breach reporting, maintains the licence obligations and provides the front desk and client service team that answers enquiries across all three offices.