Tax

Accounting

Annual Reporting

We can produce and explain compliant financial statements for your year-end reporting requirements.

Strategic Planning, Business Development and Advice

Good planning is vital in contributing to the success of any business. With decades of experience in business, we can work together with to develop a strategic plan and/or business plan that will match your objectives and really add value.

Bookkeeping

We would be delighted to worry about the paper work so you can concentrate on running your business. Our Bookkeepers are experienced in many software programs and will capture your transactions with technical accuracy, producing reliable financial information.

Financial control and compliance

At Accountree, we want to help you understand your business better, in order to take advantage of all your opportunities as well as meet your obligations. We understand that cash flow is vital to your business and we can help you manage it effectively so that you can better control your compliance costs (such as PAYG and GST), employee entitlements (payroll and superannuation), loan repayments and creditors.

SMSF Accounting

At Accountree we are able to work with you to meet your annual reporting, tax, audit and actuarial obligations

Associated Incorporations Audit and Reviews

The changes in your reporting requirements introduced by the Associations Incorporation Reform Act 2012 state that if your association’s total revenue for the financial year was less than $250,000 and your members have voted for an independent review (Tier 1) or if you are required to have a review or audit (Tiers 2 and 3 respectively), you will need an accountant with a current practicing certificate to perform the work for you.

With many years’ experience in club audits, Catherine is experienced and has a current public practice certificate, so is able to complete any Tier 1 and Tier 2 audits or reviews. For Tier 3, you will need a registered company auditor.

If you’d like more information on your obligations for financial reporting in Incorporated Associations, please refer to the Victorian Consumer Affairs Website at https://www.consumer.vic.gov.au/clubs-and-not-for-profits or feel free to give Catherine a call.

Implementing accounting systems, processes and procedures

Do you have an old accounting system that needs upgrading? Or perhaps you’d like to move off spreadsheets and onto an accounting system and need some training? Or onto the cloud? We would be very happy to help you in deciding what system suits your needs best and either set up and run a system for you, or train you so you can enter transactions yourself.