FAQ

We handle your tax returns, BAS lodgements, profit and loss reports, and make sure you’re on top of deadlines; all with clear, simple explanations and no surprise fees.
That’s up to you! Some clients chat with us quarterly, others just at tax time. We’re here whenever you need a hand or some advice.
Absolutely. We’re pros at working with tradies and small biz owners, so we’ll help smooth out your cash flow and keep the tax stuff sorted.
Yep! We’ll look at your numbers regularly, help with tax estimates, and suggest strategies to keep your tax manageable.
For sure. We deal with the ATO all the time, so if you get a letter or notice, just pass it on and we’ll sort it out with them.

It’s your tax return, yes, but also helping you understand your money flow, set budgets, and plan for things like buying a home or saving for a rainy day.
We look at what’s coming in and going out, help you budget for bills and expenses, and give you a clear picture so you’re not caught short.
We build a budget based on your average income and expenses, and plan for the lean months. It’s about smoothing out the bumps, not pretending your income is the same every week.
Definitely. We crunch the numbers alongside our lending team so you get a realistic picture of what fits your budget and won’t blow your cash flow.
We focus on the numbers side and how investments fit into your finances, but we’re not financial planners. We can point you in the right direction if you want to talk to a specialist.

We cover transaction recording, bank reconciliations, payroll, super payments, invoice management, expense tracking, and monthly reports to keep you on top of your business.
No, BAS preparation and lodgement is handled separately. Bookkeeping keeps your records tidy, while BAS makes sure you meet your tax obligations.
We manage payroll processing, make sure your STP reporting is up to date, and handle super payments so you stay compliant and your team gets paid on time.
Yep, our service is flexible. You buy blocks of hours, so if you’re busy or quiet, we can adjust to suit your needs.
Absolutely. We’re Xero-certified and work cloud-based, so you can access your info anytime and we can work on your accounts without delays.

We cover everything from first home loans, next home upgrades, investment properties, SMSF property loans, commercial property, right through to asset finance for cars, utes, boats and gear.
Definitely. We’re used to working with tradies and small businesses, so we know how to present your finances to lenders for the best shot at approval.
Nope. We compare a range of lenders and find the right fit for your situation; not just the one that pays the biggest commission.
It varies, but we aim to keep it moving quickly. Once you have your docs ready, pre-approval can take a few days, with final approval following inspection and valuation.
We can still help! We’ll look at your full financial picture and find lenders who understand that tradie life isn’t always neat.

We find properties that suit your goals, inspect them, negotiate on your behalf, and remove the emotion so you get the best deal without the stress.
Nope. We don’t sell property or take commissions from agents. We work solely for you, to get the best deal possible.
We charge a flat fee of $10,000 + GST, so you know exactly what you’re paying upfront, with no surprises or hidden fees.
We work closely with OAC Lending to make sure you’ve got finance approval before you get serious, so you’re ready to move fast.
Yes! We team up with OAC Accounting to make sure the numbers stack up, so you don’t just buy a property you like, but one your wallet can handle too.