Simple, Smart Bookkeeping
We provide user-friendly bookkeeping systems that simplify your daily financial tasks—so you can track income, expenses, and client payments with ease and accuracy.
Consulting Firms & Sole Traders
Consultants and sole traders are the driving force behind Australia’s professional services economy—providing expert advice, tailored solutions, and specialized skills across every industry. But behind the expertise lies a critical need for efficient financial management, strategic planning, and compliance with complex tax and reporting obligations.Whether you’re a business consultant, legal advisor, engineer, designer, or freelance specialist, we offer financial services designed to help you thrive. Our solutions are tailored to the unique challenges faced by independent professionals and small consulting firms, helping you stay focused on delivering value to your clients—not getting lost in admin and paperwork.
How We Help Consultants & Sole Traders
Tax & BAS Compliance
From quarterly BAS lodgements to annual tax returns, we ensure you meet every ATO requirement on time. We’ll also help you claim all eligible deductions, including home office costs, professional development, travel, and tools of the trade.
Invoicing & Payment Tracking
We implement efficient invoicing solutions that integrate with your bank and accounting software, making it easy to get paid faster and keep track of client accounts.
Superannuation & Retirement Planning
As a sole trader or independent consultant, managing your own super is critical for long-term security. We help you create a strategy to stay compliant and build toward your future.
Cash Flow & Budget Planning
We’ll help you set financial goals, track business performance, and maintain a healthy cash flow—even during quieter months or project lulls.
Business Structuring Advice
Not sure if you should operate as a sole trader, company, or trust? We offer tailored advice on the best business structure for your current situation and long-term goals.
Financial Reporting & Insights
Get access to clear, concise financial reports that help you understand where your business stands—profit margins, cost breakdowns, client profitability, and more.
Growth & Strategic Advice
Thinking of scaling your consultancy or hiring support staff? We offer business planning, forecasting, and strategic support to help you grow sustainably and profitably.
Why Choose Us
- Trusted by independent professionals and boutique consulting firms across Australia
- Flexible solutions tailored to solo operators, partnerships, and growing consultancies
- Cloud-based systems like Xero and QuickBooks for on-the-go financial access
- Real people offering real advice—no jargon, just clarity and support
Our Commitment
Your time is valuable, and your expertise is what clients pay for. That’s why we make your finances effortless, efficient, and empowering. Whether you’re just getting started as a consultant or you’ve been trading for years, we provide the right tools and insights to help you succeed.
From invoicing to strategy, tax returns to growth planning—we’re your financial partner every step of the way. Reach out today to see how we can support your consulting business or sole trading journey.
