FREQUENTLY ASKED QUESTIONS
Straight answers to the questions business owners ask first.
From switching accountants to sorting messy books, here is what to expect before you get in touch.
Getting Started
Do I need to already have an accountant to switch, or can I use you as my first one?
Either is fine — we work with new businesses setting up for the first time and established businesses switching from another accountant.
What happens after I book a consultation?
We’ll have an honest, no-obligation conversation about your business and what you need. If it’s a good fit, we’ll walk you through next steps — there’s no pressure either way.
How long does it take to switch accountants?
Usually a matter of days for the paperwork — we handle most of the handover with your previous accountant directly, so it’s far less involved than most people expect.
Services
Do you only work with businesses, or do you handle personal tax returns too?
We handle both — personal tax returns are a natural part of looking after a business owner’s full financial picture.
Can you help if my bookkeeping is behind or messy?
Yes — this is one of the most common things we help clients catch up on. There’s no judgement, just a plan to get it sorted.
Do you offer ongoing support, or just annual tax return preparation?
Ongoing support is core to how we work — regular check-ins and advice throughout the year, not just contact at tax time.
Pricing
How much does it cost to use an accountant?
It depends on the complexity and scope of what you need — we provide a free, no-obligation quote after understanding your situation.
Do you charge by the hour or a fixed fee?
Fixed-fee wherever possible — it’s more predictable for you and keeps the relationship focused on the work, not the clock.
Is the initial consultation really free?
Yes — there’s no cost and no obligation to proceed.
Switching Accountants
Will my current accountant be difficult about me leaving?
This is rare, and it’s a standard, routine professional process — we manage the handover on your behalf.
Will I lose access to my past financial records?
No — your records belong to you, and we make sure they transfer properly as part of the switch.
General / Compliance
What's the difference between a bookkeeper and an accountant?
A bookkeeper manages day-to-day transaction recording; an accountant handles compliance, tax strategy, and higher-level financial advice. We offer both, working together.
Do you handle BAS and GST lodgement?
Yes, as part of our taxation and bookkeeping services.
Are you a registered tax agent?
Yes — Registered Tax Agent, TPB 00000000.