Chartered accountants · Bayside Melbourne

A safe pair of hands for your numbers.

Tax, books and business advice for Bayside owners — explained in plain English, billed at fixed fees you agree to upfront, and looked after all year round. Not just at tax time.

CPA & CA qualified Xero Platinum Partner Registered Tax Agent
Est. 2003
ProfessionalAU advisors meeting a local business owner
20+
Years in Bayside
800+
Local clients
100%
Fixed fees, agreed upfront
48 hr
Reply guarantee
What we do

Everything your business needs. Nothing it doesn't.

Start with what's urgent — most clients come for tax, then hand over the rest once the first BAS lands on time.

Tax & compliance

Returns, BAS and ASIC obligations lodged on time, every time — with reminders before every deadline.

Bookkeeping & payroll

Clean books, reconciled weekly, and staff paid right — including super and STP without the headaches.

Business advisory

Quarterly numbers translated into decisions: pricing, hiring, cash flow — what to do next and why.

SMSF administration

Self-managed super handled end to end — accounts, audit liaison and compliance, minus the paperwork pile.

Business structuring

Sole trader, company or trust? Structured for tax efficiency and asset protection before it gets expensive to change.

Cloud accounting setup

Xero set up properly — invoicing, bank feeds and receipts on your phone, so the shoebox retires for good.

Who we work with

We speak your industry's language.

Tradies & construction

Job costing, subbie payments, TPAR and the ute on the books properly.

Medical & allied health

Service entities, payroll tax exposure and practice structures done right.

Hospitality

Tight margins tracked weekly — COGS, rosters and cash flow you can act on.

Online & retail

Inventory, GST on platforms and multi-channel sales reconciled cleanly.

How it works

Three steps. No jargon at any of them.

A free intro chat

Thirty minutes, no obligation. Bring your questions — leave knowing exactly where you stand.

A fixed-fee plan

One agreed price for the year, split monthly. No clock running when you call — so you actually call.

Year-round support

Deadlines tracked for you, quarterly check-ins, and straight answers within 48 hours whenever something comes up.

Our people

The people behind your numbers.

Margaret Chen CPA, Principal
Margaret ChenCPA · Principal

Twenty years turning Bayside shoebox accounting into calm, on-time compliance.

James Whitfield CA, Director of Business Advisory
James WhitfieldCA · Director, Advisory

Ex-CFO who now helps owner-operators read their numbers like he did.

Sophie Nguyen, SMSF Manager
Sophie NguyenSMSF Manager

Keeps self-managed super funds compliant, audited and off your mind.

Client words

Why clients stay for decades.

"First accountant who explained my own P&L to me in a way I could repeat to my wife. We moved everything across within a month."

Tony B.Electrician, Cheltenham

"The fixed fee changed how I use them. I ring about everything now — before, I'd sit on questions because the clock was running."

Rachel D.Café owner, Hampton

"BAS lodged early four quarters running. After ten years of extensions and penalties, that's genuinely new territory for us."

Simon & Kate L.Retailers, Sandringham
FAQ

Asked at nearly every intro chat.

What does "fixed fee" actually cover?
Everything in your agreed scope — lodgements, bookkeeping, calls and emails. If something genuinely new comes up (say, you buy a second business), we quote it separately before touching it. You'll never discover a surprise on an invoice.
Is switching accountants painful?
It's mostly our work, not yours. You sign one authority form; we collect your history from the previous accountant, review the last two years, and flag anything worth fixing. Most switches are done inside two weeks.
Do I have to use Xero?
No — we work with what you have. But if your books currently live in a spreadsheet or a shoebox, we'll show you what Xero would save you in hours before suggesting a move.
I'm behind on lodgements. How bad is it?
Less bad than ignoring it. We deal with the ATO on your behalf, get a payment plan where needed, and catch you up in order of what matters. The first conversation is judgement-free — we've seen far worse than yours.

Get your numbers off your plate.

Book a free 30-minute intro chat — no obligation, no jargon.

Book a free intro chat