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Virtual Bookkeeping Services

Automate your business growth

AD Partners strive to provide a systemized approach for all our clients. We make sure you’re accounting and office systems are set up correctly from the start.

Allow us to automate and manage your bookkeeping and records and in turn, free up your time!



Accounting Services and System Set Up

Our bookkeepers are a part of our integrated financial services firm. To assist you operate more efficiently, we automated your procedures and data. 

  1. Electronic BAS & Tax Lodgements and reporting
  2. CPA accredited Accountants
  3. Handling ATO issues and payment plans
  4. Payroll and Accounts 
 

Quality Tax & BAS Services

Our bookkeepers and bookkeeping services are overseen by skilled accountants. Data and records management is always accurate.

Affordable Pricing

Your bookkeeping package will be uncomplicated, reasonable, and customized to your needs. At an affordable price, we automate, streamline, and give a high-quality end-to-end solution for your bookkeeping needs.

Skilled Staff

Our bookkeepers and bookkeeping services are overseen by skilled accountants. These experts will verify that your data is correctly recorded the first time. Having access to our services may assist you in making more knowledgeable management decisions, as well as potentially lowering tax-time cost overruns.

Automation for your business

When we run our monthly or quarterly checks we will look at things like:

  1. All GST on Sales Invoices and Expenses
  2. PAYG on employee wages are processed correctly
  3. Reconciling of your GST and PAYG obligations against the ATO balance
  4. BAS reports prepared
  5. BAS lodged electronically through Tax Agent Portal

We are registered Tax Agents. This means that we work with the ATO to lodge your BAS and IAS on time, electronically. This takes the hassle out of your tax obligations.

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AD Partners Bookkeeping packages

Solo operator & small business

$375 per month + GST
  • Reconciling up to 100 transactions
  • Quarterly BAS/IAS preparation & Lodgement
  • Quarterly Profit & Loss Report
  • Virtual Accounts Receivable
  • Virtual Accounts Payable
  • Electronic filing system
  • Integrations to invoicing & payables Apps
LODGEMENT READY GUARANTEED SERVICE

Small medium growing business

$695 per month + GST
  • Reconciling up to 250 transactions
  • Plus: payroll up to 5 employees including superannuation
  • Quarterly BAS/IAS preparation & Lodgement
  • Quarterly Profit & Loss Report
  • Virtual Accounts Receivable
  • Virtual Accounts Payable
  • Electronic filing system
  • Integrations to invoicing & payables Apps
LODGEMENT READY GUARANTEED SERVICE


High Growth

$995 per month + GST
  • Reconciling up to 500 transactions
  • Plus: Payroll up to 10 employees including superannuation
  • Quarterly BAS/IAS preparation & Lodgement
  • Quarterly Profit & Loss Report
  • Virtual Accounts Receivable
  • Virtual Accounts Payable
  • Electronic filing system
  • Integrations to invoicing & payables Apps
LODGEMENT READY GUARANTEED SERVICE


Custom

-POA
  • Contact us for a specialized solution tailored to your business needs
  • Management Reporting
  • Financial Analysis
  • Cashflow management
  • Budgeting/Forecasting
  • Business automation
  • Structuring
  • ATO & audit compliance
  • Financial health check
  • GST Advice
  • Managing finance applications
  • Establishing & monitoring KPI’s
  • SWOT analysis
  • Systems review
  • Tax planning
  • Strategy planning
  • Virtual CFO services
  • Coaching
  • Mentoring
LODGEMENT READY GUARANTEED SERVICE

Getting started with AD Partners is easy !

Take advantage of our free consultation to get started…

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Meet the partners

Tony Dimitriadis
B. Bus CPA

Director

Tony has over 30 years’ experience as an accountant, and over 15 years’ experience as a CPA.

His first 18 years’ experience involved financial, management and operational accounting roles at a senior management level, in the security, transport, and forensic accounting industries.

 

David AzzopardiI
B. Bus CPA

Director

David has over 30 years’ experience as an accountant, and over 20 years’ experience as a CPA.

His first 17 years’ experience involved financial, commercial and operational accounting roles at a senior management level, in the general insurance, and telecommunications industries.

Frequently asked questions...

Yes we do. At AD Partners we focus on the individual needs of each client. We believe in partnering for growth beyond just bookkeeping.

You will need to ensure the following:

• Sales and purchase invoices/receipts are created in or uploaded to Xero (can be via 3rd party App)
• Bank and credit card statements linked to Xero (auto bank feeds via internet banking)
• Petty cash records (a list if transactions detailing date, amount & description)
• Payroll records (all employee personal data and ongoing timesheets)
• Tax documents and returns (lodged returns with the ATO)

We are registered tax accountants offering a range of services that complement our bookkeeping offer. Services such as tax lodgement, navigating complex tax situations and strategic business planning and more.

AD Partners focus on three main benefits.

Over and above minimising time constraints, your bookkeeper can help ensure that your business is compliant with all legislation, keep abreast of any changes in laws, including those pertaining to payroll and taxes.

A bookkeeper can additionally provide a bird’s eye view of your company’s financial health and advise whether you need to refrain from certain business actions that could put your business at financial risk.

There are many benefits of engaging a strong bookkeeper, particularly one that has a strong accounting team working closely with them, which is exactly what we have at AD Partners.

Benefits include:

  • Accurate financial records
  • Reconciling bank transactions
  • Fulfil your tax obligations
  • Saves you time
  • Cash flow analysis
  • Cost monitoring and control
  • Compliance of payroll and superannuation
  • Regular financial reporting
  • Budget control
  • Tax planning
  • Improved data security
  • You can focus on growing your business
  • Better relationship with banks
  • Better relationship with investors
  • Expert advice as and when you need it

Our bookkeeper’s work closely with our in-house accountants to ensure your business’s overall health is in order.

AD Partners is entirely focused on achieving the best possible results for you, our client. After all, making sure your balance sheets and profit margins are up to date and accurate is just the start. We also make planning a lot easier for you by adjusting and streamlining your systems to match your business processes.

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