Your Optimised Business Take-off
Ditch the jargon
Never get lost in a sea of BAS, EOFY, ITR, SMSF, NOA, TFC, IAS and… dog’s breakfast.
We speak plain English. You focus on making your business shine, we’ll handle the technicalities.
Launchpad = compliance + reports + tech + spark 
Our launchpad begins your business’ journey into growth. It gives you solid foundations from which to make real-time decisions. These essential services are covered in our offer when you sign on, and we include only what you need. No more, no less.
But we don’t just stay on the ground playing catch-up. We’re accountants all about creating results beyond the books, in real life.
The Optimised Spark 
Upfront advice
As a small business based in the western suburbs of Melbourne (with clients across Australia), and 60 years of experience combined across the team, we’ve been in your shoes.
You’re one conversation away from advice how to best resolve your issues and celebrate your successes.
Plan your growth
The point of getting all your finances in order is so you can grow them. We’ll have discussions and yearly planning sessions about where you business is heading.
Always optimising
We’re just like a team of scientists who look for every smallest improvement for a much safer, faster and innovative rocket.
Whether that’s implementing a process on our end to make your life easier or finding opportunities in your business.
Boosters
Once we have lift-off, our additional services give your business that push to fly further.
(Which we quote you beforehand. No surprises.)
Establish your business right
Getting the structure and registrations right can make a world of difference with supporting your finances.
Example services included 🠟Switching to Xero made easy
If you’re already on a digital accounting platform, we know how to funnel from one system to another. You just focus on learning the new one.
When a business opportunity arises, we help you make it happen
Need advice for managing a financial project, or to improve your current processes, to make your business pop? We’ll guide you through it.
Example services included 🠟Making an elegant exit
You love what you do, but everyone deserves to retire someday. We know how to make the most of your business growth so you can exit with peace of mind and a generous reward for all your years of hard work.
For Down to Earth businesses in growth
Let’s be real: you’re not actually flying spaceships, you’re building a sustainable business that’s more than just a job.
You’re looking to move beyond the day to day grind of managing documentation, and much rather focus on:
We’re not just about giving you the certainty that you’re on top of it all, on time and saving costs. We progress beyond survival mode so we can workshop with you better strategies and future.
Optimised Accounting has proven experience in service-based businesses in these industries: construction, financials, engineering, programming, medical practices and so forth, but we’re always curious about new ways people do business!
And if you’re a contractor, we have a package for you as well.
Unlike concrete, our launchpad isn’t fixed: we adjust our fees according to the scale of your business.
And if your business isn’t ready yet to take full advantage of what we offer in return for your investment, we won’t take advantage of you.
Have a chat with us!
Tell us about your business below and we’ll book in a discovery meeting with you
Not ready yet?
Sign up to our newsletter which will help you grow your business in the meantime.
How it works
Mutual respect and expectations
We take our role as proactive accountants seriously (but not ourselves too much). To deliver our services to you, we guarantee frequent contact and upfront communication.
In return, we ask our clients to be responsive and honest about their business, in order to avoid late fees and tax headaches.
What our clients say
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The Optimised Accounting team is brilliant in caring for its clients and helping them understand their obligations and responsibilities and manage their accounting both business and personal.
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I am so impressed with Optimised Accounting and the staff that stand behind the business name.
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The team at Optimised Accounting are extremely efficient and knowledgeable of everything accounting.
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FAQs
Do you complete individual tax returns?
Sorry, we only service businesses!
If you’re sole trader and our fees are not in your budget yet, sign up to our newsletter to help your business grow.
Do you do my bookkeeping?
We don’t have bookkeeping as a service, but once we train you for and set up your Xero file, it’ll be easier for you to:
- Reconcile your income and expenses in the Xero feed
- Pay your bills
- Pay your staff members
- Pay your employee’s super
I already have a bookkeeper, how do we all work together?
You can retain your bookkeeper, we simply split the workload like this:
- Your bookkeeper will continue with the day-to-day transactions, such as reconciling your Xero feed, paying your bills, staff members etc.
- We will complete big picture tasks, such as completing your BAS, tax returns, tax planning and strategic meetings.
If your bookkeeper usually prepares your BAS and they would like to continue this, we still will review their work and lodge it for you.
The good thing about us reviewing the BAS is that we may pick up on things that have been reconciled incorrectly and ensure GST has been applied correctly. This also means that you receive our agent due date extensions, which means you have longer to pay your BAS to the ATO (if you need to pay).
We will work in partnership with your bookkeeper to make things as seamless for you as possible.
We will still send final documents to the Director or Business Owner for electronic signatures.
What is expected of me?
The services we provide cover the strategic side of business finances: ATO compliance, tax planning and goal setting.
You will be responsible for reconciling your Xero feed (which we’ll train you how to use), pay your bills, staff members, super, etc.
Other than that, we reasonably expect you to keep us in the loop on a regular basis about financial changes and the work we ask you to complete, so that you can avoid tax headaches down the road. For more information about our mutual obligations, see the Service Standard page.
What does your BAS process look like?
At the start of each quarter, you will receive an email to remind you it’s time to begin your BAS process. Once you’ve reconciled everything on your end and click the ‘ready’ button within the email, we’ll start working on your BAS and have it ready within 14 days (subject to all information being provided).
If you’re not ready yet, you’ll receive two more email reminders before we chase you up to ensure your BAS is lodged on time.
Once you’ve electronically signed and approved our work, we’ll lodge with it with the ATO.
What about using MYOB, or Quickbooks?
We’re true blue. We believe Xero is the best accounting package for businesses. We’ll help you migrate over, it’s all part of our core service.
What’s the process for changing accountants?
Transferring from an existing accountant can be a stressful process, but we’re here to make it smooth:
- You have a meeting with us, get sent a proposal, and if you’re satisfied, sign it.
- We will ask for your Xero file access and/or previous financials to see how your business is operating.
- We send an ethical clearance to your current accountant.
- They send us any paperwork they have.
- Depending on where it is in the financial year, we may ask that you wait until a certain return or quarter is finished.
- We will swap you over to our systems and ATO list, and start doing what’s needed, keeping you in the loop.
Who will I be in touch with in the team?
Optimised Accounting is a concise team. We rely on each other’s various skills to deliver everything you need. While you will have a primary point of contact, you will likely be in touch with a few of them at different stages. See our team page for more details.
Ready to go?
We’d love to know more about your business. Follow the link below to fill in our form, and we will get back to you to schedule a discovery session.