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CFO and Tax Advice is a CPA Practice based in Oakleigh South, Victoria, providing strategic financial leadership, accounting, and advisory services to small and medium enterprises across Australia. The firm offers CFO support, corporate advisory, bookkeeping, and BAS services with a focus on proactive tax planning and monthly financial reporting with written commentary.
Unicorn Taxation & Accounting is a Chartered Accountants firm that specializes in tax and accounting services for small businesses, individuals, and companies. They are a Registered Tax Agent and ASIC Agent providing compliance, advisory, and assurance services across Australia.
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Verify TPB registration for tax advice and lodgement. Ask about their experience with businesses like yours, what services they offer (bookkeeping, tax, payroll), and their fee structure. Request references or check verified reviews.
Tax Practitioners Board (TPB) registration is mandatory for anyone providing tax advice or lodging tax returns in Australia. It ensures the accountant meets professional and ethical standards.
Most small businesses meet quarterly for review and planning, monthly for bookkeeping support, and annually for tax preparation. Frequency depends on your business size, complexity, and cash flow needs.
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Bring recent bank statements, invoices, receipts, last year's tax return, and a summary of your business structure and annual turnover. This helps the accountant assess your needs quickly.