Our Services
Taxation Services
Hassle-free tax services you can rely on
It’s our claim to fame. That means you’ll always get the most up-to-date and accurate advice. There’s more to accounting than being able to get you a ‘good refund’ at tax time. Whatever your individual or business situation, we work with you to understand your financial position and help you create a long-term plan to achieve your best results.
Income tax returns for:
Individuals
Partnerships
Trusts
Companies
Self-managed super funds
Tax advice on topics such as:
Capital Gains Tax
Foreign income
Fringe Benefits Tax
Division 7A loans (company loans)
Superannuation Guarantee
Tax planning to forecast your tax bill so you have no hidden surprises and we can plan ahead
Applications for PAYG Withholding variation, private rulings, ABN and GST, and payroll tax
We can also act as your contact point with the ATO so you never have to sit on hold again
Small business accounting services
Let’s put an end to those sleepless nights
We’d rather you had sweet dreams. So, as your advisor, we’ll help support you with resources, guidance and as much hand holding as you need on your small business journey. We’ll talk you through the number crunching, looking back and projecting forward. You’ll find out what’s really going on inside your business and how you can grow confidently to the next stage.
Get your numbers working for you
Bookkeeping services
Management performance reports
Financial projections and budgets
Preparation of year-end financial statements and reports
Online accounting
Let’s make the best choice, together
There’s no need to be overwhelmed by the choice of accounting systems available to help your small business: Xero, MYOB, QuickBooks, Cashflow Manager, Wave, Invoice2Go, Saasu, Netsuite, it’s a long list! We’ll simply match you with the system that best suits your business needs. Even better, we’re here to help with set-up, training and ongoing support.
We’ll be your business sidekick
If you already have an accounting system, but no idea how to use it, we won’t judge! We want you to feel confident to use your system properly and to its full capability. So, we’ll train you up and be by your side in case you need a hand.
Specialist services
We’re here to help you
At By the Bay Tax and Accounting, we’re not your average annual compliance, filing-taxes set-up. We want more for you, so we offer a full range of services to cover all bases. In a language you can understand, here are just some of the things we can help you with:
Brainstorm your business idea to see if it will be profitable.
Analyse business running costs and set a budget to help you keep more of your hard-earned income.
Help you set-up Profit First.
Select the right business structure and tell you all you need to know because the differences between a sole-trader / company / trust makes a big impact if not implemented correctly at the right time.
Complete due diligence checks when purchasing a business. We check all statements made by the seller are actually true.
Keep ASIC up to date with company details, shareholder or director changes.
Prepare trust minutes for distribution or changes in trustees.
Prepare partnership and shareholder agreements, so that business with family or friends doesn’t get messy.
What People Are Saying…
“Shelly is a wealth of knowledge! I am so happy to have found her, she provided me with invaluable knowledge regarding setting up a business. I can't recommend this business enough!”
— Sarah . B
“Shelly has provided support for my small business for a number of years now, and I could not recommend her highly enough. She is so down to earth and is more than happy to walk through financial scenarios using laymans terms. She was also more than willing to answer any queries I may have, or to repeatedly go over the same concepts until I could get my head around them! Her caring and patient nature consistently come through in our consults, which is paired with a razor sharp mind and passion for all things accounting and finance. She certainly ticks all the boxes!”
— Miranda . M
“Shelly was really knowledgeable and helpful. She applied for things on the spot for me so I didn't have to later and had a lovely friendly energy. Highly recommend having a chat to her for small business tax needs!”