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PROFESSIONAL ACCOUNTING SERVICES AND BOOKKEEPING TAILORED TO SMALL BUSINESSES

BALLARAT ACCOUNTING AND TAX SERVICES

Learn more about your Ballarat Accountant and Bookkeeping Team. Our team includes skilled tax accountants and bookkeepers who are experts in their field. Get in touch today!

Welcome to Shoebox Books & Tax, your dependable and reliable ally in providing Tax and accounting solutions tailored for small businesses!

We understand the unique challenges faced by small businesses, particularly in managing the intricacies of tax, accounting, and bookkeeping. Our dedicated team of Ballarat accountants draws on a deep knowledge of the local business environment and Australian tax regulations. We pride ourselves on delivering personalised service, ensuring precision in financial reporting and compliance that fosters confidence among our clients.

Our goal is clear: to enable Ballarat businesses to thrive by providing expert advice and removing the uncertainty associated with financial planning and tax returns. By offering comprehensive accounting services and adhering to stringent standards, we help you maintain a clear focus on growing your business.

Let us handle the complexities of finance while you concentrate on what you do best—driving the growth of your business. Discover why we are recognised as leaders in accounting and tax services in Ballarat, and how we can assist you in navigating your financial situation with confidence.

Our local experts

Why Us?

Small Business Specialists

We understand the unique needs of the typical business owner. Our tax accountants also specialise in catering to any unique requirements, offering tailored business bookkeeping and services that fit your budget and requirements.

Free Consultation

We offer a consultation for all potential new bookkeeping professionals or clients interested in any of the bookkeeping services offered at Shoebox Books & Tax.

Local Expertise

Our team is deeply knowledgeable about Australian tax regulations and local business practices, ensuring accurate and compliant company tax returns, accounting and record keeping.

Time Savings

Free up your valuable time by entrusting us with the time consuming financial details, allowing you to focus on growing your business.

Peace of Mind

With our own bookkeeping software and services, you can be confident that your financial records are in safe hands, reducing errors and minimising financial stress.

Affordable Service

We offer competitive pricing on our bookkeeping costs without compromising on the quality of service, making professional bookkeeping services accessible to medium and small businesses.

LOVE FROM OUR CLIENTS

100's of satisfied small business owners and tradies Australia wide

Jason and Amy from Shoebox Books and Tax have been absolutely incredible! I had a significant backlog of both business and personal finances, and they handled everything seamlessly. Their expertise and efficiency made what felt like an overwhelming task so much easier.

Not only was their process straightforward and stress-free, but their communication was also fantastic every step of the way. They kept me informed, answered all my questions, and ensured everything was sorted with professionalism and care.

I highly recommend Shoebox Books and Tax to anyone needing reliable, knowledgeable, and friendly bookkeeping and tax services. Thank you, Jason and Amy, for making this process so smooth!

Kaylah Drawbridge

I’ve had an amazing experience working with Shoebox Books Townsville North. They were incredibly patient and knowledgeable while helping me get trained in Xero. I went from feeling overwhelmed to feeling confident in managing my accounts, all thanks to their clear explanations and hands-on guidance. Professional, responsive, and genuinely helpful-highly recommend their services to anyone needing bookkeeping support or Xero training!

Lisa O’ Mera

Brilliant service, professional and friendly. Complete peace of mind and very efficient. Would highly recommend.

Mitch Barton

The team at Shoebox Books has been so fantastic for me and my business! I couldn't recommend them highly enough! Friendly, approachable and professional. Thank you!

Jade Read

Lisa is a brilliant bookkeeper. She goes above and beyond for all her clients. She cares deeply about the success of her clients and will go out of her way to see you doing well. I have hired may bookkeepers before and Lisa stands out as the best!

Lucia Zelesco

My Shoebox Bookkeeper, Debbie Curnow, has been an angel. Debbie had to step into some pretty big shoes under very stressful times. We were also undergoing numerous accounting changes as well as migrating our accounts from MYOB to Xero. Debbie was calm, confident and knowledgeable and within a very short period of time had everything under control.

Wendy Stapleton

I started working with Lauren at Shoebox Bookkeeping in 2016. I can tell you that she has transformed my life. She is non-judgmental at the state of my accounts but more importantly she works tirelessly to keep everything in shape. Lauren is responsive, organised and a true professional...oh and just a really lovely human being.

J Hendry

We have been working with Andrea from Shoebox Books Ferntree Gully for the last 6 months. Andrea is highly knowledgeable and has helped our business grow through detailed advice and recommendations. She is very proactive and dedicated to ensuring all our accounting needs are taken care of. We could not recommend Shoebox Books Ferntree Gully more highly.

S Stackhouse

"Shoebox Books Penrith is a life saver for my business. Bill, is a forward thinker to everything related to bookkeeping and has been incredibly helpful for my business. He is highly reliable, proficient and efficient in his work and provides one of the most amazing customer service I have ever experienced. I highly recommend working with Bill Boko, he will help you focus on the growth of your business, while monitoring and controlling your cashflow."

Andree Nenkam

Working together with Olena has been transformational for our business. She has introduced us to systems, given expert advice and made sound recommendations. I would give Olena the highest endorsement for any business looking for a highly professional bookkeeper to add value to their business.

Damian Edwards

Industries We Serve in Ballarat

  • Small to Medium Businesses
  • Tradies, Construction & Building Industry
  • Health & Beauty
  • Retail
  • Hospitality
  • Real Estate
  • Education

OUR TAX AND ACCOUNTING SERVICES

TAX RETURNS

At Shoebox, we keep things simple. Regardless of how complicated your financial situation may be, our tax experts can help you plan, prepare and lodge your tax returns, both for individuals and businesses. Our focus is to ensure that you comply with taxation laws and regulations while maximising your tax savings.

TAX ADVICE

As a tax and accounting service provider, we play a key role in guiding you through various tax situations. Our tax experts will give you practical tax advice and help you implement it into your tax planning. We understand the tax laws and regulations in Australia and can help you deal with any tax-related issues that may arise.

BUSINESS ADVISORY

Get real-world, professional business advice and expertise by tax and accounting industry experts. No matter what moves your making in your business, Shoebox has your back. We’ll help you plan, execute & manage business and finance strategies.

TAX STRATEGY

We go through and create an effective & practical annual tax strategy for you. Tax planning and strategising is key for any tax scenario.

BUSINESS REVIEW

Choose our 'Tax Standard Package' and we'll do a complete business review, focusing on business structure and tax processes.

TAILORED ACCOUNTING

We believe that every client is different, which is why we tailor and customise our tax services to your specific needs. Client experience is our top priority!

Pricing structure

TAX SERVICES

Add to your package
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INDIVIDUAL RETURNS

Suits employees & staff
  • For PAYGW Employees
  • Tips on how to increase your refund for your industry
From
$150
AUD + GST
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sole trader individual returns

Suits a traditional sole trader who does not employ or use sub-contractors
  • Phone and email support
  • Full sole trader tax assistance
$540
pa + GST
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Tax SMSF (Self Managed Super Fund)

Suits Self Managed Super Funds
  • Year End Financial Accounts
  • Year End Tax returns
  • Review of taxation structure
  • Year End Tax returns for Beneficiaries/Directors (up to 5)
  • Review of business situation
  • Annual ASIC Compliance
  • Phone & email support
  • Unlimited meetings per year
Priced on quote
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Tax Add-on Services

Add extra services to your package

Payroll one-offs

  • Rental schedule charge

    From
    $60
    AUD + GST

  • Capital gains tax

    $180
    AUD + GST

  • Fringe benefit tax

    $350
    AUD + GST

  • Tax audit or review

    From
    $250
    AUD + GST

  • Past years catch up tax returns

    Priced on quote

  • Set up of company (includes ASIC fee)

    $1800
    AUD + GST

  • Set up of any trust

    $800
    AUD + GST

  • Set up of SMFS

    $2500
    AUD + GST

  • Tax planning session

    $500
    AUD + GST

FREQUENTLY ASKED QUESTIONS

What sets your Ballarat accountants apart from other accounting services?

Our specialised focus on both medium and small businesses, local expertise, competitive pricing, and firm commitment to accuracy and compliance make us the best and tax accountants in Ballarat. Whether you’re after business advisory, financial planning or one-off accounting services you can count on a Shoebox Books team to deliver great customer service every time.

How do you ensure data security and confidentiality?

We take data security seriously. We use secure, encrypted systems for data storage and follow strict confidentiality protocols to safeguard access to your financial information.

How do you ensure compliance with Australian Tax Regulations?

Our team is well-versed in Australian tax laws and stays updated with any changes. Your tax agent will meticulously maintain records using tax checklists and prepare reports to ensure compliance.

What services can a tax accountant provide?

A tax accountant, especially in Ballarat‘s local market, offers a broad range of services. They specialise in preparing and filing tax returns, ensuring small business owners benefit from optimal taxation strategies. Their role extends beyond mere cost calculations; they provide valuable advice on financial matters, helping clients save money. By keeping clients informed and offering support, having a dedicated tax accountant can be extremely helpful for a local business owner new to the world of tax as a business entity.

What is the difference between accounting and bookkeeping?

While bookkeeping needs are often referred to interchangeably, each of these services perform unique functions in business finance. Bookkeeping focuses on accurately recording financial transactions, which is crucial for business owners and clients. It’s about maintaining accounts, preparing financial statements, and managing cash flow, an essential skill for a professional tax accountant to use while optimising tax returns to help you save money.

Accounting, handled by experienced, fully qualified tax accountants, interprets this data, offering innovative solutions and professional advice for financial year reporting, business activity statements, management reporting, budgeting, and reducing costs. It’s more analytical, helping businesses find efficiencies and reach their financial potential.
Accountants often provide strategic planning and support, making them essential for many businesses seeking to reduce costs and maximise tax benefits.

How do I find an accountant in my area?

You’ve landed on the right page! We happily accommodate both in-person consultations with our Ballarat-based team and virtual meetings for your convenience. Our widespread presence ensures you’ll find a local office in your area, allowing easy access to our services across the region.

Do you offer other financial services apart from tax and accounting?

Yes! Outside of providing basic accounting and tax services, our Ballarat branch offers bookkeeping services such as Business Advisory, Bank Reconciliation Financial Planning, BAS Lodgement, Payroll Processing and more! You can check out our Bookkeeping Services page to learn more. We also offer the following additional services:

ACCOUNTS PAYABLE

Effortlessly manage your payables with our Accounts Payable service. Our tax accountants streamline your bill payment process, ensuring timely payments, taking advantage of tax offsets, and reducing late fees. Count on us to maintain strong vendor relationships while keeping your business finances well in order.

ACCOUNTS RECEIVABLE

Boost your cash flow and improve your credit control with our Accounts Receivable service. We manage your invoicing, follow up on outstanding payments, and ensure that your receivables are collected promptly. Let us help you maintain a healthy financial balance for your small business.

SOFTWARE SERVICES

Software Training, Setup, and Certification: let us help your team gain the confidence to get the job done, with our comprehensive training and knowledge. We work with most major accounting softwares, with our certified expertise as a Xero Platinum Partner and Gold MYOB Partner.