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!
PROFESSIONAL ACCOUNTING SERVICES AND BOOKKEEPING TAILORED TO SMALL BUSINESSES
BALLARAT ACCOUNTING AND TAX SERVICES
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
Industries We Serve in Ballarat
- Small to Medium Businesses
- Tradies, Construction & Building Industry
- Health & Beauty
- Retail
- Hospitality
- Real Estate
- Education
Pricing structure
TAX LITE PACKAGE
What’s included
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Year End Financial Accounts
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Year End Tax returns for business
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Year End Tax returns for Beneficiaries/Directors (for ONE only)
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Phone & email support
TAX STANDARD PACKAGE
What’s included
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Year End Tax returns
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Year End Financial Accounts
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Year End Tax returns for Beneficiaries/Directors (up to 4)
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Review of taxation structure
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Review of business situation
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Annual Tax Planning
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Division 7a And Directors Loan Issues
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Annual ASIC Compliance
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1 meeting per year – either in person or via Zoom
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Liasing with the ATO
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Phone & email support
TAX SERVICES
INDIVIDUAL RETURNS
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For PAYGW Employees
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Tips on how to increase your refund for your industry
sole trader individual returns
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Phone and email support
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Full sole trader tax assistance
Tax SMSF (Self Managed Super Fund)
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Year End Financial Accounts
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Year End Tax returns
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Review of taxation structure
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Year End Tax returns for Beneficiaries/Directors (up to 5)
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Review of business situation
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Annual ASIC Compliance
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Phone & email support
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Unlimited meetings per year
Tax Add-on Services
Payroll one-offs
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Rental schedule charge
From$60AUD + GST -
Capital gains tax
$180AUD + GST -
Fringe benefit tax
$350AUD + GST -
Tax audit or review
From$250AUD + GST -
Past years catch up tax returns
Priced on quote -
Set up of company (includes ASIC fee)
$1800AUD + GST -
Set up of any trust
$800AUD + GST -
Set up of SMFS
$2500AUD + GST -
Tax planning session
$500AUD + GST
LOVE FROM OUR CLIENTS
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.