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 Bookkeeping and Accounting Services Tailored to Small Businesses
Melbourne Bookkeeping, Accounting and Tax Services
Welcome to Shoebox Books & Tax, your dependable and reliable ally in providing bookkeeping solutions tailored for small businesses!
Recognising the unique challenges and requirements of small enterprises, our devoted team stands ready to assist you in seamlessly managing the complexities of financial administration.
Drawing from extensive experience within Melbourne's dynamic business landscape, we take pride in our comprehensive understanding of Australian tax regulations and our unwavering commitment to maintaining the utmost accuracy and organisation in your financial records. Our objective is straightforward: to empower Melbourne small businesses to flourish by eliminating the uncertainty from bookkeeping and ensuring strict adherence to compliance standards, thus fostering confidence.
Allow us to manage the numbers while you focus on what you excel at – nurturing the growth of your business. Discover why we are regarded as pioneers in Melbourne's bookkeeping sector and how we can contribute to your journey towards financial prosperity.
Get To Know Your Melbourne Bookkeeping and Accounting Team
Industries We Serve in Melbourne
- Small to Medium Businesses
- Tradies, Construction & Building Industry
- Health & Beauty
- Retail
- Hospitality
- Real Estate
- Education
Pricing structure
Lite Package
What’s included
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Free Shoebox Kit
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Quarterly Profit & Loss Report
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Quarterly Consultation
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Quarterly preparation and lodgement of BAS
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Bank Reconciliation (up to 2 accounts)
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Monthly data entry
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Email & phone support
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Liaise with your accountant (or use Shoebox Tax)
bookkeeping services
Payroll Processing
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Payroll reports
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Income Statements prepared
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Wages Reconciliation
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Income Statements finalised with STP
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Superannuation Reconciliation
Payroll one-offs
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Time & Attendance Software
Set up, 2 hours of training and integration into accounting software-
Recommended for food & bev and retail industries
$600AUD + GST -
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Payroll Set Up
To set up of your preferred software's payroll centre, STP connection and superstream-
For up to 5 employees
$250AUD + GST -
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Workers Compensation Annual Return
$80AUD + GST
Accounts Payable
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Learn to Track Your Payables
We'll set up and train you in the use of receipt tracking software, to help collate your invoices and bills-
Includes 2 hours of training
$500one off AUD + GST -
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Entering Your Payables
Entering all your bills. Be sure to know what you owe to who by having us enter all your bills before you pay them-
Includes receipt tracking software subscription
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If you are in Food & Bev, you MUST use this package
$120per month AUD + GST -
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Paying Your Payables
Yes, we can pay your bills for you! We'll send you a report monthly and you decide what to pay.-
Includes entering your bills
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You must provide your bookkeeper with internet banking individual login details
$250per month AUD + GST -
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Job Tracking
Tracking the money you spend per job can make or break your business.-
Involves job allocation
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Includes entering your bills
$200per month AUD + GST -
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Stock Control Set Up
For Retail and Food & Beverage, it's important to track your stock; track your most popular items and know your margins on these.-
Set up of industry specific software add-ons and training
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Includes 2 hours of training
$600one off AUD + GST -
Accounts Receivable
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Track Your Income
Set up and monitoring of invoice reminders with accounts receivable reports monthly.-
Setting up & monitoring invoice reminders
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Accounts receivable report monthly, so you can chase those that still owe
$100per month AUD + GST -
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Quotes & Invoices
On the road too often and can’t get your quotes out? We’ll prepare you invoices and quotes through a voice app on your phone.-
Quote Preparation
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Invoice Preparation and Monitoring
$240per month AUD + GST -
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Debt Collection
Includes debt collection software subscription, set up and maintenance.-
Talk to your bookkeeper about a more detailed quote
$150per month AUD + GST -
Add-on Services
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Cloud Software Set Up
$350AUD + GST -
Bookkeeping Health Check
We’ll check your software file & make sure everything is working properly$350AUD + GST -
Change monthly data entry to weekly
Weekly data entry$180per month AUD + GST -
Training
Minimum 2 hours$240AUD + GST -
Check & Lodge
We’ll check your bookkeeping skills & lodge your BAS$100per month AUD + GST -
Catch up work
When you are more than one year behind$80per hour AUD + GST -
GST Registration
$50AUD + GST -
PAYGW Registration
$50AUD + GST -
Rental property schedules
$225per property AUD + GST -
EOFY account checks
Let us check your bookkeeping skills before you send it to your accountant. We'll let you know what to fix to save you on accounting fees.$100per hour AUD + GST -
E-Commerce Platforms
(i.e., Square, Shopify, PayPal, Stripe)from$30per platform AUD + GST -
Business Line of Credit / Business Loans
from$50per loan AUD + GST
accounting software
LOVE FROM OUR CLIENTS
Frequently Asked Questions
What sets your accounting services apart from other Melbourne bookkeeping 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 bookkeepers and tax accountants in Melbourne.
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 Melbourne‘s dynamic 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 small 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 get started with your bookkeeping services?
Simply contact us through our website, email, or phone. We’ll set up a free consultation to discuss your specific needs, provide innovative solutions, and get you started on the path to financial success for your business.
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 Melbourne-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 bookkeeping?
Yes! Outside of providing basic bookkeeping and services, our Melbourne branches offer tax and accounting services such as tax returns, tax advice, business advisory services, tax strategies, business reviews and tailored accounting. You can check out our Tax 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: we help businesses maximise their software efficiency with our comprehensive training, expert setup services, and certified expertise as a Xero Platinum Partner and Gold MYOB Partner.