Accounting for Tech, SaaS & IT Businesses

We manage every aspect of your tax lifecycle — from BAS and IAS lodgements to company income tax, ensuring your obligations are met and opportunities are optimised.

Our team keeps your compliance aligned with Australian Taxation Office (ATO) standards while helping you structure for efficiency and growth.

Includes:

• Company and Trust Income Tax Returns
• Business Activity Statements (BAS)
• Instalment Activity Statements (IAS)
• R&D Tax Incentive guidance
• Fringe Benefits Tax (FBT) and contractor compliance reviews
• Taxable Payments Annual Report (TPAR)

Our team prepares AASB-compliant financial statements for SaaS, software, and IT businesses.
We help you establish and document accounting policies relevant to your model — from revenue recognition to expense allocation and capitalisation — ensuring your reports reflect both compliance and commercial logic.

Includes:

• AASB-compliant financial reporting

• Drafting of accounting policies for SaaS revenue and expenses

• Expense allocation frameworks and deferred revenue treatment

• Audit-ready financials for lenders, boards, and investors

We build dynamic 3-way forecasts connecting Profit & Loss, Balance Sheet, and Cashflow — so you can predict, not react.
Our Virtual CFO service helps tech and SaaS founders interpret the data behind growth: runway, cash burn, and investor-readiness.

Includes:

• Rolling forecasts integrated with Xero and Power BI

• Scenario planning for growth, funding, and hiring

• SaaS KPI dashboards (MRR, ARR, CAC:LTV, churn, Rule of 40)

• Strategic CFO advisory for scaling businesses

We manage your books with precision and automation — tailored for fast-moving SaaS and tech environments.
From GST reconciliation to TPAR and payroll compliance, our bookkeeping services ensure you stay compliant and cashflow confident.

Includes:

• Payroll and Single Touch Payroll (STP) compliance

• GST preparation and reconciliation

• Contractor and TPAR (Taxable Payments Annual Report) management

• Bank reconciliation and monthly reporting

• Xero setup, maintenance, and support

We deliver board packs and management reports that turn financial data into strategic intelligence.
Our reporting framework gives both a high-level executive view and granular detail — helping leadership teams track performance, justify funding, and stay aligned with key objectives.

Includes:

• Monthly management reports tailored for SaaS metrics

• Board reporting packs with commentary and trend analysis

• KPI dashboards: MRR, churn, gross margin, runway, and utilisation

• Variance and performance analysis with visual summaries

• Strategic recommendations and insights for directors