Services · For accounting and financial planning firms
Our services for accounting and financial planning firms
We do the preparation behind your firm's name: the year's accounts and tax returns, and the bookkeeping that feeds them. You keep the client, the review and the sign-off.
Is this for you?
- You're an accounting firm, a tax agent or a financial planning firm
- You have more client work than your team can take on
- You want a set price per job, agreed before we start
Two services
Choose the work you want to hand over
Accounting and tax
Business returns from $450, individual returns from $75, before GST
For year-end work on your clients' entities and their owners.
- Financial statements, including interim accounts
- Tax returns for sole traders, partnerships, family trusts, companies and individuals
- BAS and annual GST reconciliations
- FBT returns
- Depreciation schedules and asset registers
Bookkeeping
Quoted on your clients' volume
For clients whose books need keeping through the year.
- Bookkeeping and bank reconciliations
- Accounts payable and accounts receivable
- BAS and IAS
- Payroll
A whole practice
Handing over more than a few clients?
If you want us to prepare the work for your whole practice, or a large part of it, ask us for special pricing. We'll look at your client list and quote on it.
Lodging
Who lodges
- Your firm is a registered tax agent: the draft return comes back to you. You review it and lodge it under your own number.
- Your firm is not a registered tax agent: we lodge the return under our number, 24702003 (check it on the TPB register).
SMSF work is on another site
SMSF accounts and audits
Dhan Accountants prepares SMSF accounts for firms at smsfoutsourcing.com. SMSF audits are done by a separate firm, at smsfaudits.com. Neither is offered on this site.
Tell us what work you have. We'll confirm the fee in writing.
A few lines about your firm are enough. We reply within one working day.