Bookkeeping & CFO Services in
St Leonards

Welcome to Carbon St Leonards, your trusted partner in Bookkeeping and CFO Services

Accredited as Xero Platinum and MYOB Diamond Partners, we pride ourselves on delivering excellence in financial management tailored to small to medium-sized businesses in the St Leonards and greater Sydney area.

Our team comprises of Registered BAS Agents and skilled bookkeepers dedicated to providing comprehensive solutions for your financial needs. Our team of bookkeepers in St Leonards are led by Bookkeeping & CFO Services Partner, Wellington Takakura. Wellington brings a wealth of knowledge and expertise to the team and ensures that we are delivering high-quality and tailored services to clients. From meticulous bookkeeping to strategic CFO support, our bookkeepers in St Leonards offer a range of services to streamline your business operations and drive growth.

Looking for assistance outside of bookkeeping and CFO services? Our bookkeepers in St Leonards’ goal is to ensure businesses feel secure in every aspect of their operations. That’s why, within the Carbon network, we can provide our St Leonards bookkeeping clients with access to additional services such as finance and lending, financial planning, accounting and tax, business insurance and R&D and grants.

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Accounts Payable & Receivable

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Calendar

BAS
Lodgments

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Computer

Xero
Setup & Training

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Virtual
Assistant

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Business Systems

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CFO Services

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Why Choose Our Bookkeepers in St Leonards For All Your Bookkeeping & CFO Needs

  1. Expertise: Our bookkeeping and CFO services team in St Leonards are here to help you with your business needs.
  2. Personalised Service: We tailor our bookkeeping services in St Leonards to meet your specific requirements.
  3. Technology Integration: As Xero Platinum and MYOB Diamond Partners, we leverage cutting-edge technology for seamless financial management.
  4. Strategic Insights: Our CFO services in St Leonards provide valuable insights to drive business growth.
  5. Proven Track Record: We have a proven track record of delivering results for our clients.
  6. Industry Specialisation: We cater to businesses across various industries in the St Leonards and greater Sydney areas.
  7. Data Security: Our bookkeepers in St Leonards prioritise the security and confidentiality of your financial data.
  8. Transparent Pricing: Our bookkeeping pricing packages in St Leonards are transparent and competitive.
  9. Exceptional Support: Our bookkeeping team in St Leonards provide ongoing support to ensure your financial success.
  10. Local Presence: We are a St Leonards-based team dedicated to serving our local community.

Begin Your Journey with Carbon St Leonards

Ready to experience the impact of Carbon St Leonards on your finances? Let our bookkeepers in St Leonards guide you:

  1.  Initial Consultation
  2. Needs Assessment
  3. Tailored Solution Proposal
  4. Implementation
  5. Ongoing Support
  6. Periodic Reviews
bookkeeping and payroll sydney

Bookkeeping by experts, the advantages are clear.

Frequently Asked Questions

Bookkeeping is essential for businesses as it involves the systematic recording, tracking and organising of financial transactions. It provides accurate and up-to-date financial data, which is crucial for making informed business decisions. Bookkeeping helps businesses monitor cash flow, track expenses, prepare financial statements and ensure compliance with tax regulations. Without proper bookkeeping, businesses may struggle to manage their finances effectively, leading to potential cash flow problems, inaccurate financial reporting and compliance issues.

Outsourcing bookkeeping offers several benefits for businesses including:

  1. Expertise: Outsourcing allows you to access the expertise of professional accountants and bookkeepers in St Leonards who specialise in financial management.
  2. Cost Savings: Outsourcing can be more cost-effective than hiring an in-house bookkeeper, as you only pay for the services you need, without the overhead costs associated with hiring and training employees.
  3. Time Savings: By outsourcing bookkeeping tasks, you can free up valuable time to focus on core business activities and strategic initiatives.
  4. Accuracy and Compliance: Professional bookkeepers in St Leonards ensure accurate record-keeping and compliance with tax regulations, reducing the risk of errors and penalties.
  5. Scalability: Outsourcing allows you to scale your bookkeeping services up or down based on your business needs, providing flexibility and agility.
  6. Access to Technology: Outsourcing firms often use advanced accounting software and tools, providing access to the latest technology without the need for investment in software licences or upgrades.

Choosing Carbon St Leonards means partnering with a team of dedicated professionals who are committed to providing exceptional bookkeeping and CFO services tailored to your business needs. Our expertise as Xero Platinum and MYOB Diamond Partners ensures that we leverage advanced technology to streamline your financial management processes. We pride ourselves on delivering personalised service, transparency, and integrity in everything we do. With a proven track record of delivering results for our clients, our bookkeepers in St Leonards are your trusted partner for achieving financial success.

What sets Carbon St Leonards apart is our unwavering commitment to excellence and our unique approach to financial management. Our team of skilled accountants and BAS agents brings a wealth of experience and expertise to the table, allowing us to provide comprehensive solutions tailored to your specific needs. From meticulous bookkeeping to strategic CFO support, our bookkeepers in St Leonards go above and beyond to ensure that your financial goals are met and exceeded. Our dedication to innovation, technology and continuous improvement sets us apart as leaders in the industry, and we are proud to be your trusted partner in financial success.

We take data security seriously and implement robust measures to safeguard our clients’ financial data. Our security practices include:

  1. Secure Technology: Our bookkeepers in St Leonards use advanced accounting software with built-in security features to protect financial data from unauthorised access.
  2. Encryption: We encrypt sensitive data to prevent interception and unauthorised disclosure during transmission.
  3. Access Control: We restrict access to financial data only to authorised personnel who require it for their job responsibilities.
  4. Regular Backups: We regularly backup financial data to ensure data integrity and recoverability in the event of data loss or corruption.
  5. Compliance: We comply with relevant data protection regulations and industry standards to ensure the security and privacy of our clients’ financial information.
  6. Employee Training: We provide ongoing training and awareness programs to our team members to educate them about data security best practices and mitigate the risk of human error.
  7. Monitoring and Auditing: We monitor and audit access to financial data to detect and prevent unauthorised activities and ensure compliance with security policies and procedures.

Our bookkeepers in St Leonards have developed expertise across a diverse range of industries including but not limited to retail, hospitality, healthcare, professional services, technology and manufacturing. Our team’s extensive experience allows us to understand the unique dynamics and challenges inherent in each industry. By tailoring our services to meet the specific needs and objectives of businesses in various sectors, we ensure that our clients receive targeted support and guidance to achieve their financial goals. Whether you operate in retail, healthcare, or any other industry, you can rely on Carbon St Leonards to provide comprehensive solutions designed to drive growth and success.

Yes, Carbon St Leonards provides comprehensive support to businesses in meeting their tax obligations, including BAS (Business Activity Statement) lodgments, PAYG (Pay As You Go) withholding and reporting, and other tax compliance requirements. Our team of skilled accountants and BAS agents in St Leonards can handle all aspects of tax preparation and lodgment, ensuring compliance with relevant tax regulations and deadlines.

Yes, Carbon St Leonards offers comprehensive virtual CFO services to businesses seeking strategic financial guidance and support. Our virtual CFO services include in-depth financial analysis, budgeting and forecasting, cash flow management, performance monitoring, strategic planning, and advisory services. Whether you need assistance with financial strategy development, business planning, or decision support, our virtual CFOs in St Leonards can provide the expertise and insights you need to drive business growth and success.

Yes, our bookkeepers in St Leonards offers free consultations to businesses interested in our bookkeeping and CFO services. During the consultation, we’ll discuss your business needs, goals, and challenges, and explore how our services can help you achieve your objectives. We’ll also provide an overview of our service offerings, pricing structure, and the benefits of partnering with Carbon St Leonards. Contact us today to schedule your free consultation and take the first step towards efficient financial management.

Baja Project Management Case Study

As with any fast-growing project management company, Sydney-based firm, Baja Project Management, required simplistic (yet practical) bookkeeping to maintain its fast pace of business. From sub-par communication to unclear practices, it was evident that Baja Project Management needed to make a change — and quickly, if it wished to continue enjoying such success. To streamline Baja Project Management’s bookkeeping needs, our bookkeepers in St Leonards walked the business through a seamless transition that involved closing off loose ends, setting up an automated billing format and submitting end-ofyear results. Read more about Baja Project Management in our case study here.

bookkeepers in st leonards

With Carbon, you’ll only pay for what you need.

Take the Next Step. Book Your Free Consultation Today

Contact us today to schedule your free consultation and take the first step towards efficient financial management with our bookkeepers in St Leonards.

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    Our Latest

    A local team dedicated to your business...

    Wellington Takakura - Carbon Group
    Wellington Takakura
    -
    PARTNER
    Bookkeeping & CFO Services
    Wellington Takakura
    PARTNER
    Wellington joined us in 2019 when The Accounts Studio merged with us to launch Carbon Sydney. As a partner, Wellington takes pride in helping his clients work efficiently through automation, so they can focus on growing their business. Wellington is originally from Brazil, and moved to Australia in 2010 for a 6-month trip but never returned!
    Trudi Yip - Carbon Group
    Trudi Yip
    -
    PARTNER
    Bookkeeping & CFO Services
    Trudi Yip
    PARTNER
    Trudi joined us as a Partner in Sydney, following the partnership between her firm Numeric Eight and Carbon. Outside the office, Trudi enjoys spending time with her husband and their two Cavoodles, and can often be found still helping out the family business at the Sydney Markets.
    Marc Wiriadisastra - Carbon Group
    Marc Wiriadisastra
    CA
    PARTNER
    Bookkeeping & CFO Services
    Marc Wiriadisastra
    PARTNER
    Marc joined Carbon in 2017 as the establishing partner of our business advisory division, bringing along with him an excess of 7 years’ experience servicing a portfolio of international, listed, government and private clients. He enjoys providing financial support to his clients which results in their business growing.
    Dale Ettridge - Carbon Group
    Dale Ettridge
    CA
    PARTNER
    Bookkeeping & CFO Services
    Dale Ettridge
    PARTNER
    A Chartered Accountant with a background in Audit, Dale joined us as Manager - Enterprise Advisory looking for a new challenge. In less than a year, Dale became a Partner in our Bookkeeping & CFO Services division. One of Dale’s favourite parts about his work is the opportunity to get to know people, and he loves a good chat. 
    Cheryl Della Marta - Carbon Group
    Cheryl Della Marta
    -
    ONBOARDING & ACCOUNT MANAGER
    Bookkeeping & CFO Services
    Cheryl Della Marta
    ONBOARDING & ACCOUNT MANAGER
    With over 20 years of experience and a passion for business growth, Cheryl has managed finances in various sectors before joining Carbon as an Account Manager. She enjoys simplifying complex processes to help businesses prepare for the future. Cheryl is a Registered BAS Agent and holds a Certificate IV in Accounting and Bookkeeping and an Associate Degree in Business. Outside of work, she loves reading, playing the piano, skiing, and family BBQs.
    Vanessa Wong - Carbon Group
    Vanessa Wong
    -
    ONBOARDING & ACCOUNT MANAGER
    Bookkeeping & CFO Services
    Vanessa Wong
    ONBOARDING & ACCOUNT MANAGER
    With a double major from UNSW in Accounting & Business and Economic Strategies, Vanessa is a Certified Public Accountant and has over 15 years of experience. She works across a range of industries serving both small businesses and commercial entities. Passionate about treating clients' accounts as her own, she thrives on delivering optimal outcomes. Outside of work, Vanessa loves traveling, outdoor activities and making memories with her partner, puppy and loved ones.
    Annie Chan - Carbon Group
    Annie Chan
    CPA
    ACCOUNT MANAGER
    Bookkeeping & CFO Services
    Annie Chan
    ACCOUNT MANAGER
    With a Bachelor of Commerce, Annie (a Certified Practicing Accountant) has been in the accounting/bookkeeping industry for 25 years. Prior to joining us, she worked in retail for over 15 years and was rewarded with free shoes! When she's not balancing the books, Annie can be found cycling, hiking indulging in retail therapy or simply unwinding.
    Tapish Arora - Carbon Group
    Tapish Arora
    -
    ACCOUNT MANAGER
    Bookkeeping & CFO Services
    Tapish Arora
    ACCOUNT MANAGER
    With over seven years in accounting, including time at top global firms, Tapish holds a Masters of Professional Accounting. His expertise spans Xero software, client training and third-party integrations. Before accounting, Tapish spent time in HR and sales. A keen discussionist on stocks and the economy, outside work, Tapish is either at the gym, hiking or enjoying family weekends.
    Danushika Janahiram - Carbon Group
    Danushika Janahiram
    -
    DELIVERY TEAM LEADER
    Bookkeeping & CFO Services
    Danushika Janahiram
    DELIVERY TEAM LEADER
    Starting as a bookkeeper in Sri Lanka, Danu moved to Australia in 2019 and has 7 years of diverse accounting experience. Her qualifications include Chartered Institute of Management Accounting (CIMA UK), Bachelor in Human Resource Management and Masters of Accounting. Outside of work, Danu loves to cook and try new cuisines with her friends.
    Alec Orlino - Carbon Group
    Alec Orlino
    -
    DELIVERY TEAM
    Bookkeeping & CFO Services
    Alec Orlino
    DELIVERY TEAM
    Starting his career in audit, Alec has previously worked for well-known international auditing firms. He holds a Bachelor of Accountancy and is currently completing a Master's in Accounting. He enjoys the continuous learning and networking opportunities. Outside of work, Alec is passionate about art, photography and sharing a drink (or two) with his friends.
    Anil Shrestha - Carbon Group
    Anil Shrestha
    -
    DELIVERY TEAM
    Bookkeeping & CFO Services
    Anil Shrestha
    DELIVERY TEAM
    Anil brings extensive experience from his roles as a Senior Account Officer in construction and Senior Executive in a multinational company in Nepal. Specialising in construction, he enjoys engaging with diverse professionals and ensuring robust financial frameworks for projects. A lover of table tennis and movies, Anil enjoys going to the beach with his family and friends.
    Mary Ann Cao - Carbon Group
    Mary Ann Cao
    -
    DELIVERY TEAM
    Bookkeeping & CFO Services
    Mary Ann Cao
    DELIVERY TEAM
    Mary Ann earned her Bachelor of Science (Accountancy) from the Philippines in 2013. With a decade of experience in bookkeeping and accounting across the US, Ireland and Australia, she's passionate about helping clients achieve financial freedom. Outside of work, she dreams of beach days, mountain climbing, films and diving into a great book with an iced coffee.
    Rashmi Manandhar - Carbon Group
    Rashmi Manandhar
    -
    DELIVERY TEAM
    Bookkeeping & CFO Services
    Rashmi Manandhar
    DELIVERY TEAM
    With over 11 years in retail, Rashmi excels in enhancing monetary controls through her strong analytical and organisational skills. Specialising in managing company accounts, tax payments and payroll, she values a culture that fosters personal growth. Outside work, she enjoys trail walks and making memories with her daughter and family.
    Shifa Mansuri - Carbon Group
    Shifa Mansuri
    -
    DELIVERY TEAM
    Bookkeeping & CFO Services
    Shifa Mansuri
    DELIVERY TEAM
    With a Masters in Commerce, Shifa is actively pursuing her CPA qualification. She also has an SAP FICO certification and an accounting technician certificate from ICAI. With six years of accounting experience under her belt, Shifa thrives on the challenges the industry brings, using her analytical skills to find solutions. Outside the office, she loves hiking, watching movies and listening to music.

    Featured in

    Quotes

    Carbon Group have been an awesome investment to our business. Their staff are super friendly and extremely helpful and their knowledge in cost savings first class.

    Waterwise Landscaping

    Carbon have assisted us to become more in touch with our business' progress as it has grown and developed.

    The House of Honey

    Our experience with Carbon has been fantastic. Our bookkeeping costs are the same each week which is great as we were hourly before and the fluctuation was hard to track.

    Cherratta Lodge

    I have confidence in Carbon to complete our work to a high standard and deliver work on time.

    Capital Brewing Co

    Since starting with Carbon Group, not only do I have a much better overall understanding of my business, but more free time to actually carry out the work required.

    Edwards Electrical and Solar

    We have been impressed with Carbon ever since we changed over. We love how there is a seamless integration of the accounting department and the bookkeeping departments.

    Compose Photography

    Carbon is an integral part of our support network for achieving our organisation’s mission. We continually receive knowledgeable, timely and generous assistance from the bookkeeping team.

    Erin, Perth City Farm

    Fantastic serves, staff and very friendly. I would 100% recommend to anyone wanting a great accountant.

    Sam Madden

    Carbon Group are an amazing company and they certainly know what they're doing. Great staff, friendly and prompt service. I will recommend them to anyone!

    Nick Jones

    Carbon Group has helped reduced our bookkeeping and accounting costs by 50%.

    Waterwise Landscaping
     
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    Scale
    Enterprise
     

    Preparation
    Quarterly Review
    Monthly Preparation
    Weekly Preparation
    Weekly Preparation
    Unlimited support
    Email
    Email and phone
    Email and phone
    Email and phone
    Financial statements and management reports
    Quarterly
    Monthly
    Monthly
    Monthly
    Bank and credit card reconciliations
    Review
    Monthly
    Weekly
    Weekly
    Review of your accounts by a Qualified Accountant
    Quarterly
    Quarterly
    Monthly
    Monthly
    Enter and match customer receipts and supplier payments
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    Monthly
    Weekly
    Weekly
    Business Activity Statements (BAS)
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    Preparation of year end work papers to ensure maximum efficiency for your tax accountant
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    Reconciliation of data to tax accountant’s EOFY financial statements
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    Payment of suppliers via single click authorisation in your bank and email remittance advice to suppliers
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    Paperless payables and electronic filing
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    Calculation and posting monthly depreciation
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    Monthly balance sheet reconciliations
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    Month-end journals, accruals and calculation
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    Preparation of annual budget, including written commentary of actual vs budget variances
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    Face-to-face / Virtual meeting to discuss business performance
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    Quarterly
    Advisory board member / formal directorship
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    Additional
    Debt collection
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    Additional
    Additional
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