Business Details
11 Years
experience
Expert Accounting Solutions for Melbourne Businesses
Established in 2015, Straight Forward Accounting Solutions specialises in empowering small businesses through transparent financial management. Our team of qualified bookkeepers and financial experts leverage cloud-based technologies like Xero to deliver tailored bookkeeping, financial audits, and strategic advisory services. With over 15 years of combined experience, including corporate accounting backgrounds, we prioritise financial clarity and compliance with the ATO.Our approach combines technical expertise with practical education, ensuring clients understand their financial position to make informed decisions. Recognised as a Xero Certified Consultant and CPA Australia member, we maintain rigorous professional standards while offering flexible solutions that adapt to evolving business needs.
Services
Bookkeeping Strategy
Xero Health Check
Financial Management
Xero Software Training
Remedial Accounting
Details
- Year established: 2015
Highlights and features
- Our team are qualified bookkeepers with CPA Australia accreditation
- We offer tailored financial management packages for specific business needs
- We provide Xero software expertise as certified consultants
- We focus on educating clients about financial management principles
- We combine cloud technology with ATO compliance expertise
Associations and certifications
- CPA Australia
- Xero Certified Consultant
What people say
Professional and knowledgeable
Proactive and reliable
Simplified Xero software
Financial clarity achieved
Business growth support
Services
Bookkeeping Strategy Session
This one-hour remote session helps business owners understand bookkeeping fundamentals and implement effective financial management systems. Qualified bookkeeper Lisa Stoneham provides guidance on accounting software selection, ATO obligations, and cashflow management. Ideal for startups and businesses transitioning from spreadsheets, the session empowers owners to maintain accurate financial records while focusing on core operations.
Xero Health Check
Our Xero-certified experts conduct comprehensive reviews of cloud accounting systems to identify configuration issues and data discrepancies. The service includes a detailed report with actionable recommendations and a 30-minute consultation to implement improvements. Designed for businesses already using Xero, this audit ensures accurate financial reporting and optimal software configuration for better business decision-making.
Financial Management Packages
Customised financial management solutions for businesses seeking to outsource bookkeeping tasks. Our experienced team handles payroll processing, BAS lodgements, and financial reporting while providing strategic guidance. Packages include access to cloud accounting technology and regular performance reviews to help businesses maintain compliance and make data-driven decisions for sustainable growth.
Xero Software Training
Two-hour tailored training sessions delivered on-site or via Zoom to help businesses maximise Xero's capabilities. Certified consultants provide hands-on instruction on financial workflows, reporting tools, and best practices. The training empowers business owners to manage accounting tasks efficiently while leveraging Xero's features for real-time financial insights and improved business performance.
Remedial Accounting
Specialist service for businesses with disorganised financial records. Our experts conduct comprehensive system reviews, reconcile outstanding transactions, and implement corrective measures. The process establishes accurate financial baselines for tax compliance and future planning, providing clients with clear financial visibility and confidence in their business's financial health.
People
Lisa Stoneham
Director
CPA-qualified accountant with 15+ years' experience, Lisa founded the business in 2015 after corporate roles across multiple industries. She specialises in small business financial management and Xero implementation.
Joan Layson
Bookkeeper
Commerce graduate with 8 years' bookkeeping experience across Australia and New Zealand. Specialises in financial record-keeping and cloud accounting systems for small businesses.
Questions
What accounting software do you specialise in?
We specialise in Xero accounting software as certified consultants, providing implementation, training, and optimisation services for small businesses.
Do you offer one-time accounting services?
Yes, we provide standalone services including Xero health checks, bookkeeping strategy sessions, and remedial accounting for specific business needs.
Are your services available outside Melbourne?
While based in Melbourne, we offer remote services to businesses Australia-wide through online consultations and cloud accounting solutions.
What qualifications do your accountants hold?
Our team includes CPA-qualified accountants and Xero-certified consultants with formal qualifications in business and commerce disciplines.
How do you ensure ATO compliance?
We maintain ATO compliance through regular training updates, use of certified accounting software, and adherence to current tax legislation requirements.
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