Business Details
15 Years
experience
Trusted Accounting & Tax Services in Melbourne & Perth
At Beyond Accountancy, we redefine traditional accounting by combining trust, innovation, and simplicity to deliver value-adding services. Our team of experts, with nearly four decades of collective experience, specialises in tax compliance, financial planning, and business advisory services tailored to individuals, small businesses, and investors. We prioritise proactive advice and education, transforming tax obligations into strategic opportunities to reduce payable tax and enhance financial control.Our streamlined processes simplify compliance tasks, allowing clients to focus on growth while we handle complex administrative burdens. With a client-centric approach, we offer flexible online consultations and in-person appointments across Melbourne, Perth, and Australia-wide, ensuring accessible, transparent, and reliable support for all financial needs.
Services
Business Tax Returns
Bookkeeping
Financial Planning
Mortgage Broking
Personal Tax Returns
SMSF Services
Tax Planning
Business Advisory
Late Tax Returns
Online Accounting
Details
- Year established: 2011
Highlights and features
- Our team has nearly four decades of combined experience in tax and accounting.
- Specialised services for SMSFs, startups, and late tax return resolution.
- Proactive tax planning to reduce payable tax and improve financial outcomes.
- Flexible online and in-person appointments across Australia.
- Award-winning client-focused approach prioritising transparency and education.
What people say
Expert service
Proactive advice
Knowledgeable team
Stress-free tax returns
Tailored financial planning
Services
Business Tax Returns
We prepare accurate business tax returns and financial statements, ensuring compliance while identifying deductions to reduce taxable income. Our experts streamline BAS lodgments and offer strategic advice to optimise tax outcomes for startups and established businesses.
Financial Planning
Our tailored financial plans focus on wealth creation, retirement strategies, and SMSF optimisation. We help clients maximise superannuation, implement tax-efficient investments, and build financial security through proactive advice and actionable strategies.
Late Tax Returns
We specialise in resolving overdue tax returns and negotiating debt reductions with the ATO. Our team tracks missing documents, lodges outstanding returns, and ensures compliance while minimising penalties for individuals and businesses.
Bookkeeping
Our bookkeeping services reduce administrative burdens by managing payroll, BAS, and financial reporting. We implement efficient systems to streamline compliance tasks, allowing businesses to focus on growth and strategic decision-making.
Mortgage Broking
We assist first-home buyers and investors in securing ATO-friendly loans, refinancing, and commercial property financing. Our services include tax projections, capital gains strategies, and fast-tracked approvals to maximise investment returns.
People
Jarrod Rogers
Founder & CPA
Jarrod founded Beyond Accountancy in 2011 with 20 years of accounting experience. He specialises in tax compliance, business structuring, and strategic advisory services for small businesses and investors.
Peter Tonelli
Tax Specialist
Peter prepares financial statements and tax strategies, leveraging expertise in accounting software and compliance. He focuses on simplifying complex tax obligations for businesses and individuals.
Kiera Ayton
Business Advisor
Kiera supports SMEs with over a decade of experience in tax planning and compliance. She helps businesses streamline operations and implement growth strategies tailored to their financial goals.
Sherry Wang
Tax Consultant
Sherry specialises in taxation consulting, offering strategic advice to individuals and businesses. Her focus areas include compliance, tax minimisation, and resolving complex ATO-related challenges.
Xi Chen
CPA
Xi supports diverse clients across industries, providing tax compliance and advisory services. He combines technical expertise with client-focused solutions to optimise financial outcomes for individuals and SMEs.
Questions
What accounting services do you offer?
We provide business tax returns, bookkeeping, financial planning, SMSF management, mortgage broking, and late tax return resolution for individuals and businesses Australia-wide.
Are your services available outside Melbourne?
Yes, we offer online appointments Australia-wide, with physical offices in Melbourne and Perth CBDs for in-person consultations.
How do you handle overdue tax returns?
We track missing documents, lodge outstanding returns, and negotiate ATO penalties. Our team resolves up to 19 years of overdue returns with debt reductions of up to $50,000.
Can you help with SMSF setup and compliance?
Yes, we establish SMSFs, prepare annual returns, and provide tax strategies to optimise superannuation balances while ensuring ATO compliance.
What are your business hours?
We operate 9:00am–5:30pm Monday to Friday, with late appointments during peak tax season (July–October) and Saturday appointments available by request.
Do you offer flexible payment options?
Yes, we allow fee deductions from ATO refunds and accept credit card payments to ensure accessible financial services for all clients.
