Nowadays, every document is being stored in digital mode and consequently offices are going paperless. In line with this, we provide digitization services so that your office becomes and remains paperless. Hard copies of documents are scanned with high quality images and saved in your document management software or local server.

Services we offer:

• Document scanning and indexing
• Data processing
• Forms processing

Proper documentation and administration work is part of every business. For this type of work, firms often need to hire client service administrators. This service ensures other work is done in a planned and effective manner.

Our team will place the proper system in place customised to your firm’s requirement so that we can deliver output in a timely manner.

Our services in this area includes:

• ASIC Annual Review work maintenance
• Trust Distribution minutes preparation and Trust deed maintenance
• Work paper setup [Year end, tax planning etc.]
• Debtor reminder emails
• ATO notices
• Any other admin work customised for your firm

Superannuation is something almost every working Australian will encounter at some point. It is a saving for a one’s retirement and if data is not correct, it will have significant consequences. Further, superannuation laws changes frequently and it is also required to get audited.

We can help to manage your client’s up to date superannuation data as we have an expert team of CA and CPA accountants. We are familiar with all widely used SMSF software be it desktop based or cloud based.

Summary of SMSF services we provide:

• Fund Setup and administration
• SMSF processing at year end or at required intervals [Accounting]
• Preparing SMSF work papers for audit purpose [we are flexible enough to follow your system]
• SMSF tax returns

Biz. Services are one of the core services provided by any accounting/CPA firm. Since financial reporting provides detail about the financial robustness of an organisation, it is important to maintain proper reports to gain competitive advantages.

Our team of competent professional accountants can provide highly accurate financial statement preparation services. This includes the preparation of income statements, balance sheets, cash flow statements etc. We have the required capability and skills to provide you with high-quality financial reporting services. We also have internal review processes in place, which assists us in providing consistent quality.

Our services in this area includes:

• Year end or six monthly or quarterly account finalization services with excel work papers after applying all the Australian accounting and taxation rules for sole traders, partnerships, trusts and companies.
• Preparation of tax returns for the above entities with the help of finalized data and PFR in case of individuals.
• We are well versed in complex issues like
  • Division 7A / UPE implications
  • FBT provisions
  • Payroll tax reconciliations
  • Year end tax planning

Whether your client is a small sized family business or big company, they need to keep their books up to date and in a timely manner to know their financial results, follow up their debtors, prepare various reports for ATO and other other compliances etc.

At Alpha TaxAcct our qualified CAs and CPAs will help to get correct and up-to-date numbers on which your clients can rely on for various financial and operating decisions to be taken in the course of business.

Our aim here is to free your firm from maintenance of books of your clients so that you can spend more time towards other value added services to your clients.

Book keeping services for your clients could be:

• Generate periodic management reports
• Weekly / monthly / fortnightly book keeping entries
• BAS / IAS preparation
• Bank reconciliation
• Payroll services
• Accounts payable
• Accounts Receivable and Debtors Management