the best record keeping tools for your business

At Coastal Accounting, we know choosing the right accounting software is important. Our preferred solution, Xero, is a simple, user-friendly platform that serves as a one-stop shop for your business finances, covering bookkeeping, cash flow management, and GST returns.

We provide training and ongoing support to help you get the most out of Xero and feel confident managing your business finances.

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Software Solutions & Xero Training

Xero training and cashbook health checks

We believe that a cashbook is only as effective as its user, and we are passionate about helping our clients become the best bookkeepers they can be. If you’ve set up your cashbook yourself, we offer a comprehensive Xero health check to ensure everything is optimised for your business. This includes reviewing settings, customised charts, reports, and bank reconciliations to ensure accuracy and efficiency. After completing our initial training, you are always welcome to visit our office. Expert assistance from our team is readily available.

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Easy to use accounting software

Xero’s accounting software is efficient and easy to use, even if you’re not great with numbers. With Xero’s many options and flexibility, we find it the best and most comprehensive record-keeping solution for SME. For our farming clients, we also utilise Figured, Farm Focus, and Cash Manager to cater to the unique needs of the sector. If your preferred solution is MYOB or Reckon, we are fully equipped to support you with these providers as well.

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Let Coastal Accounting guide you in making the right choice for your accounting software and payroll needs.

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FAQs

Do I need an accountant for my small business?

While it's not legally required, having an accountant can save you time, money, and stress. We help with tax planning, compliance, financial reporting, and more—so you can focus on growing your business.

What services do you offer?

We offer a range of services including bookkeeping, tax preparation and planning, payroll, financial reporting, business advisory, and compliance support.

How much do your services cost?

Our pricing depends on your business needs and the services you require. We offer customized packages to fit your budget. Contact us for a free consultation and quote.

When should I start working with an accountant?

The earlier, the better! Whether you're just starting out or have been in business for years, we can help you set up proper systems, stay compliant, and plan for growth.

Can you help with tax planning, not just tax preparation?

Absolutely! We focus on proactive tax planning to help you minimize your tax liability year-round—not just at tax time.

What if I'm already behind on my bookkeeping?

No worries—we've got you covered. We can help you catch up on your books and get everything organized and up to date.

Do you work with businesses in my industry?

We work with a wide variety of industries, including agriculture, retail, professional services, and more. Our team has experience tailoring our services to meet the unique needs of different sectors.

How often will we meet or communicate?

It depends on your needs! Some clients prefer monthly check-ins, while others only need quarterly or annual meetings. We're flexible and will work with you to find a schedule that suits your business.

What information do I need to provide to get started?

We'll need basic information about your business, including your financial records, tax documents, and any relevant details about your operations. Don't worry—we'll guide you through the process step by step.

Are your services available remotely?

Yes! We use secure, cloud-based tools to work with clients anywhere. Whether you're local or across the country, we can support your business.