Hire the Best Bookkeepers in Sydney, NSW

CPA accountant, Xero Certified Advisor (Xero Expert), MBA from the prestigious AGSM (Australian Graduate School of Management, UNSW, Sydney), JP (Justice of the Peace). I am a qualified Tax Agent registered with the Australian Tax Practitioners Board and specialise in bookkeeping, intercompany accounting and lodging BAS (Business Activity Statement) with the ATO (Australian Taxation Office). Also a Mortgage Broker registered with the Finance Brokers Association of Australasia (FBAA).

Registed Tax Agent | Xero Advisor | Specialist in Books Clean-up | Hello! I’m Ben, a CPA and seasoned Business Accountant and Advisor with extensive experience working with ASX listed companies and multinational corporations. With a robust background in financial and management accounting, I offer a comprehensive end-to-end suite of accounting services tailored to meet your business needs. What I do: ⭐Tax Compliance & Income Tax Returns Let me handle all your tax compliance needs, so you can focus on running your business and rest easy knowing everything is taken care of. ⭐Bookkeeping Say goodbye to the tedious monthly tasks. I’ll keep your books up to date and ensure everything is in order, freeing up your time for what truly matters. ⭐Financial Statements & Advisory Reports Get clear financial statements and insightful, value-adding advice. I’ll help you understand where your business stands, so you can make informed decisions for future growth. ⭐Clean Up Messy Books Not sure if your books are accurate? With years of experience in accounting, I can help you tidy up your records and give you a clear understanding of your financial position. ⭐Xero & Accounting Software Setup Streamlining your accounting processes with expert setup and customization of Xero and other accounting software. ⭐BAS & Tax Return Preparation I provide efficient and accurate preparation and lodgment of BAS and tax returns, ensuring your compliance is handled smoothly and on time. Why Choose Me: ✅CPA Certified: A trusted Certified Practising Accountant, bringing credibility and professionalism. ✅ASX & Multinational Expertise: Proven track record in handling complex accounting needs for ASX listed companies and multinational entities. ✅Attention to Detail: Meticulous and precise, ensuring compliance and accuracy in all financial matters. ✅Client-Centric Approach: Dedicated to understanding and fulfilling your unique business requirements. Let’s Connect: Ready to streamline your accounting processes and enhance your financial management? Let’s work together to achieve your business goals. Contact me today to discuss your project! Skills: Financial Accounting Management Accounting Financial Reporting Xero Setup and Management BAS Preparation Tax Return Preparation Budgeting and Forecasting Multinational Accounting ASX Compliance Certifications: CPA Australia Xero Certified Advisor Portfolio: ⭐Financial Management for ASX Listed Company: Managed and reported financial activities, ensuring compliance with ASX regulations. ⭐Multinational Corporation Accounting Setup: Set up and streamlined accounting processes across multiple countries using Xero. ⭐Comprehensive BAS & Tax Returns: Prepared and lodged accurate BAS and tax returns for various clients, ensuring maximum compliance and efficiency.

🇦🇺 Sydney-based Chartered Accountant & Registered Australian Tax Agent — leading an offshore team that delivers BAS, GST, ATO and ASIC compliance for Australian and New Zealand SMEs, plus full-service bookkeeping, US tax, and ERP implementation for clients in the UK, Europe, and North America. ❌ 𝗦𝘁𝗿𝘂𝗴𝗴𝗹𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗶𝗻𝗰𝗼𝗻𝘀𝗶𝘀𝘁𝗲𝗻𝘁 𝗯𝗼𝗼𝗸𝗸𝗲𝗲𝗽𝗶𝗻𝗴, 𝗕𝗔𝗦/𝗚𝗦𝗧 𝗯𝗮𝗰𝗸𝗹𝗼𝗴𝘀, 𝘁𝗮𝘅 𝗰𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝗶𝘀𝘀𝘂𝗲𝘀, 𝗘𝗥𝗣 𝗶𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝘀𝘂𝗽𝗽𝗼𝗿𝘁, 𝗼𝗿 𝘁𝗵𝗲 𝗵𝗶𝗴𝗵 𝗰𝗼𝘀𝘁 𝗼𝗳 𝗵𝗶𝗿𝗶𝗻𝗴 𝗶𝗻-𝗵𝗼𝘂𝘀𝗲 𝘀𝘁𝗮𝗳𝗳? You're not alone — many growing businesses across Australia, New Zealand, the UK, and North America face challenges in maintaining accurate financials, timely payroll, and scalable financial operations. That's where I come in. 🔷 𝗪𝗵𝗼 𝗜 𝗔𝗺 I'm a Chartered Accountant and Registered Australian Tax Agent with 10+ years' experience supporting startups, SMBs, and enterprises. I lead the team at Waycorp Advisors — an Australian-led practice with offshore delivery — providing end-to-end financial services including: ➡️ Australian Tax & BAS Lodgement ➡️ Bookkeeping & Payroll ➡️ US Tax Preparation ➡️ ERP/CRM Implementation (NetSuite, Odoo) ➡️ Financial Reporting & Virtual CFO We support clients across Australia and New Zealand (our home market), the UK, Europe, and North America with fluent English-speaking, degree-qualified professionals who understand local compliance. ✅ 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗜 𝗢𝗳𝗳𝗲𝗿 📌 Australian Tax & Compliance (Registered Tax Agent) ✅ BAS & GST Lodgement (monthly, quarterly, annual) ✅ Income Tax Returns — Individuals, Sole Traders, Partnerships, Companies, Trusts, SMSFs ✅ Single Touch Payroll (STP) Setup & Reporting ✅ FBT, Payroll Tax & Superannuation Compliance ✅ ASIC Annual Reviews & Resident Director Services ✅ Fair Work Compliance & Award Interpretation ✅ ATO Audits, Objections & Payment Plan Negotiation 📌 Full-Cycle Bookkeeping Services ✅ Data Entry, Invoicing, AP/AR ✅ Bank & Account Reconciliation ✅ General Ledger Maintenance ✅ Payroll Management ✅ Xero, MYOB, QuickBooks, Zoho, Wave 📌 Staff Accounting Services ✅ Inventory & eCommerce Accounting ✅ Period Closing & Adjustments ✅ Financial Statements: P&L, Balance Sheet ✅ AASB & US GAAP Compliance ✅ Multi-Currency Reporting ✅ ERP Accounting (NetSuite, Odoo) 📌 US Tax Preparation & Cross-Border Advisory ✅ IRS Tax Filing: 1040, 1120, 1065 ✅ State Payroll & Sales Tax Filing ✅ Cross-Border AU ↔ US Tax Planning ✅ PTIN & EFIN Registered Team 📌 ERP & CRM Support (NetSuite & Odoo) ✅ ERP Setup & Custom Configuration ✅ Data Migration & System Integration ✅ Workflow Automation & Scripting ✅ Custom Reporting & Dashboards ✅ User Access & Security Administration ✅ API-based automation and SaaS tool sync ✅ Training & Ongoing Support ✅ Certified Odoo Developers ✅ 15+ Years of ERP Implementation Experience 🏢 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 With 50+ CPA/CAs on our team, we've supported businesses in: ✅ E-commerce & Retail ✅ Real Estate & Property Management ✅ Healthcare & Wellness ✅ SaaS & Tech Startups ✅ Financial Services ✅ Professional Services ✅ Manufacturing & Wholesale We're not just accountants — we're growth partners who understand the financial architecture of your business. 🕒 𝗪𝗵𝘆 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗖𝗵𝗼𝗼𝘀𝗲 𝗨𝘀 ✅ Australian-led, locally accountable, with offshore delivery cost savings ✅ Registered Tax Agent (Australia) and US CPA-led divisions ✅ 3–5+ years' domain experience per team member ✅ Fluent English communication ✅ 50%+ cost savings vs. in-house hiring ✅ Work in your time zone (4+ overlapping hours) ✅ Consistent reporting, quick turnaround, zero guesswork ✅ Certified Odoo Developers, 15+ years ERP experience ✅ CPA/CAs on staff for finance-aligned ERP setup ✅ 24/7 global support team ✅ Seamless communication and transparent project delivery 📞 𝗟𝗲𝘁'𝘀 𝗧𝗮𝗹𝗸 Need an Australian-registered tax agent, a Xero/MYOB clean-up, BAS lodgement caught up, or an ERP rollout you don't have to micro-manage? I can help. 🟦 𝙇𝙚𝙩'𝙨 𝙨𝙘𝙝𝙚𝙙𝙪𝙡𝙚 𝙖 𝙦𝙪𝙞𝙘𝙠 𝙘𝙖𝙡𝙡 𝙩𝙤 𝙙𝙞𝙨𝙘𝙪𝙨𝙨 𝙝𝙤𝙬 𝙄 𝙘𝙖𝙣 𝙨𝙪𝙥𝙥𝙤𝙧𝙩 𝙮𝙤𝙪𝙧 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙜𝙤𝙖𝙡𝙨 𝙚𝙛𝙛𝙞𝙘𝙞𝙚𝙣𝙩𝙡𝙮 𝙖𝙣𝙙 𝙘𝙤𝙨𝙩-𝙚𝙛𝙛𝙚𝙘𝙩𝙞𝙫𝙚𝙡𝙮. 🔍 𝗞𝗲𝘆𝘄𝗼𝗿𝗱𝘀 Australian Tax Agent, BAS Agent, BAS Lodgement, GST Reporting, ATO Compliance, ASIC Compliance, Single Touch Payroll, STP, Superannuation, FBT, Payroll Tax, AASB, Australian Bookkeeping, Sydney Bookkeeper, Xero Australia, MYOB AccountRight, Xero Certified, QuickBooks Online, Trust Tax Returns, Company Tax Returns, SMSF Accounting, Sole Trader Tax, Australian Resident Director, Fair Work Compliance, Cross-Border AU/US Tax, Offshore Bookkeeping, US Tax Preparation, IRS Compliance, 1040 Filing, 1120 Filing, 1065 Forms, US GAAP, Multi-Currency Accounting, Bank Reconciliation, Financial Reporting, Virtual CFO, Outsourced Accounting, NetSuite ERP, Odoo Accounting, Odoo Implementation, ERP Migration, ERP Consult

I am a detail-oriented Bookkeeper with over 6 years of experience helping businesses maintain accurate financial records, improve cash flow visibility, and stay tax-ready year-round. I have worked with clients across retail, healthcare, distribution, and real estate industries, managing end-to-end bookkeeping functions using Xero, QuickBooks, and MYOB. I don’t just record transactions — I help business owners understand their numbers so they can make smarter financial decisions. What I Can Help You With: ✔ Bank & Credit Card Reconciliations ✔ Accounts Payable & Accounts Receivable Management ✔ Payroll Processing ✔ BAS / GST Preparation ✔ Financial Reporting (P&L, Balance Sheet, Cash Flow) ✔ Clean-Up & Catch-Up Bookkeeping ✔ Chart of Accounts Setup ✔ Month-End & Year-End Closing ✔ Inventory & Cost Tracking

👋 Welcome to My Upwork Profile ACCA Qualified | Bachelor’s Degree in Accounting Business GNVQ (Advanced) – Merit Cert IV in Business | Cert II in Business (AAC) Advanced Xero Certification | Xero Payroll Certificate Advanced MYOB Certification | MYOB Payroll Certificate Advanced QuickBooks Certification SAGE & Zoho Books Qualified Excel Professional Customer Service Coaching Qualification – Impact Factory 💼 Professional Summary: I’m Katy Heley, a detail-oriented Accountant and Bookkeeper with over 10 years of experience in Accounting, Bookkeeping, Payroll, and Financial Management across Australia and the UK. I bring strong expertise in Accounts Payable (AP), Accounts Receivable (AR), Payroll Management, Financial Reporting, and Budget Forecasting, using leading platforms such as Xero, MYOB, QuickBooks, SAGE, Jim2 ERP, Zoho Books, and Excel. I’m passionate about accuracy, efficiency, and helping businesses maintain strong financial health. Whether you need end-to-end bookkeeping, payroll setup, or support with aged payables/receivables, I’ll bring structure, precision, and reliability to your finance operations. ✅ Bookkeeping & Accounting Bank reconciliations, journal entries, general ledger maintenance Preparation of balance sheets, P&L, and cash flow statements Month-end and year-end reporting ✅ Accounts Payable & Receivable Management Invoice processing, payment runs, and aging reports Vendor and client account reconciliation Dispute resolution and cash flow optimization ✅ Payroll Management Accurate payroll processing and compliance with ATO standards Superannuation, PAYG, and employee entitlements Setup and automation using Xero, MYOB, and QuickBooks ✅ Financial Reporting & Forecasting Budgeting, forecasting, and variance analysis Financial planning and performance reporting Risk management and compliance 💡 Why Work With Me 🔹 Decade of Experience: From finance management at Serco UK to bookkeeping roles with Australian SMEs, I’ve handled everything from strategic planning to hands-on bookkeeping. 🔹 Software Expertise: Proficient in Xero, MYOB, QBO, SAGE, Jim2 ERP, Zoho Books, and Excel. 🔹 Dependable & Detail-Oriented: I pride myself on accuracy, transparency, and meeting deadlines. 🔹 Client-Focused Approach: I believe in building long-term, trust-based relationships through clear communication and reliable service delivery. 🏢 Professional Experience AP, AR & Payroll Manager - Ginko IT, Melbourne Manage full-cycle bookkeeping, including AP, AR, and payroll processing Oversee budgeting, forecasting, and financial reporting Conduct cash flow projections and maintain vendor relationships Finance Manager AP, AR & Payroll - Serco UK Developed and implemented financial strategies and controls Conducted risk analysis, forecasts, and budgeting Oversaw payroll and ensured compliance with UK standards Bookkeeper – AP, AR & Payroll Assistant - EBS Accounting Handled invoicing, reconciliations, and financial statement preparation Supported senior accountants in payroll and compliance tasks Finance Manager El Patron, London UK Managed full-cycle bookkeeping, payroll, and accounts reconciliation Maintained financial records in compliance with UK accounting standards 💻 Xero | MYOB | QuickBooks | SAGE | Jim2 ERP | Zoho Books | Excel | ADP | Adobe | XPA Whether you’re a growing business in need of consistent bookkeeping support or an established company looking to streamline your payroll and financial systems, I can provide dependable, professional solutions tailored to your goals. 📩 Let’s connect — I’m available for ongoing or project-based work, and can align with UK or US hours as needed.