Integ Advisory

Business Details

Trusted Financial Advisory Services for Australian Businesses

Integ Advisory is dedicated to growing great Australian businesses by acting as an integral part of high-performing teams. We provide vital financial, commercial, and taxation advice tailored to each client's unique needs. Our mission is to ensure businesses meet regulatory obligations while optimising financial outcomes through strategic planning and technology-driven solutions. With over 15 years of experience, our team specialises in virtual CFO services, tax compliance, and performance improvement. We prioritise building trust with clients, offering real-time decision-making support and scalable solutions for startups to established enterprises. Our expertise in cloud accounting and efficiency reviews helps businesses streamline operations and achieve sustainable growth.

By combining technical proficiency with practical insights, we deliver tailored strategies that align with long-term business and personal wealth goals. Our services extend to succession planning, estate management, and data-driven business intelligence to enhance financial visibility. We pride ourselves on being the first point of contact for clients navigating challenges or celebrating successes. Our commitment to innovation ensures businesses benefit from real-time information and proactive advisory services that drive measurable results.

Services

Financial Management Solutions Bookkeeping & Payroll Taxation Services Business Advisory Xero Accounting

Highlights and features

We offer 15+ years of virtual CFO expertise tailored to Australian businesses.
Our team combines technical proficiency with practical insights for measurable results.
We prioritise real-time decision-making support and technology-driven efficiency.
Our services are ISO-aligned with a focus on compliance and risk minimisation.
We provide scalable solutions for businesses at every growth stage.

Associations and certifications

Institute of Chartered Accountants Australia & New Zealand
Tax Institute of Australia

Website

Update Listing

Services

Financial Management Solutions

Our Financial Management Solutions deliver customised strategies to enhance business efficiency and growth. We provide outsourced CFO services, cash flow management, and financial reporting tailored to your operational needs. By integrating with your team, we ensure scalable solutions that evolve with your business, from startups to established enterprises.

Bookkeeping & Payroll

Bookkeeping & Payroll services streamline your financial operations with accurate record-keeping and compliance management. We handle monthly reporting, budgeting, and cloud accounting transitions to improve efficiency. Our team ensures your payroll processes align with regulatory requirements while optimising business financial health.

Taxation Services

Taxation Services simplify compliance through expert preparation of financial statements, BAS lodgements, and tax returns. We specialise in income tax, GST, and structuring advice to minimise risk. Our proactive approach ensures businesses meet obligations while maximising financial efficiency across all entity types.

Business Advisory

Business Advisory services focus on long-term success through strategic planning and data-driven insights. We offer succession planning, estate management, and performance benchmarking to align business goals with personal wealth objectives. Our analytics tools provide real-time visibility for informed decision-making.

Xero Accounting

Xero Accounting solutions optimise financial processes for SMEs with cloud-based bookkeeping and reporting. We specialise in system transitions and efficiency reviews to enhance real-time financial visibility. Our expertise ensures seamless integration of technology to support scalable business growth and operational clarity.

People

Stefan Sapio

Accountant

Stefan Sapio, a Chartered Accountant with 15+ years' experience, specialises in virtual CFO solutions and strategic financial planning. He combines technical expertise with technology-driven approaches to deliver tailored advisory services, focusing on compliance and sustainable business growth for Australian enterprises.

Harriette Simpson

Accountant

Harriette Simpson provides strategic financial advisory and tax compliance services, prioritising client trust and real-time decision-making support. Her expertise in virtual CFO solutions and business intelligence helps clients optimise operations, with a focus on scalable strategies for long-term success.

Questions

What accounting services does Integ Advisory offer?

We provide bookkeeping, payroll management, tax compliance, financial reporting, and cloud accounting solutions tailored to Australian businesses of all sizes.

Do you specialise in virtual CFO services?

Yes, our virtual CFO services include strategic planning, cash flow management, and performance improvement strategies designed to support business growth and decision-making.

Which areas do you serve?

We primarily serve businesses in South Australia, including Henley Beach and Marden, with remote support available Australia-wide.

How do you handle tax compliance?

We manage tax returns, BAS lodgements, and regulatory compliance while providing proactive advice to minimise risk and optimise financial outcomes for all business structures.

Can you assist with Xero accounting software?

Yes, we specialise in Xero transitions, optimisation, and cloud accounting processes to improve financial visibility and operational efficiency for SMEs.

What strategic advisory services are available?

Our strategic advisory includes succession planning, business intelligence dashboards, and data-driven insights to align financial strategies with long-term business and personal goals.

Reviews (2)

Write a Review

Sam Grantham

Sep 10, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
Stefan & Team at Integ Advisory have been super helpful for myself and my business, especially through the impacts of Covid-19, with my overall business accounting requirements. Highly recommended.

Christopher Sale

Jul 22, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
I have worked directly with Stefan and Harriette from Integ and can't recommend them enough. We really don't know where we would be without them.