Business Details
11 Years
experience
Trusted Accounting Solutions in Melbourne
Straight Forward Accounting Solutions is a bookkeeping and financial management service dedicated to helping small businesses thrive through financial clarity. Our team of qualified professionals leverages cloud-based technology to streamline accounting processes, ensuring compliance and empowering business owners with actionable insights. With expertise in Xero software, remedial accounting, and tailored financial packages, we provide proactive support that reduces failure rates and fosters sustainable growth.Our commitment to education, innovation, and client-centric solutions ensures businesses gain control over their finances. Founded in 2015, we combine corporate-level knowledge with personalized service to deliver results-driven financial management. By prioritizing transparency, accountability, and simplicity, we enable clients to make informed decisions and achieve long-term success.
Services
Bookkeeping Strategy
Xero Health Check
Financial Management
Remedial Accounting
Payroll Services
Cash Flow Analysis
Tax Compliance
Business Budgeting
Account Reconciliation
Xero Training
Details
- Year established: 2015
Highlights and features
- We offer Xero Certified Consultants with over 15 years of industry experience.
- Our tailored financial packages address unique business needs and compliance requirements.
- We leverage cloud-based technology to simplify accounting and improve cash flow management.
- Our team includes CPA Australia members and Registered BAS Agents.
- We provide actionable insights through detailed financial reporting and analysis.
Associations and certifications
- Xero
- Receipt Bank
- CPA Australia
What people say
Expertise in Xero
Proactive support
Tailored solutions
Financial clarity
Reliable service
Services
Bookkeeping Strategy Session
This one-hour consultation helps business owners streamline their bookkeeping processes using Xero software. Qualified advisors identify inefficiencies, recommend best practices, and educate clients on ATO compliance. Ideal for startups and businesses transitioning from spreadsheets, the session builds confidence in daily financial management while saving time through automated solutions.
Xero Health Check
Our Xero-certified specialists review your accounting setup to identify errors and inefficiencies. The service includes a comprehensive report, 30-minute Zoom consultation, and actionable recommendations to improve financial accuracy. Designed for businesses struggling with reconciliations or unclear financial statements, this audit ensures optimal use of Xero's features for better decision-making.
Financial Management Packages
Customizable packages cover BAS lodgment, payroll management, and monthly reporting. Services include cash flow monitoring, debtor/creditor management, and year-end compliance. Businesses gain access to expert support for ATO requirements while receiving strategic insights through tailored financial reports that highlight growth opportunities and risk areas.
Xero Setup
We configure Xero for new businesses or those migrating from other systems like MYOB. Services include chart of accounts setup, data migration, automated bank feeds, and workflow optimization. Available with or without training, this service ensures seamless transition to cloud accounting while preparing businesses for efficient financial management from day one.
Remedial Accounting
This service resolves disorganized accounting records and prepares businesses for tax compliance. Our team reconciles outstanding transactions, corrects discrepancies, and establishes baseline accounts. Ideal for businesses facing audit challenges or preparing for tax submissions, the service provides peace of mind through accurate financial records and improved system processes.
People
Lisa Stoneham
Director
CPA-qualified accountant with 15+ years' experience. Founded Straight Forward Accounting Solutions in 2015 after corporate career. Xero Certified Consultant and Registered BAS Agent specialising in small business financial strategy.
Joan Layson
Bookkeeper
Commerce graduate with 8 years' bookkeeping experience across Australia and New Zealand. Specialises in accurate financial record-keeping and process optimisation for small businesses using cloud accounting software.
Questions
What accounting software do you specialise in?
We specialise in Xero software, offering setup, training, and health checks to optimise your accounting processes.
Do you offer services for startups?
Yes, we provide tailored bookkeeping strategy sessions and Xero setup services specifically for new businesses.
How do you handle payroll compliance?
Our payroll services include STP reporting, superannuation payments, and compliance with Australian tax regulations.
Can you help with existing accounting issues?
Yes, our remedial accounting service resolves disorganised records and prepares businesses for tax compliance.
What financial reports do you provide?
We offer monthly/quarterly management reports including cash flow statements, profit & loss analyses, and customised dashboards.
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