Business Details
32 Years
experience
Trusted Chartered Accountants in Sydney
Info/Max Accountancy has been delivering integrated accountancy and advisory services to young professionals and family businesses in Sydney for over two decades. Our practice combines traditional accounting expertise with forward-looking strategic planning, leveraging cloud-based technologies like Xero to provide year-round support for business growth and personal wealth management. Specialising in local SMEs and NFPs, we prioritise personal service, compliance excellence, and innovative financial solutions.With Chartered Accountant and Xero Certified Advisor Brian Katzen leading our team, we focus on transforming historical financial data into actionable insights for future success. Our commitment to community extends beyond local clients to supporting broader Australian and international initiatives. Through continuous education and publications on management accounting, we maintain industry leadership while ensuring transparent, client-centric service delivery.
Services
Accounting
Tax Services
Business Planning
Xero Services
Business Start-Up
Details
- Year established: 1994
Highlights and features
- 20+ years of Sydney-based accounting expertise
- Integrated compliance and strategic financial advisory services
- Xero Certified Advisors with system transition specialists
- Personalised support including after-hours availability
- Publications and industry leadership in management accounting
Associations and certifications
- Chartered Accountants
- Registered Tax Agents
- Xero Certified Advisors
What people say
Exceptional service
Seamless Xero transition
Accessible when needed
Proactive financial guidance
Expert tax advice
Services
Accounting
Our accounting services cover annual financial statements, tax returns, BAS/IAS compliance, payroll management, and ATO audit assistance. We provide accurate financial reporting and statutory compliance for businesses of all structures. Our integrated approach ensures your accounting records support strategic business decisions while maintaining ASIC and tax authority requirements.
Tax Services
We offer comprehensive tax solutions including personal and business tax returns, GST/BAS lodgements, and tax minimisation strategies. Our team helps identify legitimate deductions, manages ATO disputes, and provides compliance advice for SMSFs. We specialise in demystifying common tax myths while ensuring accurate record-keeping and audit readiness.
Business Planning
Our business planning services develop actionable growth strategies through market analysis, cashflow forecasting, and operational reviews. We create tailored business plans covering market positioning, financial strategy, and implementation roadmaps. This service helps SMEs clarify their vision, identify competitive advantages, and align financial operations with long-term objectives.
Xero Services
As Xero Certified Advisors, we assist with system implementation, data migration, and ongoing support. Our services include training, workflow optimisation, and integration with business operations. We help clients transition from traditional systems to Xero's cloud platform, improving financial visibility and enabling real-time decision-making through digital accounting solutions.
Business Start-Up
We guide new businesses through entity selection, tax registrations, and financial structuring. Our start-up service covers business plan development, cashflow projections, and accounting system setup. We provide compliance advice for GST, payroll, and ASIC requirements while helping establish effective record-keeping systems tailored to each business's specific needs.
People
Brian Katzen
Founder & Chartered Accountant
Brian founded Info/Max Accountancy in 1994 after establishing expertise in IT systems and business development. With 20+ years in management accounting and Xero certification, he specialises in transforming financial data into strategic insights. His approach combines technical excellence with practical business solutions for SMEs.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including financial statements, tax returns, BAS/IAS compliance, payroll, and ATO audit assistance tailored to SMEs.
How can Xero improve my business accounting?
Xero enables real-time financial tracking, automated reporting, and cloud access to your accounts. Our certified advisors help implement and optimise Xero for improved business efficiency.
Do you specialise in any particular business sectors?
We focus on supporting local SMEs, family businesses, and NFPs across manufacturing, retail, and service industries in Sydney.
What tax deductions are commonly misunderstood?
Common misconceptions include automatic clothing deductions, gym memberships, and home-to-work travel. We provide ATO-compliant guidance to maximise legitimate claims.
Can you help with business start-up requirements?
Yes, we assist with entity selection, tax registrations, financial structuring, and accounting system setup for new businesses in Sydney.
How do you stay updated with accounting practices?
We maintain Xero certification, contribute to industry publications, and participate in ongoing professional development to ensure cutting-edge accounting solutions.
Reviews (4)
Kopy Stop
Nov 14, 2020
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We have been working with Brian at InfoMax for many years now and his knowledge and experience is exceptional. We appreciate all his time, effort and expertise in assisting our business.
Anna Mackie
Jul 11, 2020
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Positive:Value
Thanks to Brian for all of his assistance. He was responsive and friendly. I highly recommend him.
Thanks to Brian for all of his assistance. He was responsive and friendly. I highly recommend him.
Zak Clark
Nov 03, 2017
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Brian Katzen is a fantastic teacher. He is extremely knowledgeable and patient. Brian has a wealth of knowledge in accountancy, systems, tax rules, Xero and other software. Brian has helped us greatly to switch over from Invoices to go to Xero software. Without Brian this changeover would not have been possible. He took us through each step, and its been very positive for our small business. Brian continues to assist us with all of our accounting and business needs especially with Xero. He completely understands all the ATO rules and regulations which has been so valuable. He is readily accessible
Kyle Crick
Jun 08, 2017
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Brian has been fantastic to work with, he has maintained his excellent first impression and really impressed us. He had no trouble going the extra mile and explaining things to us that we didn't quite understand, we feel one of the best traits is that he always picks up the phone and makes time to chat anytime of the day. Very professional accountant, exceptional service, highly recommend!!!
