Business Details
Your Trusted Partner for Accounting Solutions in Stirling
Phoenix Accountants & Advisors is a dedicated accounting and business advisory firm committed to delivering smart, sensible, and cost-effective solutions. With over 25 years of experience, we specialise in bookkeeping, accounting, and strategic business consulting, serving small to medium-sized enterprises across diverse industries. Our team of qualified chartered accountants provides tailored services including fixed-fee bookkeeping packages, part-time CFO support, and debt follow-up solutions, leveraging expertise in Xero, MYOB, and QuickBooks.We prioritise client relationships, offering a hands-on approach to financial management while ensuring compliance with ATO requirements. Our mission is to empower businesses through accurate reporting, proactive advice, and innovative strategies designed to enhance profitability and long-term success.
Services
Bookkeeping
Accounting
Auditing
Debt Follow Up
Strategic Planning
Financial Projections
CFO Services
Lending Solutions
Highlights and features
- Over 25 years of experience in accounting and business advisory services.
- Tailored fixed-fee bookkeeping packages for Xero, MYOB, and QuickBooks users.
- Expertise in compliance, tax obligations, and ATO reporting requirements.
- Client-focused approach with dedicated support for strategic financial growth.
- Comprehensive services spanning bookkeeping, auditing, CFO support, and lending solutions.
What people say
Stress-free compliance
Exceptional client support
Improved cash flow
Expert bookkeeping
Timely financial advice
Services
Bookkeeping
Our bookkeeping services ensure accurate and efficient management of financial transactions, bank reconciliations, and BAS preparation. We cater to businesses using Xero, MYOB, or QuickBooks, offering fixed-fee packages tailored to your operational needs. Our team provides monthly guidance and strategic advice to streamline financial processes and improve profitability.
Accounting
We deliver comprehensive accounting services, including tax compliance, financial statements, and management reporting. Our chartered accountants provide expert advice on tax obligations, cash flow management, and business structuring, ensuring adherence to ATO regulations while optimising financial performance for long-term growth.
Auditing
Specialising in audit services for not-for-profit organisations, we assess compliance with Australian Auditing Standards and identify areas for improvement. Our tailored audit programs create risk profiles and deliver detailed reports to support informed financial decision-making and regulatory adherence.
Debt Follow Up
Our 'Minez' debt follow-up service automates debtor management through emails and calls, reducing the burden of collections. We offer cost-effective packages to improve cash flow, ensuring timely payments while allowing businesses to focus on core operations without hiring dedicated staff.
CFO Services
As part-time CFOs, we provide strategic financial leadership, including cash flow projections, profitability analysis, and operational reviews. Our services include benchmarking KPIs, scenario modelling, and contract reviews, enabling businesses to manage risks and drive sustainable growth without the cost of a full-time executive.
People
Dinesh Bhatia
Managing Director
With over 25 years of experience, Dinesh Bhatia leads Phoenix Accountants & Advisors, specialising in strategic financial consulting and bookkeeping solutions. He empowers SMEs with tailored advice, leveraging expertise in Xero and QuickBooks to enhance business profitability and compliance.
Lavisha Bhatia
Business Development Manager
Lavisha Bhatia drives client relationships and business growth at Phoenix Accountants & Advisors. Her focus on client-centric solutions ensures businesses receive dedicated support in accounting software transitions, compliance, and financial management tailored to their operational needs.
Questions
What accounting software do you support?
We specialise in Xero, MYOB, and QuickBooks, offering setup, maintenance, and training to ensure seamless financial management tailored to your business needs.
Do you offer fixed-fee bookkeeping packages?
Yes, our 'Beanz' fixed-fee packages are customisable to include services like bank reconciliations, BAS preparation, and management reporting without hidden costs.
Which areas do you service?
We serve Stirling, Balcatta, Osborne Park, Karrinyup, Morley, and surrounding areas, providing localised accounting and advisory support for SMEs.
Can you assist with debt collection?
Our 'Minez' debt follow-up service automates debtor management via emails and calls, improving cash flow without requiring additional staff.
What industries do you work with?
We support diverse sectors including retail, hospitality, healthcare, education, and professional services, offering industry-specific financial solutions and compliance expertise.
Do you provide CFO advisory services?
Yes, our part-time CFO services include cash flow projections, profitability analysis, and strategic planning to help businesses manage risks and drive growth.
Reviews (7)
Lisa Younger
Sep 15, 2021
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Positive:Value
Phoenix Accountants and Advisors have been managing my bookkeeping for the past 12 months and I have been satisfied with the fees they charge and the quality of service delivered.
Phoenix Accountants and Advisors have been managing my bookkeeping for the past 12 months and I have been satisfied with the fees they charge and the quality of service delivered.
Marc Marcryan Ryan
Aug 05, 2021
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Lavisha, Dinesh and the team from Phoenix Accountant & Advisors thank you for sorting all my accounts for my business. Awesome team!!! Without you I will not be able to run my business smoothly. Highly recommended!!!
Theo N. Shirley Hazebroek
Feb 18, 2021
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Positive:Professionalism
The P&C for which I am Treasurer has been using Phoenix for 2 years now and can highly recommend them for prompt attention and reliable service at a competitive price.
The P&C for which I am Treasurer has been using Phoenix for 2 years now and can highly recommend them for prompt attention and reliable service at a competitive price.
Matt Tucker
Jan 25, 2021
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I've been working with Phoenix for several years now and I can't recommend them highly enough. As the owner of a small business that has had to grow and adapt in the changing business environment, Lavisha, Dinesh and their team have never failed to rise to a challenge, take the stress out of my book keeping and accounting or deliver me anything other than 100% professionalism. Highly recommended!
Andrew Mahaffy
Oct 04, 2020
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Positive:Quality
Cube Offshore have been using Phoenix for bookkeeping services for the last 4 years and are happy with their services. Both Dinesh & Lavisha are helpful, responsive and knowledgeable.
Cube Offshore have been using Phoenix for bookkeeping services for the last 4 years and are happy with their services. Both Dinesh & Lavisha are helpful, responsive and knowledgeable.
Lisa G.
Sep 03, 2020
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Positive:Responsiveness
My business has been using Phoenix as our book keepers for a number of years and they have been positive and supportive as our business has grown significantly. Dinesh and his team are always available for any questions that pop up. I would recommend them for a small business wanting someone who wants to help!
My business has been using Phoenix as our book keepers for a number of years and they have been positive and supportive as our business has grown significantly. Dinesh and his team are always available for any questions that pop up. I would recommend them for a small business wanting someone who wants to help!
Anand Krishna
Aug 29, 2020
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These guys are amazing. I have never come across any accounts booking keeping team so focused on your affairs like you are their only client. The best part is they are always available at the drop of a hat.
Been with them for a couple of years and they have saved me a ton. Another great asset is that they are Cosultants in accounts tax law which means they work exclusively for the clients interest not the ATO
Been with them for a couple of years and they have saved me a ton. Another great asset is that they are Cosultants in accounts tax law which means they work exclusively for the clients interest not the ATO