Business Details
7 Years
experience
Trusted Accounting Services in Melbourne
Stone Financial Services, located in Croydon South, Melbourne, is committed to providing exceptional, personalised, and professional services to assist small and medium-sized businesses. Our expertise spans accounting, bookkeeping, business advisory, SMSF, BAS, tax compliance, and property investment services, with a focus on empowering business owners through financial clarity. We specialise in small to medium business accounting and SMSF, catering to all industry sectors, including tradies. Our team takes care of compliance burdens, allowing clients to focus on growth while ensuring full adherence to financial regulations in Victoria.We prioritise clear communication, offering tailored budgeting strategies, tax planning, and business advisory services to help clients make informed decisions. With a dedication to continuous improvement, we leverage cloud-based accounting solutions like Xero to enhance productivity and provide real-time financial insights for sustainable business growth.
Services
Business Accounting
Tax Planning
SMSF Management
Bookkeeping
Business Advisory
Startup Accounting
Budgeting Services
Details
- Year established: 2019
Highlights and features
- We offer personalised accounting solutions tailored to Melbourne SMEs.
- Our team includes CPA and IPA-certified professionals with industry-specific expertise.
- We provide cloud-based accounting systems for real-time financial insights.
- We specialise in SMSF compliance with a registered auditor on staff.
- We prioritise clear communication to ensure clients understand their finances.
Associations and certifications
- Xero Gold Partner
What people say
First-class reliable service
Super knowledgeable
Patient and reassuring
Generous with time
Approachable and helpful
Services
Business Accounting
Our business accounting services cover annual budgets, cash flow forecasting, financial reporting, and compliance management. We handle end-of-year accounts, tax returns, and BAS lodgements while providing software support and payroll solutions. With tailored performance reviews, we help Melbourne businesses maintain financial clarity and strategic growth direction.
Tax Planning
Specialising in strategic tax planning, we help businesses minimise liabilities through salary packaging, capital gains management, and small business exemptions. Our Melbourne-based specialists create annual tax strategies aligned with business goals while ensuring compliance with evolving ATO regulations for optimal financial outcomes.
SMSF Management
We provide comprehensive SMSF services including annual accounts, tax returns, and ATO compliance. Our registered SMSF auditor assists with fund setup, ongoing management, and coordination with financial planners to ensure retirement strategies align with clients' long-term wealth objectives while maintaining strict regulatory compliance.
Bookkeeping
Our bookkeeping services maintain accurate financial records, enabling informed business decisions. Using cloud-based systems, we ensure real-time tracking of transactions, payroll management, and BAS compliance. This Melbourne-based service allows business owners to focus on operations while we handle day-to-day financial administration.
Business Advisory
We offer strategic business advisory services focusing on growth planning, risk management, and operational efficiency. Our Melbourne consultants work closely with clients to develop custom strategies for profitability improvement, resource allocation, and long-term business sustainability through regular performance reviews and forward-looking financial guidance.
People
Carolyn Geyer
Principal & Owner
Masters in Practising Accounting, Registered Tax Agent, and dedicated Nanna. Carolyn provides professional and personalised services to every client, combining technical expertise with a client-first approach.
Jason Poynter
Managing Partner
CPA-certified leader passionate about business strategy. Jason focuses on long-term client stability through tailored financial solutions and strategic business advisory services.
Paula Cardetta
Senior Accountant
Bachelor of Business & Accounting with expertise in tax changes and SMSF management. Paula ensures clients receive up-to-date compliance advice and financial solutions.
Marita Starling
Practice Manager
Bachelor of Business (Accounting) with 20+ years' experience in tax and financial planning. Specialises in individual and small business tax returns and BAS preparation.
James Torok
Senior Accountant
25+ years' public accounting experience with expertise in tax compliance, business structuring, and capital gains tax planning. IPA member and Registered Tax Agent.
Questions
What accounting services do you offer for Melbourne businesses?
We provide business accounting, tax planning, SMSF management, bookkeeping, and business advisory services tailored to Melbourne SMEs.
Do you specialise in SMSF compliance?
Yes, we have a registered SMSF auditor and offer full SMSF services including annual accounts, tax returns, and ATO compliance.
How do you help businesses with tax planning?
We create annual tax strategies using salary packaging, capital gains management, and small business exemptions to optimise tax outcomes.
What bookkeeping systems do you support?
We specialise in cloud-based Xero accounting software with real-time financial tracking and reporting capabilities.
Are you available for face-to-face meetings?
Yes, we offer in-person consultations at our Croydon South office when required by clients.
How do you handle business startup accounting?
We advise on optimal business structures, handle registrations, and create financial plans for new businesses in Victoria.
Reviews (1)
Peter Alan Stone
Dec 15, 2012
Report
I run a small business and don't have time and I am not interested in preparing BAS and Tax Returns and lodging ASIC plus everything else you need to know and do all things accounting. That's why I use Stone Financial Services because with one phone call or email everything is taken care of for you and I can get back to running my business. Very happy customer.
