Accounting Services & Tax Planning
Accounts Payable
We manage all invoice processing, schedule timely payments, verify charges, and liaise with Strata Manager to ensure accurate financial records.
Hourly Rate
Financial Reporting
Preparation of Annual General Meeting (AGM) reports, budgets, and audit-ready financial statements. We ensure your financial data is clearly presented, transparent, and compliant with strata regulations.
Hourly Rate
Levies Working
Calculation and setup of owner levies, tracking of arrears, and handling levy-related queries from owners or the committee. We ensure levies are issued accurately, monitored consistently, and resolved in a timely manner.
Hourly Rate
BAS Lodgment
We prepare and submit Business Activity Statements (BAS) on your behalf, ensuring timely and accurate compliance with local tax laws. Includes GST reconciliation, document review, and audit trail retention.
Per lodgment
Tax Return Filing
Professional preparation and submission of your annual tax return with attention to compliance, deductions, and strata structure. Includes reconciliation of income, expenses, and supporting schedules.
Per lodgment
Debt Recovery Process
Structured 3-stage system to recover overdue levies while maintaining professionalism.
Hourly Rate
Opening Balance (Onboarding Plans)
We handle the entire financial onboarding process — entering opening balances, verifying historic data, loading budgets, and reconciling accounts.
Hourly Rate
Wrap-Up Financial Reports (Offboarding Plans)
For clients ending their service period, we provide a complete set of final financials including reconciliations, reports, and documentation. Designed for a seamless transition or audit.
Hourly Rate
Term Deposit Management
We manage the placement, renewal, and documentation of term deposits to help maximize returns on your surplus funds. Includes maturity alerts and investment planning.
Hourly Rate
Bank Reconciliation
Monthly reconciliation of all bank transactions against your ledger. We flag inconsistencies, match receipts, and provide reports that help detect and resolve issues early.
Hourly Rate
Strata Roll & Legal Updates
Strata Roll Updates
We maintain accurate and up-to-date records of all lot owners, residents, and changes within your strata scheme. Includes adding new owners, updating mailing addresses, Agent Updates & Tenant notifications.
Hourly Rate
Section 184 Statements
We prepare legally required disclosure statements for property buyers, ensuring all financial, legal, and levy information is included. This helps facilitate smooth settlements and ensures full compliance with local legislation.
Hourly Rate
Section 22 Certificates
Update New Owners and Re-issue Levy Notices for New Owners.
Hourly Rate
Compliance & Administration Services
Strata Hub Updates
We update and maintain your property’s information on the official Strata Hub, ensuring all statutory records are accurate and current. Includes managing strata plan details, contact info, and key documentation uploads.
Hourly Rate
Work & Quote Orders
We manage and issue service requests, maintenance work orders, and contractor quotes. Includes follow-ups, approvals, and communication tracking with trades and suppliers.
Hourly Rate
AFSS Updates (Annual Fire Safety Statement)
We submit and update your Annual Fire Safety Statement (AFSS) to meet legal and council requirements. Includes coordination with fire safety providers and uploading to regulatory portals.
Hourly Rate
Lift Renewals & Registrations
We handle the renewal process for lift registrations, ensuring compliance with safety and maintenance regulations. Includes coordination with lift service providers and submission to the appropriate authorities.
Hourly Rate