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Services

Tax Returns & Financial Reporting
  • Tax Returns

  • Financial Statements

  • Association Reports

 

Only registered tax agents and BAS agents can legally charge or receive a fee for providing services. 

Agents are accountable to the Tax Practitioners Board, so you know your business is protected.

Kristan meets and maintains the required qualifications, experience and complies with the Code of Professional Conduct for all your taxation requirements, as a Tax agent and BAS agent.

 

 

BAS Services

 

  • Account reconciliation

  • Monthly management reports

  • Liaison with your tax agent

  • Preparation of year end reports

  • Preparation of BAS and IAS reports

  • Lodgement of BAS and IAS reports

  • Registration for GST or PAYG withholding

 

Being a registered BAS Agent, you can rely on Kristan to satisfy your BAS requirements with the ATO. Take advantage of four extra weeks to lodge and pay your BAS if you are a quarterly lodger!

 

Payroll

 

  • Payroll system set up

  • Processing for all types of employees

  • Employee payslips supplied and sent

  • Award interpretation and compliance

  • Calculation of leave entitlements

  • Payroll reconciliation

  • PAYG processing and reporting

  • Superannuation reconciliation/ reporting

  • Penalty avoidance, by ensuring  compliance with relevant regulations

  • End of financial year processing, including Employee Payment Summaries (group certificates) and Payment Summary Statement (ATO requirement)​

Bookkeeping

 

  • Data file and chart of accounts set up

  • Data entry 

  • Bank reconciliations

  • Accounts receivable 

  • Accounts payable

  • Cashflow statement

  • Profit and loss statement

  • Balance sheet

  • Secure data file storage

 

Daily financial transactions are recorded efficiently and accurately. Receive monthly or quarterly reports and have your figures prepared ready for end of financial year. 

 

Business Start up 

Starting a new business? Kristan is a small business expert! Kristan can get you set up and organised with ABN, GST and PAYG registrations. Set up of different structures, including sole trader, partnership, company or trust structure. Kristan can also help you with ASIC services, such as Business Name registrations. 

 

Cloud software

 

Store your data securely and access it efficiently via the cloud. If you do not already have cloud based software in place or require a new software subscription, Kristan can certainly help. Being a Certified Advisor with Xero Accounting software, Kristan has access to promotional discounts, which are passed directly on to you, while you are engaging services with JADE Professional. Fees will vary depending on which software package is suited to your business.

 

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