A home for all your financial planning bookkeeping needs.
A home for all your financial planning bookkeeping needs.
As a financial planner, you know the value of accurate financial information. But who is keeping your own books in check? We handle the bookkeeping behind your practice so you can stay focused on your clients.
As a financial planner, you know the value of accurate financial information. But who is keeping your own books in check? We handle the bookkeeping behind your practice so you can stay focused on your clients.
Our Solution
Our Values
Your clients trust you with their finances. Trust us with yours.
Your clients trust you with their finances. Trust us with yours.
Financial planning businesses have specific compliance requirements, time pressures, and reporting standards that demand a bookkeeper who understands the profession.
Precision
Financial planners work with numbers every day and expect the same standard from their own bookkeeper. We keep your records accurate, current, and compliant at all times.
Precision
Financial planners work with numbers every day and expect the same standard from their own bookkeeper. We keep your records accurate, current, and compliant at all times.
Licensing Awareness
We understand the regulatory environment financial planners operate in and make sure your bookkeeping supports your compliance obligations throughout the year.
Licensing Awareness
We understand the regulatory environment financial planners operate in and make sure your bookkeeping supports your compliance obligations throughout the year.
Availability
Your clients come first. We stay on top of your books so you are never distracted from client-facing work by a compliance issue or unresolved transaction.
Availability
Your clients come first. We stay on top of your books so you are never distracted from client-facing work by a compliance issue or unresolved transaction.
No Surprises
We keep your records current, your BAS lodged on time, and your cash flow visible so nothing catches you off guard during a busy client period.
No Surprises
We keep your records current, your BAS lodged on time, and your cash flow visible so nothing catches you off guard during a busy client period.
Our Solution
Our Values
Your clients trust you with their finances. Trust us with yours.
Financial planning businesses have specific compliance requirements, time pressures, and reporting standards that demand a bookkeeper who understands the profession.
Precision
Financial planners work with numbers every day and expect the same standard from their own bookkeeper. We keep your records accurate, current, and compliant at all times.
Licensing Awareness
We understand the regulatory environment financial planners operate in and make sure your bookkeeping supports your compliance obligations throughout the year.
Availability
Your clients come first. We stay on top of your books so you are never distracted from client-facing work by a compliance issue or unresolved transaction.
No Surprises
We keep your records current, your BAS lodged on time, and your cash flow visible so nothing catches you off guard during a busy client period.
Our Services
Bookkeeping services built for financial planning businesses.
The bookkeeping services financial planning businesses rely on to stay accurate, stay compliant, and keep their focus on clients.
Bank Reconciliation
We match your business records with your bank statements and allocate every transaction correctly so your books always reflect your actual financial position.
Payroll and Superannuation
We handle your weekly, fortnightly, or monthly payroll and super compliance so your team is always paid correctly and on time.
Business Solutions
We handle your weekly, fortnightly, or monthly payroll and super compliance so your team is always paid correctly and on time.
Xero Setup and Migration
New to Xero or switching over? We get you set up and running so you can access real-time reports and manage your practice finances from anywhere.
Payables and Receivables
We organise your invoices and payments so everything gets paid on time, your cash flow stays healthy, and nothing falls through the cracks.
Cash Flow Management
We forecast your cash flow so you always have enough to cover costs and never get caught short during quieter periods in your practice.
BAS and Reporting
We prepare and lodge your BAS accurately and on time, and provide clear performance reports so you always know how your practice is tracking.
Our Services
Bookkeeping services built for financial planning businesses.
The bookkeeping services financial planning businesses rely on to stay accurate, stay compliant, and keep their focus on clients.
Bank Reconciliation
We match your business records with your bank statements and allocate every transaction correctly so your books always reflect your actual financial position.
Payroll and Superannuation
We handle your weekly, fortnightly, or monthly payroll and super compliance so your team is always paid correctly and on time.
Xero Setup and Migration
New to Xero or switching over? We get you set up and running so you can access real-time reports and manage your practice finances from anywhere.
Payables and Receivables
We organise your invoices and payments so everything gets paid on time, your cash flow stays healthy, and nothing falls through the cracks.
Cash Flow Management
We forecast your cash flow so you always have enough to cover costs and never get caught short during quieter periods in your practice.
BAS and Reporting
We prepare and lodge your BAS accurately and on time, and provide clear performance reports so you always know how your practice is tracking.
Our Solution
If these problems sound familiar, you're not alone.
The bookkeeping challenges most financial planning businesses face and exactly how we solve them.
Without Elephant
Books taking time away from clients
Compliance obligations piling up
No clear picture of practice finances
Cash flow unpredictable
Bookkeeper doesn't get financial planning
With Elephant Advisory
Records managed so you stay client-focused
Every lodgement handled on time
Real-time reporting through Xero
Forecasting built around your income model
Specialists with direct industry experience
"At Elephant Advisory, we handle the books so you can focus on the business - with real-time visibility through Xero, wherever you are."
"At Elephant Advisory, we handle the books so you can focus on the business - with real-time visibility through Xero, wherever you are."
"At Elephant Advisory, we handle the books so you can focus on the business - with real-time visibility through Xero, wherever you are."
Our Peeps
Our Peeps
Our crew, is yours too.
It is easy to end up with a bookkeeper who does not understand the specific demands of running a financial planning business. We do, and we bring that understanding to every client we work with.
FAQ
Let's clear a few things up.
No jargon, no runaround - just honest answers.
Why should I outsource bookkeeping for my financial planning practice?
Do you understand the compliance requirements for financial planning businesses?
How do you help financial planning practices manage cash flow?
Can you handle BAS lodgements for our practice?
Do you use Xero with financial planning businesses?
How much does bookkeeping for a financial planning business cost?
Why should I outsource bookkeeping for my financial planning practice?
Do you understand the compliance requirements for financial planning businesses?
How do you help financial planning practices manage cash flow?
Can you handle BAS lodgements for our practice?
Do you use Xero with financial planning businesses?
How much does bookkeeping for a financial planning business cost?
Why should I outsource bookkeeping for my financial planning practice?
Do you understand the compliance requirements for financial planning businesses?
How do you help financial planning practices manage cash flow?
Can you handle BAS lodgements for our practice?
Do you use Xero with financial planning businesses?
How much does bookkeeping for a financial planning business cost?
Phone
Address
Unit 16 105/111 Ricketts Rd
Mount Waverley VIC 3149
OFFICE HOURS
Mon to Fri: 8.30am - 5.00pm
By appointment only.
Phone
Address
Unit 16 105/111 Ricketts Rd
Mount Waverley VIC 3149
OFFICE HOURS
Mon to Fri: 8.30am - 5.00pm
By appointment only.
Phone
Address
Unit 16 105/111 Ricketts Rd
Mount Waverley VIC 3149
OFFICE HOURS
Mon to Fri: 8.30am - 5.00pm
By appointment only.