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Orchard Financial Chartered Accountants & Bookkeeping

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๐Ÿ“ž (02) 8310 4017Registered tax agentCPA or CAFixed fees

Orchard Financial Chartered Accountants & Bookkeeping is a chartered accounting firm in Darlinghurst, Sydney. It handles business and personal tax returns, BAS, bookkeeping and payroll for small businesses, and is known for fixed monthly accounting packages built around Xero.

Who does the work

Trent Martin is the director and holds the CA designation. He completed the CA Programme in 2003 and holds a B.Comm. (Accounting) from Macquarie University, with over 17 years of experience. The firm says its team has extensive experience in taxation, company reporting and business analysis.

Moving to Xero

Orchard Financial describes itself as a recognised Xero partner and offers transition support for businesses moving to cloud accounting. It also helps clients move from MYOB to Xero. Its Xero accounting packages are priced at a fixed monthly fee.

Services from Orchard Financial Chartered Accountants & Bookkeeping

Tax

Personal tax returnsCloud accountingFinancial reportingCash flow forecasting

Business services

Business tax returnsBAS lodgementGST and ABN registrationBookkeepingPayrollSMSF auditCompany set-up

Orchard Financial prepares and lodges business and personal tax returns for companies, trusts, partnerships and sole traders, and handles quarterly or monthly BAS, including GST and ABN registration. Bookkeeping covers data entry, bank reconciliations and receivables and payables, with payroll processing and PAYG withholding and superannuation payments. The firm also prepares end-of-year and management reports, cash flow forecasts and budget analysis, and carries out annual SMSF audits as a registered SMSF auditor with ASIC. Company, trust and SMSF set-up sit within its corporate secretarial work.

Tips for visiting Orchard Financial Chartered Accountants & Bookkeeping

  • โœ“No dollar amounts are published, so call 02 8310 4017 to get a quote for the fixed monthly package that suits your business before you commit.
  • โœ“If you want Xero from the start, or are moving from MYOB, say so when you call so the package can be matched to your setup.
  • โœ“Ask which package covers your BAS, payroll and tax lodgements, so you know what the monthly fee includes.

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FAQ about Orchard Financial Chartered Accountants & Bookkeeping

Is Orchard Financial a registered tax agent?

Yes. The firm lodges business and personal tax returns as a registered tax agent.

Does Orchard Financial do payroll?

Yes, it processes payroll and makes PAYG withholding and superannuation payments for clients.

Does Orchard Financial look after SMSFs?

Yes, it carries out annual SMSF audits and reporting, as a registered SMSF auditor with ASIC, and sets up SMSFs.

Does Orchard Financial work with Xero?

Yes, it is a recognised Xero partner and helps clients move from MYOB to Xero.