Our Services
We help you achieve your goals
At Sheppard Advisory, we provide comprehensive tax, accounting, and business advisory services designed to support businesses at every stage. Whether you’re managing day-to-day finances, planning for growth, or ensuring compliance, our team helps you stay on track with expert guidance tailored to your industry.
Tax & Accounting
Handling tax and financial reporting shouldn’t be a burden. We simplify the process with expert tax planning, financial structuring, and compliance services that help businesses stay ahead. Whether you’re lodging a BAS, managing payroll tax, or planning for tax minimisation, we provide tailored solutions that align with Australian Taxation Office (ATO) requirements.
Our key services include:
- Business and personal tax returns
- GST and BAS preparation and lodgement
- Payroll tax compliance and financial reporting
- Tax structuring and planning for efficiency
- Financial statements and cash flow management
Business advisory
Making informed decisions is essential for business success. Our business advisory services provide financial clarity, strategic planning, and growth-focused advice to help businesses scale sustainably. Whether you’re launching a start-up, restructuring, or managing expansion, we guide you with practical, results-driven financial strategies.
Key services include:-
- Financial forecasting and cash flow analysis
- Business structuring for tax efficiency and asset protection
- Growth strategy and risk management
- Virtual CFO services for ongoing financial leadership
Bookkeeping
Keeping financial records accurate and up to date is crucial for compliance and decision-making. Our bookkeeping services provide real-time financial tracking, reconciliation, and reporting, ensuring businesses meet their ATO and GST obligations while staying financially organised.
Key services include:
- Payroll processing and Single Touch Payroll (STP) compliance
- Bank reconciliations and financial reporting
- BAS and GST tracking and lodgement
- Cloud-based bookkeeping using Xero, MYOB, and QuickBooks
Industry Compliance
Key services include:
- QBCC compliance and financial reporting
- WorkCover insurance and payroll compliance
- Wine Equalisation Tax and industry-specific taxation
- Regulatory audits and financial due diligence
Why Choose Sheppard Advisory?
Personalised Business and Financial Solutions
Every business has different financial needs. We tailor tax, accounting, and business advisory services to your specific goals, ensuring clear financial strategies that align with your objectives.
Industry-Specific Expertise
We understand the unique challenges faced by industries such as property development, construction, and professional services. Our industry-focused approach ensures financial strategies that work for your sector.
Comprehensive Support from Start-up to Scale-up
From tax returns and BAS lodgements to high-level business advisory and business structuring, we provide a full suite of services to keep your business running efficiently.
Proactive Planning for Business Growth
We don’t just manage your accounts—we help you plan for sustainable growth, tax efficiency, and long-term financial success with expert guidance every step of the way.
Unlock Your Business Potential with Flexible Financial Solutions
At Sheppard Advisory, we provide innovative financial services that give your business the support it needs to thrive, whether you’re looking for strategic leadership, real-time financial insights, or guidance on starting a new venture. Our solutions are designed to be flexible, cost-effective, and scalable, ensuring you have the right financial expertise at every stage of your business journey.
Our Virtual CFO services offer outsourced financial leadership, giving you access to high-level expertise without the full-time cost of hiring a CFO. This strategic support helps you with financial planning, reporting, and decision-making to drive sustainable growth. For businesses seeking advanced financial technology, our Cloud-Based Accounting solutions provide real-time financial data, enabling better decision-making and more efficient financial management. With up-to-date insights at your fingertips, you can manage your finances more effectively and make smarter business decisions.
For entrepreneurs and start-ups, we offer comprehensive Business Start-Up Advisory services to help set the foundation for success. From entity structure advice and registration to financial planning, we guide you through every step of establishing your business.
Our services include:
- Outsourced Virtual CFO services for financial leadership
- Real-time insights and efficient management through cloud accounting
- Expert advice and planning for business start-ups
- Compliance with tax regulations and financial reporting tailored to your business needs
By combining strategic financial leadership, advanced cloud technology, and expert start-up advisory, Sheppard Advisory provides everything you need to grow your business with confidence. Let us help you navigate financial complexities, streamline your processes, and set your business on a path to long-term success.
Frequently Asked Questions
How does your pricing work?
At Sheppard Advisory, all our pricing is fixed, agreed upon in advance, and paid via direct debit, bank transfer, or credit card (method chosen upon approval of the proposal). Your fixed price is split into monthly instalments, with payments made up until 30 June each year. For example, if you sign a proposal on 1 October 2024, you’ll make 9 monthly payments from October 2024 through to June 2025. A new proposal will then be issued on 1 July 2025, spreading the costs over 12 instalments for the following financial year.
Should you require additional services during the year, we’ll provide a clear proposal before any work begins, ensuring you remain in control and there are no surprises.
Please note that fees for individual tax returns (salary & wages) are not included in monthly instalments. They are billed upfront as part of the fixed price agreement.
Do you do individual tax returns?
At Sheppard Advisory, we handle individual tax returns for a wide range of clients. Whether you’re an individual with personal tax needs or part of a business group, such as a shareholder or director, we’re here to assist. We also specialise in managing returns for those with substantial investments, including family trusts or self-managed super funds, ensuring every aspect of your financial portfolio is expertly handled.
Do you work with businesses in my industry?
We work with businesses across a variety of industries, including construction, hospitality, manufacturing, health and wellness, and more. Our industry-specific knowledge ensures you receive tailored advice and support.
How do you handle additional services I may need throughout the year?
If you need additional services during the year that fall outside the scope of your current proposal, we’ll provide a new proposal outlining the details before starting any work. This ensures you stay fully informed and in control of both your financial commitments and service expectations.
How do I get started with Sheppard Advisory?
Getting started is simple and stress-free! Contact us to schedule your complimentary initial consultation, where we’ll discuss your business needs and get to know your financial goals.
From there, we follow a clear and structured approach:
Step 1: Face-to-face or virtual meeting to understand your business requirements.
Step 2: Review of your financial files and software.
Step 3: Set up a fixed-price agreement and begin the onboarding process.
Step 4: We handle all processing and lodgements.
Step 5: Ongoing touchpoints to provide continuous support.
We’ll review your financials and agree on a fixed-price arrangement tailored to the services you require. You’ll remain informed and in control every step of the way.
Take Control of Your Business Finances
At Sheppard Advisory, we help businesses optimise tax strategies, improve cash flow, and stay compliant with financial regulations. Whether you’re looking for business structuring, tax minimisation, or bookkeeping support, our team is here to guide you.
Book a free consultation today and let’s create a financial strategy that sets your business up for success.