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Bookkeeping For Financial Planning
Bookkeeping · Melbourne
Marissa Moro
Director & Head of Bookkeeping
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.
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.
Your bookkeeping rhythm
Weekly
Reconcile bank and card feeds
Enter and code bills
Send and chase invoices
Process pay runs and STP
Monthly
Profit and loss and cash summary
Aged receivables and payables review
Super paid with wages under Payday Super
Tracking by service or location
Quarterly
BAS prepared and lodged on time
GST and PAYG reviewed for errors
Handover to your accountant
If these problems sound familiar, you're not alone.
The bookkeeping challenges most financial planning businesses face and exactly how we solve them.
Going it alone
Books taking time away from clients
Compliance obligations piling up
No clear picture of practice finances
Cashflow 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.”
Your bookkeeping lead
Marissa Moro
Director & Head of Bookkeeping
Marissa has over eight years of bookkeeping experience and a genuine passion for helping businesses take control of their finances. She's proactive, precise, and committed to making bookkeeping easy, accurate, and stress-free for every client she works with. Whether it's reconciling accounts, tracking cash flow, or streamlining financial systems, she's across the detail so you don't have to be.
Read profile
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?
Latest articles
Bookkeeping
Why Bookkeepers Love Tracking Financial Data (And Why You Should Too)
Good data drives good decisions. Why tracking your numbers matters for your business.
Marissa Moro
2 min
Bookkeeping
What Are Debtors and Why Doesn't Profit Mean Cash in the Bank?
Profit on paper isn't cash in hand. How debtors affect your cash flow.
Oz Karabadjak
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Bookkeeping
How often do clients act on your monthly profitability data?
Monthly numbers only help if you use them. How business owners put profitability data to work.
Marissa Moro
2 min
Get your weekends back.
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