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.

Let’s chat!

Call (03) 9069 8688

Your books this week

Up to date

Bank feeds reconciled

All accounts

Bills coded with GST

Done

Pay run and STP

Lodged

Overdue invoices chased

Followed up

Checked by Marissa’s team

In short

In short:Elephant Advisory handles bookkeeping for financial planning practices, keeping your own records accurate and up to date so you can stay focused on your clients.

Led by Marissa Moro, Director & Head of Bookkeeping · 8+ years in bookkeeping.

Our approach

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.

What we handle

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.

What we do, and when

Your bookkeeping rhythm

The same checklist every period, so nothing slips between BAS quarters.

Weekly

Reconcile bank and card feeds
Enter and code bills
Send and chase invoices
Process pay runs and STP

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 (Payday Super)
Tracking categories by service or location

Profit and loss and cash summary
Aged receivables and payables review
Super paid with wages (Payday Super)
Tracking categories by service or location

Quarterly

BAS prepared and lodged on time
GST and PAYG reviewed for errors
Handover to your accountant

BAS prepared and lodged on time
GST and PAYG reviewed for errors
Handover to your accountant

Packages

Pick the level that fits

Fixed monthly fees, scoped to your transaction volume and pay runs.

Essentials

Fixed monthly fee

Monthly reconciliation and quarterly BAS for sole traders and small teams.

Get a quote

Growth

Fixed monthly fee

Weekly bookkeeping, payroll, debtor follow-up and a monthly report.

Get a quote

Complete

Fixed monthly fee

Everything in Growth plus tracking by location or service and a CFO-style review.

Get a quote

Why us

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

Is it time?

Signs your books need help

Reconciliations are weeks or months behind

BAS time is a scramble every quarter

You’ve hired your first employee

You don’t trust your reports to make decisions

“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 Marissa’s profile

Financial planners: see how our accounting, bookkeeping, loans and advisory work together for your industry.See the financial planners hub →

FAQ

Let's clear a few things up.

Bookkeeping takes time and requires accuracy that most practitioners do not have capacity for on top of client work. Outsourcing means your records are always current, your BAS is always on time, and you never have to choose between your clients and your compliance.

Yes. We understand the regulatory environment financial planners operate in and make sure the bookkeeping behind your practice supports your ASIC and licensing obligations throughout the year.

Revenue in financial planning can be lumpy, particularly for fee-for-service or trail-based businesses. We build forecasts around your specific income model so you always have visibility over your cash position.

Yes. We prepare and lodge your BAS accurately and on time every quarter so you stay compliant and never face an avoidable penalty.

Yes. We use Xero with all our clients and can set your practice up from scratch or migrate from another platform, with full training included.

Our pricing is tailored to the size and complexity of your practice. Book a free consultation and we will walk you through your options clearly before any work begins.

Related services

Accountants for financial planners

Payroll services

Xero bookkeeping

Get your weekends back.

Tell us about your business and we’ll quote a fixed monthly fee.

Get a quote

(03) 9069 8688

Sometimes the hardest part is reaching out — but once you do, we’ll make the rest easy.

Let’s chat!

Phone

(03) 9069 8688

info@elephantadvisory.com.au

Address

Unit 16 105/111 Ricketts Rd
Mount Waverley VIC 3149

OFFICE HOURS

Mon to Fri: 8.30am - 6.00pm
By appointment only.

Credit Guide

Terms & Conditions

Elephant Financial Pty Ltd (ABN 38 611 576 240) trading as Elephant Advisory is an authorised credit representative (ACR 487962) of Yellow Brick Road Aggregation Pty Ltd (formerly Vow Financial Pty Ltd) (ABN 66 138 789 161), Australian Credit Licence 390261. Accounting and tax services are provided by Elephant Tax Pty Ltd (ABN 39 626 563 755), bookkeeping by Elephant Bookkeeping Pty Ltd (ABN 49 682 979 139), digital marketing by Elephant Digital Pty Ltd (ABN 72 692 273 091) and offshore staffing by Elephant Teams Pty Ltd (ABN 24 656 874 789).

Sometimes the hardest part is reaching out — but once you do, we’ll make the rest easy.

Let’s chat!

Phone

(03) 9069 8688

info@elephantadvisory.com.au

Address

Unit 16 105/111 Ricketts Rd
Mount Waverley VIC 3149

OFFICE HOURS

Mon to Fri: 8.30am - 6.00pm
By appointment only.