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Ndis Bookkeeping

Bookkeeping · Melbourne

A home for all your NDIS bookkeeping needs.

A home for all your NDIS bookkeeping needs.

NDIS businesses operate under one of the most heavily regulated frameworks in Australia. We handle the bookkeeping behind your practice so your records are always accurate, your compliance is always met, and you can stay focused on delivering quality support.

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 NDIS providers, keeping records accurate and compliance met under one of Australia's most heavily regulated frameworks.

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

Our approach

NDIS bookkeeping requires someone who understands the framework.

NDIS bookkeeping requires someone who understands the framework.

NDIS businesses deal with specific payment cycles, pricing guide obligations, and compliance pressures that go beyond standard small business bookkeeping.

NDIS businesses deal with specific payment cycles, pricing guide obligations, and compliance pressures that go beyond standard small business bookkeeping.

Navigating Complexity

We stay current with the NDIS framework and make sure your bookkeeping always aligns with the latest regulations and reporting requirements.

We stay current with the NDIS framework and make sure your bookkeeping always aligns with the latest regulations and reporting requirements.

Deep Industry Knowledge

We understand how NDIS businesses operate, from participant funding structures and plan management to support worker payroll, and bring that knowledge to every client we work with.

We understand how NDIS businesses operate, from participant funding structures and plan management to support worker payroll, and bring that knowledge to every client we work with.

Integrity

NDIS businesses face significant regulatory scrutiny. We make sure every record, lodgement, and report is prepared with the accuracy your obligations demand.

NDIS businesses face significant regulatory scrutiny. We make sure every record, lodgement, and report is prepared with the accuracy your obligations demand.

Sustainability

Accurate, up-to-date books are the foundation of a financially sustainable NDIS practice. We give you the visibility you need to make better decisions and plan for growth.

Accurate, up-to-date books are the foundation of a financially sustainable NDIS practice. We give you the visibility you need to make better decisions and plan for growth.

What we handle

Bookkeeping services built for NDIS businesses.

Bookkeeping services built for NDIS businesses.

The bookkeeping services NDIS providers rely on to stay compliant with the framework, manage cash flow, and keep their focus on participants.

The bookkeeping services NDIS providers rely on to stay compliant with the framework, manage cash flow, and keep their focus on participants.

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.

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 support workers are always paid correctly and on time.

We handle your weekly, fortnightly, or monthly payroll and super compliance so your support workers are always paid correctly and on time.

Xero Setup and Migration

New to Xero or switching over? We get you set up so your NDIS income, expenses, and payroll all flow through accurately from day one.

New to Xero or switching over? We get you set up so your NDIS income, expenses, and payroll all flow through accurately from day one.

Payables and Receivables

We organise your invoices and NDIS payments so everything gets paid on time and outstanding amounts never get lost or overlooked.

We organise your invoices and NDIS payments so everything gets paid on time and outstanding amounts never get lost or overlooked.

Cash Flow Management

We forecast your cash flow so you always have enough to cover wages and operating costs, and never get caught short between NDIS payment cycles.

We forecast your cash flow so you always have enough to cover wages and operating costs, and never get caught short between NDIS payment cycles.

BAS and Reporting

We prepare and lodge your BAS accurately and on time, accounting correctly for GST-free NDIS supports, and provide clear performance reports.

We prepare and lodge your BAS accurately and on time, accounting correctly for GST-free NDIS supports, and provide clear performance reports.

What we do, and when

Your bookkeeping rhythm

Your bookkeeping rhythm

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

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

Pick the level that fits

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

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.

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

Get a quote

Most popular

Growth

Fixed monthly fee

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

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.

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.

If these problems sound familiar, you're not alone.

The bookkeeping challenges most NDIS businesses face and exactly how we solve them.

The bookkeeping challenges most NDIS businesses face and exactly how we solve them.

Going it alone

Books always behind

Books always behind

NDIS payment gaps

NDIS payment gaps

GST treatment handled incorrectly

GST treatment handled incorrectly

BAS always last minute

BAS always last minute

Current bookkeeper doesn't get the NDIS

Current bookkeeper doesn't get the NDIS

With Elephant Advisory

Records reconciled and current

Records reconciled and current

Forecasting around payment cycles

Forecasting around payment cycles

GST-free supports managed correctly

GST-free supports managed correctly

Every lodgement on time

Every lodgement on time

Specialists who know the framework

Specialists who know the framework

Is it time?

Signs your books need help

Signs your books need help

Reconciliations are weeks or months behind

Reconciliations are weeks or months behind

BAS time is a scramble every quarter

BAS time is a scramble every quarter

You’ve hired your first employee

You’ve hired your first employee

You don’t trust your reports to make decisions

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.”

“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

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.

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

FAQ

Let's clear a few things up.

Let's clear a few things up.

NDIS bookkeeping involves specific payment cycles, GST-free income reporting, support worker payroll, and strict BAS obligations. Outsourcing means your records are always accurate, your compliance is always met, and you can stay focused on your participants.

Many NDIS supports are GST-free under Australian tax law, which requires specific treatment in your BAS and income reporting. We make sure every income stream is categorised correctly so your GST position is always accurate.

NDIS payment cycles can create significant gaps between service delivery and payment receipt. We build forecasts around your funding mix and payment timelines so you always have visibility over your position.

Yes. NDIS businesses often employ staff across different award categories and shift patterns. We manage your payroll correctly, make sure super is paid on time, and keep your records in order.

Yes. We prepare and lodge your BAS accurately and on time every quarter, accounting correctly for GST-free supports, so you stay compliant and never face an avoidable penalty.

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.

Get your weekends back.

Get your weekends back.

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

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).

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).

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).