Our Services

At Unlocal Advisory, we provide reliable accounting, bookkeeping, taxation, and advisory services tailored to individuals and small businesses. Our approach focuses on ensuring compliance, improving financial clarity, and supporting informed decisions so you can focus on growing your business with confidence.

Business Accounting Packages

Professional bookkeeping and accounting support that ensures financial clarity, compliance, and better decision-making for your business.

Startup Package

Ideal for Sole Traders & New Businesses

This package is perfect for new entrepreneurs and small business owners who want reliable accounting support while keeping costs predictable.

For a fixed monthly fee, we manage your core compliance requirements so you can focus on building and growing your business.

Includes

Financial Accounting

Monthly bookkeeping for up to 20 transactions
Payroll processing for 1–3 employees
Bank reconciliation and maintenance of financial records

BAS Compliance

Quarterly BAS preparation, review and lodgement

Tax Compliance

Annual Business Tax Return preparation and lodgement

Annual Tax Planning Meeting (add-on)

One annual meeting with our accountant to review your tax position, answer queries and plan ahead.

Growth Package

Ideal for Growing Businesses

Designed for businesses experiencing steady growth and requiring more regular financial oversight and support. This package ensures your accounts remain organised while providing valuable insights to help you make informed decisions.

Includes everything in the Startup Package plus:

Enhanced Financial Accounting

Monthly bookkeeping for up to 75 transactions
Payroll processing for up to 7 employees
Monthly bank and credit card reconciliations

BAS Compliance

Quarterly BAS preparation, review and lodgement

Management Reporting

Preparation of financial statements (Includes Profit/Loss & Balance Sheet)
Basic financial performance review

Tax Compliance

Annual Business Tax Return preparation and lodgement

Tax Planning & Advisory

Annual tax planning meeting
Email support for accounting queries

Scale Package

Ideal for Established Businesses

Built for businesses that require more strategic financial guidance and deeper accounting support. This package provides ongoing financial visibility while ensuring full compliance with Australian tax requirements.

Includes everything in the Growth Package plus:

Comprehensive Accounting

Monthly bookkeeping for up to 150 transactions
Payroll processing for up to 15 employees
Accounts payable and receivable oversight

BAS & Compliance

Quarterly BAS preparation, review and lodgement
ATO correspondence support

Management Reporting

Preparation of Financial Statements (Includes Profit/Loss and Balance Sheet)
Cashflow insights and financial performance discussions (Quarterly/Annually)

Strategic Advisory

Tax planning meetings annually

Income Taxation

Accurate preparation and lodgement of income tax returns, specialising in individuals and small businesses.

At Unlocal Advisory, we make tax time simple and stress-free. Whether you have a straightforward salary return or multiple income sources, our experienced tax professionals ensure your return is prepared accurately while maximising all eligible deductions.

We work with individuals across a wide range of tax situations and ensure full compliance with ATO requirements.

Our individual tax return services are designed to be transparent, efficient and tailored to your specific circumstances.

Includes

Salary and wage income
PAYG income statements
Basic work-related deductions
Interest income
Medicare levy adjustments
Electronic lodgement with the ATO

Add-ons

Capital Gains Tax calculations for asset disposals
Dividend reporting
Rental property schedules
Sole trader business schedules
Crypto transaction reporting
Prior year tax return amendments

Advisory Services

Helping individuals & small businesses choose the right business structure, prepare formation documents/deeds, to make confident financial decisions.

At Unlocal Advisory, we go beyond compliance. We work with entrepreneurs and business owners to help them choose the right structure and establish a strong foundation for their business.

Selecting the appropriate business structure is critical for tax efficiency, asset protection and long-term growth. Our advisory services help ensure your business is structured correctly from the beginning. Once the appropriate structure is chosen, we assist with the setup and preparation of required documentation.

Services include:

Business structure setup and registration
ABN, TFN and GST registrations
Company registration with ASIC
Trust establishment and trust deed preparation
Partnership agreements
Business name registration
PAYG withholding registration (if required)
Accounting software setup and walkthrough
Basic training (if required)

Advisory services are generally charged on a fixed fee or hourly basis depending on the scope of work.

Unlocal advisory is a cpa practice