small business accountant mornington peninsula

Simplify your accounting, Achieve your goals.

Tax Preperation | Payroll | Australia's No. 1 Xero Accounting Expert

Full service accounting and business consulting

The day-to-day realities of a growing company can be demanding. At BizBox take ownership of your accounting and tax responsibilities so you can focus on your business.

As business owners ourselves, we’re committed to your success and can provide you the tools to thrive. With direct access to the 1st accountant to use Xero in Australia, discover how modern, professional accounting practices can re-energise your business.

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Advisory
Compliance
Bookkeeping
Payroll
Tax Management
Trevor

Ever struggled to get ahold of your accountant?

As part of our service, we are readily available for you and are always ready to jump on a call or schedule a meeting and.. with our fixed monthly fees, you can rest assured that all your queries and phone calls are covered without any surprises.

"I had an excellent experience with Bizbox Accounting who helped me with my overdue tax returns. From the first contact, the service l received was outstanding! Sally, the Client Service Coordinator, went above and beyond to get me an appointment straight away when I was extremely stressed. Her kindness and efficiency made such a difference. Trevor completed my tax returns, and was totally fantastic. His expert knowledge and professionalism gave me total confidence that everything was done correctly. I went in feeling overwhelmed and left feeling like a huge weight had been lifted off my shoulders. I highly recommend Bizbox Accounting to anyone needing help with their tax or accounting needs."

"I recently had the pleasure of working with Bizbox Accounting, and I couldn't be more satisfied with their comprehensive services. As an accountant and tax agent, they have exceeded all my expectations in managing my business finances and tax needs."

"Very professional, know the critical part of the accounts which missed out by local accountants and great communication skills. Highly recommended Trevor and his team."

"Trevor is an outstanding accountant who goes above and beyond for his clients. His professionalism, attention to detail, and deep knowledge of tax laws and financial planning make him an invaluable asset. He takes the time to explain complex financial matters in a way that’s easy to understand and always ensures that everything is handled efficiently."

"Amazing service, incredible team!! Bizbox Accountants are a one-stop shop for all your BAS & accounting needs! Highly recommend!"

"Great knowledge and communication. Is proactive in providing advice and strategies."

"Bizbox makes my job of looking after my business easy..."

"Ben is an industry leader. Couldn't recommend the team more highly."

"The coaching was life changing for my family and business. Highly recommend Ben! 😊"

"Trevor's experience in finance matters is extensive and very knowledgeable. He has managed our businesses and personal accounts onshore, offshore (multiple countries), from start-up to sale, in good times and tough times."

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Sole Trader & Partnerships

For small business owners, we’re your one stop tax shop with services designed to keep your finances streamlined, taxes simple and never have compliance issues..

Our team are able to help you control cash flow and payroll with professional bookkeeping and BAS management.

Looking to take advantage of the instant asset write off for small business? Ask us how.

Companies & Trusts

For businesses operating as companies or trusts, our financial expertise becomes your competitive advantage.

We specialise in optimising your tax structures, ensuring your assets are protected, and your compliance is always in check. Dive deeper into intricate tax benefits available to companies and trusts with our seasoned team. Leveraging business growth through strategic tax planning?

We’re here to guide you through the day to day financial health your business needs.

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Bookkeeping

Stay ahead of your finances with our specialized Xero bookkeeping service.

As Xero specialists, we pride ourselves in offering seamless integration, efficient financial tracking, and crystal-clear reporting – all under one platform.

Say goodbye to multi-software hassles and trust in our streamlined process to keep your numbers accurate and actionable.

Find out more here.

Business Services

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Trusts

Trusts are our preferred strategy for your business.

A lot of people get stuck on the fact they can receive 25% tax rate as a trading company, however companies come with, a lot restrictions. A trading trust can operate the same as a company, with additional benefits.

A trade setup looks like this:

Additional benefits of a Trust

  • Flexibility

    Trusts offer a high degree of flexibility in terms of asset management and distribution. Trustees can make decisions about distributions based on the current financial needs and circumstances of the beneficiaries, which can adapt to changing legal, tax, and personal situations.

  • Tax Efficiency

    Trusts can be structured to optimise tax efficiency. By distributing income among beneficiaries, who may be on lower tax rates, a trust can reduce the total tax burden compared to an individual or a company owning the assets directly. This can be advantageous in managing investment income or family business revenues. Trusts give you full access to capital gains tax benefits.

  • Succession Planning

    In the context of a business, trusts can facilitate smoother succession planning. They allow for the transfer of control without the need for transferring ownership, which can be beneficial in maintaining business continuity and stability when the original owners decide to retire or if unexpected events occur.

  • Asset Protection

    Trusts can provide a significant level of asset protection, shielding personal assets from business liabilities. This is particularly useful for business owners who want to mitigate the risks associated with running a business, protecting personal wealth from creditors, legal disputes, or unforeseen financial challenges.

  • Control Over Assets

    Trusts can be structured to maintain control over how assets are used by the business and beneficiaries. This can be particularly important in safeguarding assets for future generations, ensuring that assets are used in a manner that aligns with the grantor’s intentions, such as funding education or providing start-up capital for business ventures.

Companies

Operating as a company? We provide ongoing financial oversight, helping you optimise cash flow, manage tax obligations, and improve overall financial health. Whether you’re navigating business growth, tax planning, or regulatory requirements, we’re here to help you get the most out of your company structure.

At BizBox, We help determine whether operating as a company aligns with your financial and operational goals, ensuring it provides real value rather than unnecessary complexity.

For businesses with working capital, growth ambitions, or liability concerns, a company structure can offer strategic advantages… from tax efficiency and asset protection to enhanced funding opportunities. Our team ensures your company is structured correctly from the start, maximising tax benefits while keeping compliance seamless.

Let’s assess if a company is the right fit for your business and ensure it works in your favour.

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Sole Traders

Operating as a sole trader offers simplicity and flexibility, but it also comes with unique financial responsibilities. At BizBox, we ensure your tax obligations are optimised, your records are well-managed, and your business remains financially efficient, so you can focus on growth without unnecessary stress.

Whether you’re just starting out or looking to scale, we help you navigate tax deductions, manage cash flow, and ensure compliance with ATO regulations. Our goal is to keep your business financially lean and legally sound, making sure you’re taking advantage of every opportunity available to sole traders.

Not sure if remaining a sole trader is the best long-term option? We provide strategic advice on when and how to transition into a more structured entity, like a company or trust, if and when it benefits you.

Stay agile, maximise your earnings, and build a strong financial foundation with our guidance.

Benefits of using BizBox for business accounting

    • Easy monthly plans

      Streamline your finances with our flexible monthly packages tailored to fit every business need.

    • Experienced & Trusted

      Rely on our seasoned team, backed by years of trust and expertise, to guide your financial journey.

    • More than compliance

      We go beyond ticking boxes, ensuring your business thrives with proactive financial strategies.

    • Xero specialists

      Master your finances with our expert knowledge in Xero, ensuring precision and clarity in every transaction.

Our simple 3 step process

Small Business accounting is easy as...

We Listen

Not all busineeses need the same approach to accounting. We learn about your business, your goals, and together work out how we can best support you.
1

Setup For Success

Together we choose the level of service your business needs, then use Xero to streamline your bookkeeping and create systems for both compliance and business growth.
2

Stay The Course

We communicate regularly, reviewing and revising business goals, planning for tax time, and identify opportunities for business growth.
3
Unsure where to start? Schedule a call to find out if BizBox is a good choice for your situation.

Pricing that fits your budget,

Business Services that helps you hit your goals.

Please note, not all businesses are the same and some require a unique approach. While these packages have been structured to maximise the benefits for most businesses, some may require a different strategy. This is why we take you through a discovery call and the BizBox 3 step accounting process.