ABOUT US
We are a small family owned boutique firm offering personal customized services for your individual needs. We can provide onsite or over the phone assistance for many differing issues including assistance outside of business hours if necessary.
Why Choose Us?
We ensure your business has the right systems in place to produce accurate, reliable information - so you can make confident, well informed decisions. This might look like providing bookkeeping assistance (to existing tax clients), in-house training of existing or new staff in GST obligations, producing a Procedures manual for your business. It can also include ensuring compliance obligations are completed on time and accurately, end of year tax planning and FBT advice if required. We provide end of year tax compliance for SMSFs and can arrange auditing of your SMSF externally. We also provide Corporate Secretarial services.
Our breadth of services provide you with a one stop shop for all your accounting and taxation needs. Our rates are competitive and we can provide you with differing invoicing options if required.
We have a range of contacts including legal, finance, insurance, mortgage and real estate advisers that we have a working relationship with.
Being a small firm we keep you abreast of changes to taxation issues and software enhancements that will benefit our clients as quickly as possible.
When you call us, you speak directly with the person handling your work - no receptionists or call centres.
Our Team
Tina Lewis (Director) - FTI - Registered Tax Agent 2188 7004
Tina brings a wealth of experience since starting her working life in 1986 for the small firm of RA Long Rigby & Co. Since then she has worked in numerous accounting firms such as Horwath & Horwath and Arthur Andersen before spending 17 years honing her skills with FW Cuzens. She bought the practice and started Books, Ledgers & Tax on 1st July 2014 providing a continuity of service to their clients.
Delys Sherry - CPA
Delys graduated with a Bachelor Of Commerce in 1991 and is a current CPA member. Her experience comes from 25 years of working in the public sector specialising in management accounts in SME's.