How We Work | Blacktown Accountants Tax Practice
How We Work
A clear path from first contact to settled books and lodged returns — the same four stages for every client, with the parts that matter to you called out.
Start the process or email [email protected]The four stages, in order
1. First conversation
We take stock of your situation — obligations, records, deadlines already owed — and quote the year ahead in writing before anything starts.
2. Uprunning
Past periods are brought up to date: ledgers reconciled, missing records requested once, in a single list — and the books set on a steady cycle.
3. Prepare and check
Each BAS, payroll run and return is prepared from reconciled books, then reviewed line by line with you before anything is signed.
4. Lodged and tracked
Lodgements are filed on the agent calendar; ATO correspondence is read, answered and archived, with dates recorded where you can see them.
What we need from you — and what you will get back
- From you — statements and receipts as they come, answers to a short checklist, and a decision when one is needed.
- From us, monthly — a reconciled ledger summary and the next deadline, in plain language.
- From us, at each period — the prepared work with the supporting schedule, before lodgement, not after.
- From us, at year end — a complete set of accounts, the lodged return, and a plan note for the year ahead.
Before we start, some answers
Do I need to come into the office?
No. Most work runs over email and cloud software; meetings happen in person at 17 Patrick St or online, whichever suits the task.
What if the previous accountant left records incomplete?
It happens often enough that it is a defined stage of our process. The first job is a records audit and a single list of what is missing — then the work is quoted.
Which software do you support?
Xero and MYOB primarily, and we work with the ledger you already run. Recommendations are made when your current setup is costing time or accuracy, not on principle.
How do quotes work?
Fees are agreed in writing before work starts, based on the obligations and records involved, and revised with you first if circumstances change.
Keep going
- All services — The six services at a glance.
- Contact the practice — Start the process — call 0494 924 153 or email.
The process starts with one email
Write a few lines about where your records and obligations stand. The first conversation costs nothing, and the plan that comes out of it will be in writing.
Blacktown Accountants · 17 Patrick St, Blacktown NSW 2148 · 0494 924 153 · [email protected]
