A good business accountant can give owners a clearer view of their finances while helping them manage tax and compliance requirements. Accounting firms in Caulfield and Melbourne support businesses at every stage, from new ventures to established companies.
Bookkept and EWM Accountants & Business Advisors are two standout names included among the options in this list. Business owners can use this guide as a starting point for comparing accountants based on the services and support they require.
Bookkept
Bookkept is a cloud-based accounting firm that works with small and medium-sized businesses from its Melbourne locations. Its directors, Daniel Heness and Brendan Thorp, hold CPA qualifications and are registered tax agents.
The company provides support across bookkeeping, taxation, cash flow and business advisory. Bookkept also uses real-time financial information and digital accounting tools to help clients understand business performance and manage financial obligations.
Services Offered:
- Payroll
- Accounts management
- Invoicing
- Budgeting and cash flow
- Cloud accounting
- Xero
- MYOB
- QuickBooks
- Cloud accounting add-ons
- Taxation
- Tax compliance
- Personal tax returns
- Business tax returns
- Tax planning
- Superannuation
- Small business bookkeeping
- Small business accounting
- Business advisory
- Property tax
- Investment planning
Phone: (03) 8568 3606
Email: info@bookkept.com.au
Website: bookkept.com.au
EWM Accountants & Business Advisors
For more than 30 years, EWM Accountants and Business Advisors has worked with small businesses from its base in Melbourne. The firm brings together a team of accountants who provide accounting, taxation, bookkeeping and advisory support.
A flexible service process allows EWM to work according to individual client requirements. Its experience covers construction and manufacturing businesses as well as clients operating in investment, medical and dental fields.
Services Offered:
- Accounting
- Taxation
- Bookkeeping
- SMSF accounting, taxation and audit
- ATO audit assistance
- Business finance and insurance
- Business review and planning
- Virtual CFO
- Retirement planning
- Payroll
- Growth Maximiser
- Pricing
- Software and add-ons
Phone: 03 9568 5444
Website: ewmaccountants.com.au
Tax Window
Tax Window provides accounting and taxation support for individuals and businesses. The firm has operated since 2009 and concentrates on tax and accounting work. Founder Artur contributes more than 30 years of experience as a Certified Public Accountant.
Clients receive their service directly from senior accountants rather than having their work handled mainly by junior staff. Tax Window assists with taxation, accounting, property consulting, business advisory, investments, superannuation and cryptocurrency matters. Appointments can take place at the Bentleigh office, online or over the phone.
Services Offered:
- Accounting
- Taxation
- Tax Returns
- Tax Planning
- Property Consulting
- Property Tax Advice
- Business Advisory
- Small Business Accounting
- Small Business Advisory
- Investment Planning
- Superannuation
- Superannuation Tax
- Self-Managed Super Fund Advice
- Cryptocurrency Advisory
Phone: 0401 117 311
Email: info@taxwindow.com.au
Website: taxwindow.com.au
CP Numbers
CP Numbers is a Caulfield North accounting firm that provides tax, accounting and financial services for businesses and individuals. The firm traces its history to the mid-1970s, when Kevin Clements established Clements Partners, and it now operates from Hawthorn Road in Caulfield North.
The team works with clients across several industries, with stated areas of focus including hospitality and retail, health and fitness, and building and trade. Its services cover business accounting, taxation, superannuation and bookkeeping, with support available for areas such as budgeting, cash flow forecasting and business start-ups.
Services Offered:
- Accounting
- Taxation
- Budgeting
- Business Start-Up
- Cashflow Forecasting
- Corporate Compliance
- GST Management
- Superannuation
- Bookkeeping
- Payroll Services
Phone: +61 3 9509 6200
Email: contact@cpnumbers.com.au
Website: cpnumbers.com.au
Leigh Bookkeeping Services
Leigh Bookkeeping Services provides bookkeeping support to businesses across Australia from its base in Mentone, Victoria. The team works remotely and supports industries such as retail, hospitality, professional services and construction. The business also states that it has more than 35 years of experience.
Its work covers day-to-day bookkeeping, payroll and ATO compliance. Leigh Bookkeeping Services is a Registered BAS Agent and can lodge BAS and IAS statements for clients. It is also a MYOB Professional Partner and provides MYOB system development and installation support.
Services Offered:
- Bookkeeping
- Payroll Management
- BAS Services
- IAS Services
- GST Services
- BAS and IAS Lodgement
- MYOB System Development
- MYOB Installation
- Bookkeeping Training
- Custom Bookkeeping Training Videos
Phone: 0411 369 130
Website: leighbookkeeping.com.au
AP Taxation
AP Taxation is a Caulfield North accounting and business advisory firm that works with individuals, families, and small to medium-sized businesses. The practice was formed in 2009 and provides accounting, taxation, bookkeeping, superannuation, wealth management and financial services.
The firm provides tax and accounting support across industries such as professional services, property development, construction, retail, wholesale, hospitality and manufacturing. Its accounting and taxation work includes compliance, tax planning, business structures, cash flow forecasting and management reporting.
Services Offered:
- General Accounting and Taxation
- Tax Advice and Compliance
- Tax Planning
- Business and Ownership Structures
- Cash Flow Budgeting and Forecasting
- Management Reporting and Performance Analysis
- Bookkeeping and CFO Services
- Self-Managed Superannuation Funds
- Wealth Management
- Lending and Finance
Phone: 03 9524 3155
Email: angelo@aptaxation.com.au
Website: aptaxation.com.au
ZYCA | Zamsky Yao Chartered Accountants
ZYCA is a Caulfield South accounting firm that supports small and medium businesses with accounting, tax and business services. Its two partners bring more than 50 years of combined study and work experience in accounting, while the wider team includes qualified accountants and tax agents.
The firm provides support across day-to-day financial work, tax planning and business decision-making. ZYCA also assists with self-managed super funds, payroll, bookkeeping and trust account external examinations for law firms.
Services Offered:
- Accounting Services
- Tax Preparation
- Financial Statement Preparation
- Tax Planning
- Business Advisory
- Self-Managed Super Fund Accounting and Reporting
- Bookkeeping
- Payroll Processing
- Tax Filing
- Trust Account External Examination for Law Firms
Phone: 03 9532 7111
Email: support@zyca.com.au
Website: zyca.com.au
Janssen Accounting Pty Ltd
Janssen Accounting Pty Ltd is a CPA accounting practice based in Caulfield North. The firm provides accounting, tax and business support, with a team that includes accountants, business consultants, tax specialists, financing specialists and valuation specialists.
Its services cover both routine accounting work and broader business needs. Janssen Accounting offers bookkeeping, budgeting, business start-up support, cash flow forecasting, payroll services and strategic planning, together with specialist areas such as self-managed superannuation funds, trusts and business sales.
Services Offered:
- Bookkeeping / Accounting
- Budgeting
- Business Start-Up
- Cashflow Forecasting
- Payroll Services
- Strategic Planning
- Tax Services
- Self-Managed Superannuation Funds
- Superannuation
- Trusts
Phone: 03 9576 2679
Website: janssenaccounting.com.au
Guests Accounting
Guests Accounting is a Certified Practising Accountants firm based in Caulfield North, Melbourne. The practice has provided accounting and taxation support for more than 70 years and works with individuals, sole traders, professionals, local businesses, international businesses and manufacturers.
Its work covers tax, accounting, business advice and superannuation. Guests Accounting also provides support with areas such as business tax returns, annual reporting, ATO correspondence, cloud accounting and self-managed super funds.
Services Offered:
- Accounting & Tax Consultancy Services
- Personal & Business Tax Returns
- Annual Reporting
- Business and Tax Advisory
- ATO Correspondence Management
- Self-Managed Super
- Cloud Accounting
- Payroll Services
- Bookkeeping Services
- Tax Planning Strategies
Phone: +61 3 9509 7033
Email: contactus@guests.com.au
Website: guests.com.au
SR Perks Chartered Accountants & Business Advisors
SR Perks is a chartered accounting and business advisory firm with a Melbourne office in Caulfield North. The firm supports private individuals, businesses, trusts, partnerships, companies and entrepreneurs with tax, accounting and business matters. Its team draws on more than 35 years of combined experience across different business sectors.
Founders Rocky Thakkar and Souvik Paul developed the firm after working in chartered accounting practices and commercial organisations. SR Perks provides tax compliance alongside bookkeeping, payroll, business advisory, audit and superannuation services. The firm also offers outsourced CFO support for businesses that need help with financial reporting, compliance and finance functions.
Services Offered:
- Tax and Accounting
- Bookkeeping and Payroll
- Business Advisory
- Audit and Assurance
- Superannuation and SMSF
- Consulting CFO Services
- Tax Planning
- Financial Statement Preparation
- BAS Preparation and Lodgement
- Business Structuring
Phone: 03 9111 2422
Email: info@srperks.com.au
Website: srperks.com.au
DDPartners Taxation Services Pty Ltd
DDPartners Taxation Services Pty Ltd is an accounting and taxation practice based in Caulfield North, Victoria. The firm provides accounting support for personal and business needs and describes its approach as treating clients like members of the family.
Its listed services cover personal tax, tax planning, business consulting, bookkeeping and payroll processing. DDPartners also handles BAS preparation and lodgement, SMSF tax and accounts preparation, company formations and corporate secretarial work. The practice is a member of the Institute of Public Accountants and operates as a registered tax agent.
Services Offered:
- Accounting
- Personal Tax
- Tax Planning
- Business Consulting
- Bookkeeping Services
- Payroll Processing, including Payroll Tax
- BAS Preparation and Lodgement
- SMSF Tax and Accounts Preparation
- Company Formations
- Corporate Secretarial Services
Phone: 03 9530 0844
Email: mail@ddpartners.com.au
Website: ddpartners.com.au
Singer Ruben Partners
Singer Ruben Partners is a Caulfield accounting, tax and commercial advisory firm that works with individuals, families and businesses. The firm was formed in the 1980s by Barry Singer and Mervyn Ruben and continues to support long-term client relationships across personal and business matters.
Its services include financial statements, income tax compliance, business advisory, taxation consulting and CFO support. The team also assists with family office administration and company secretarial matters, including company registrations and changes to shareholdings and directors.
Services Offered:
- Financial Statements
- Income Tax Compliance
- Business Advisory
- General Taxation Consulting
- CFO Support
- Management Reporting
- Family Office Maintenance
- Company Secretarial Services
- SMSF Administration, Tax Advice and Planning
- Transaction Processing and Bookkeeping Assistance
Phone: (03) 9532 8771
Website: srpartners.com.au
Epic Tax
Epic Tax is a tax and accounting firm based in Caulfield North, Melbourne. The practice focuses on businesses that sell online and also works with Amazon FBA sellers, non-resident sellers, construction businesses, medical professionals, professional services firms, property investors, developers, self-employed clients and start-ups. It operates as a CPA and Chartered Accountant partnership and is also a registered tax agent and Xero Partner.
Its service range covers business setup, tax compliance and ongoing financial support. Epic Tax also assists clients with GST, bookkeeping, payroll, tax planning, business structures and ATO matters, with services available in English and Mandarin.
Services Offered:
- ABN & GST Application for Non-Resident and Foreign Businesses
- Business Structure Advice
- Company & Trust Setup
- ABN & GST Registration
- Bookkeeping
- BAS & GST Lodgement
- Business Tax Returns
- Individual Tax Returns
- Payroll
- Tax Planning
Phone: 0416 050 892
Email: admin@epictax.com.au
Website: epictax.com.au
Yoni Stein & Co
Yoni Stein & Co is a chartered accounting firm based in Caulfield, Victoria. Yoni Stein established the practice in 1986, and the firm now supports clients with accounting, taxation, business advice and related financial work. The practice is a member of Chartered Accountants Australia and New Zealand.
The team works across tax, business planning, professional practices and company administration. Its accountants also assist start-ups, provide bookkeeping support and help clients with grants, proposals and strategic business matters. Principal Yoni Stein brings more than 40 years of combined experience in accounting, corporate governance and banking.
Services Offered:
- Accounting
- Taxation
- Professional Practice Services
- Start-Up Services
- Bookkeeping
- Company Secretarial Services
- Strategic Business Advice
- Grants
- Proposals
Phone: 0402 276 125
Email: documents@yonistein.com.au
Website: yonistein.com.au
Diamond Singer Partners
Diamond Singer Partners is a boutique accountancy, taxation and business advisory firm based in Caulfield North. The practice has roots dating back to 1953, while the current Diamond Singer Partners structure was formed in 2007. Its directors bring decades of experience across accounting, taxation and business services.
The firm works with companies, partnerships, trusts, superannuation funds and individuals. Its listed work covers tax compliance, financial reporting, GST, superannuation, bookkeeping and business advisory, along with support for planning, structuring and company administration.
Services Offered:
- Income Tax Returns
- Tax Planning and Structuring
- Bookkeeping
- GST Services
- Financial Statements
- Management Reporting
- SMSF Administration
- Payroll Services
- Business Planning and Structuring
- Business Valuations
Phone: 03 9091 4999
Email: admin@diamondsinger.com.au
Website: diamondsinger.com.au
Tax Insights
Tax Insights is a Melbourne-based registered tax agent that provides online tax services to clients across Australia. The practice works with individuals, property investors, sole traders and small businesses, with appointments available by video, phone, email or WhatsApp.
Its tax work covers individual returns, rental property tax, sole trader tax, small business returns, BAS, capital gains tax and overdue lodgements. Tax Insights operates fully online and lodges returns directly with the ATO under Tax Practitioners Board registration number 09071006.
Services Offered:
- Individual Tax Returns
- Rental Property Tax
- Sole Trader Tax
- Small Business Tax Returns
- BAS Lodgement
- Capital Gains Tax
- Overdue Tax Returns
- GST Support
- Tax Return Amendments
- Tax Lodgement Support
Website: taxinsights.com.au
Focus Partners Australia
Focus Partners Australia provides accounting, taxation and financial services from its Melbourne office in Caulfield North. The firm works with individuals, families and businesses, with its accounting team handling financial records, reporting, tax obligations and ongoing compliance.
Business clients can use the firm for accounting and bookkeeping, while individuals can access personal tax compliance and advice. Focus Partners Australia also has dedicated services for strata organisations and self-managed superannuation funds, including SMSF establishment, administration and tax compliance.
Services Offered:
- Business Accounting
- Bookkeeping
- Personal Tax Compliance and Advice
- Tax Return Preparation and Lodgement
- Tax Planning
- Strata Management Services
- Self-Managed Superannuation
- SMSF Establishment and Ongoing Advice
- SMSF Tax Preparation and Compliance
- Financial Reporting
Phone: 02 9221 1155
Email: info@focuspa.com.au
Website: focuspa.com.au
Quinlan Consulting Team
Quinlan Consulting Team is a Melbourne business advisory firm with a foundation in management accounting and bookkeeping. CEO Tom Quinlan is a CPA with an MBA from Monash University and more than 20 years of experience. The business later expanded its accounting and bookkeeping operations into Sydney, Brisbane and Perth.
The team combines finance support with tax, people and performance, marketing, strategy and training services. Its finance and accounting division uses experienced CPAs and accounting degree holders, backed by BAS Agent registration. Quinlan Consulting Team also provides online support seven days a week for its accounting clients.
Services Offered:
- Finance and Accounting
- Bookkeeping
- Management Accounting
- Tax Accounting
- People and Performance
- Marketing Consulting
- Ongoing Strategic Support
- Training and Mentorship
- Xero Training
- MYOB Training
Phone: 0416 255 355
Email: tom@quinlanconsultingteam.com
Website: quinlanconsultingteam.com
Link Financial Services
Link Financial Services is a financial planning firm based in Caulfield North, Victoria. The business opened in 2003 and works with individual investors, businesses and accountants. Its team provides financial planning and strategic advice across investment, retirement, superannuation, insurance and lending matters.
The firm places a strong focus on self-managed superannuation funds and works alongside clients’ accountants, lawyers and other advisers. Link Financial Services also states that it manages more than $1 billion in funds under advice and holds Australian Financial Services Licence 239929.
Services Offered:
- Wealth Creation
- Retirement Income Planning
- Fixed Interest & Managed Investments
- Asset Protection
- Estate Planning Strategies
- Personal, Corporate & Self-Managed Superfund
- Risk Insurance Advice
- Credit Assistance
- Direct Shares
Phone: +61 (03) 9528 8688
Email: info@linkfs.com.au
Website: linkfs.com.au
42 Advisory
42 Advisory is a Melbourne accounting and business advisory firm based in Chadstone, with another office in Moorabbin. The practice is led by CPA-qualified professionals and operates as a Registered Tax Agent and ASIC Agent. It supports small businesses, medical practitioners, e-commerce operators, SaaS founders, property investors and other business owners across Victoria and Australia.
The firm provides fixed-fee accounting, tax and advisory services. Its work covers bookkeeping, tax returns, BAS and GST, payroll, forecasting and virtual CFO support. 42 Advisory also assists with business structures, company registration, trusts and SMSF setup.
Services Offered:
- Business Accounting
- Bookkeeping
- Tax Return Preparation
- BAS and GST Lodgement
- Payroll
- Tax Planning
- Financial Reporting
- 3-Way Forecasting and Cash Flow Planning
- Virtual CFO Services
- Business Valuation
Phone: (03) 9997 7081
Email: enquiry@42advisory.com.au
Website: 42advisory.com.au
Accolade Accounting
Accolade Accounting is an accounting firm with offices in Caulfield North, Melbourne and West Perth. Founder Neil Kagan works with small business owners on accounting, tax and business matters, while the firm also supports individual tax clients and self-managed super funds.
The practice combines bookkeeping, tax returns and BAS preparation with business support focused on cash flow and profitability. Accolade Accounting also offers virtual CFO services for small businesses that need financial guidance without employing a full-time internal accountant or CFO.
Services Offered:
- Bookkeeping
- Business Tax Returns
- Individual Tax Returns
- BAS Preparation and Submission
- SMSF Accounting
- SMSF Tax Returns
- Business Advice
- Business Structure Advice
- Virtual CFO
- Management Improvement Meetings
Phone: (03) 9524 3145
Email: questions@accoladeaccounting.com.au
Website: accoladeaccounting.com.au
Mort Schwartzbord & Associates
Mort Schwartzbord & Associates is a Certified Practising Accountants firm based in Caulfield South, Victoria. Sophia Stavropoulos Pty Ltd trades under the Mort Schwartzbord & Associates name, and the practice operates from Glen Huntly Road.
The firm is a CPA practice and also operates alongside related divisions that include ASE Secretarial Services, Eastern Business & Financial Advisers and Sophia Partners & Company. Mort Schwartzbord & Associates also provides registered tax agent services and works under the Tax Agent Services Act 2009.
Services Offered:
- Tax Agent Services
- Accounting Services
Phone: (03) 9572 1111
Website: msacpa.com.au