Who We Help
| SBA supports accounting practices that need additional capacity during peak periods, ongoing offshore processing support, bookkeeping assistance, BAS / IAS preparation support, workpaper preparation and draft tax return support for Tax Agent review. | SBA supports businesses that need reliable day-to-day bookkeeping, BAS support, financial reporting, data processing and administration so business owners and managers can focus on customers, operations and growth. |
Services at a Glance
| End-to-End Bookkeeping | Businesses and Accounting Firms | Bank reconciliations, AP/AR, payroll support, general ledger maintenance, month-end close and management reports. | Can be delivered as direct business support or white-label / back-office support for firms. |
| BAS and IAS Preparation Support | Businesses and Accounting Firms | GST coding checks, reconciliations, BAS working papers, IAS support and discrepancy identification. | Provided within SBA's BAS Agent capability and/or for accountant review. |
| Tax Return Preparation Support | Accounting Firms Only | Draft individual, company, trust and partnership return support, workpapers and reconciliations. | SBA is not a Tax Agent. Work is for review, approval and lodgement by registered Tax Agents. |
| Data Entry and Processing | Businesses and Accounting Firms | Invoice coding, system updates, PDF/Excel conversion, data clean-up and migration support. | Useful for high-volume processing and backlog reduction. |
| Workflow and Practice Management | Accounting Firms and Finance Teams | Job setup, task tracking, checklist-based processing and client document collection. | Helps standardise recurring finance and compliance workflows. |
| Financial Reporting and Business Insights | Businesses and Accounting Firms | P&L, Balance Sheet, cash flow reports, variance analysis, budgets and KPI dashboards. | Reporting templates can be aligned to firm or business requirements. |
| Marketing and Administrative Support | Businesses and Accounting Firms | Client communications, newsletters, social media, marketing collateral and video editing. | Useful for client engagement, EOFY campaigns and regular communication. |
With over 14 years of experience working with Australian law firms, SBA understands the unique financial requirements of legal practices. Our team is well-versed in trust accounting compliance, matter-based invoicing, and legal billing cycles.
We work with leading legal practice management software such as LEAP, Actionstep, and Smokeball, as well as Xero and MYOB for financial reporting. Our services include:
- Trust account reconciliations
- Matter-based billing and invoicing
- Payroll and superannuation processing
- Monthly financial reporting
- Audit preparation support
Our support team operates with high levels of confidentiality and in compliance with legal ethics and accounting standards.
End-to-End Bookkeeping
SBA provides practical bookkeeping support that keeps financial records accurate, up to date and ready for review. For SMEs, this means dependable day-to-day finance support. For accounting firms, this can be delivered as back-office support for client files.
- Bank and credit card reconciliations
- Accounts payable and accounts receivable processing
- Invoice processing, coding and follow-up
- Payroll processing support and superannuation tracking
- General ledger maintenance and journal entry support
- Month-end and year-end close assistance
- Preparation of management reports including Profit & Loss, Balance Sheet and Cash Flow reports
- Support across Xero, MYOB, QuickBooks and similar cloud accounting platforms
BAS and IAS Preparation Support
As a registered BAS Agent, SBA can assist with BAS and IAS preparation support. We help organise the data, review GST coding, prepare working papers and identify items that need clarification before lodgement.
- GST coding review and reconciliation
- BAS data preparation and supporting schedules
- IAS preparation support where required
- Payroll and PAYG withholding-related support
- Identification of inconsistencies, missing documentation and potential adjustments
- Review-ready BAS summaries for business owners, accountants or internal finance teams
3. Tax Return Preparation Support
For accounting firms only
SBA can assist accounting firms with draft tax return preparation and supporting workpapers. This service is designed to help accounting practices manage workflow and turnaround times, particularly during busy compliance periods.
- Draft individual tax return preparation support
- Draft company, trust and partnership return support
- Workpaper preparation and reconciliation of accounting records to return schedules
- Collation and organisation of source documents
- Preparation of supporting schedules for accountant review
- ATO compliance documentation support where instructed
Compliance note: SBA does not provide tax agent services and does not lodge tax returns. All tax return preparation support is prepared as draft work for review, approval and lodgement by a registered Tax Agent.
4. Data Entry and Processing
For businesses and accounting firms
SBA can take on high-volume, repetitive and time-consuming processing work so internal teams can focus on review, advisory work, client relationships and decision-making.
- Data entry into accounting, CRM and business systems
- Invoice processing and coding
- Conversion of financial information from PDF, Excel or scanned formats into structured formats
- Data clean-up and migration support
- Backlog processing and overflow support during peak periods
5. Workflow and Practice Management Support
For accounting firms and businesses with internal finance teams
Clear workflows reduce mistakes and improve turnaround times. SBA can help set up and run checklist-driven processes across accounting, finance and administration.
- Job creation and task allocation in practice management systems
- Client onboarding and document request support
- Checklist-based processing for recurring monthly, quarterly and annual tasks
- Follow-up for missing documents and information
- Process documentation and standard operating procedure support
6. Financial Reporting and Business Insights
For businesses and accounting firms
SBA can prepare regular reporting packs and supporting schedules that help business owners, finance teams and accountants understand performance and spot issues earlier.
- Periodic financial reporting packs
- Profit & Loss, Balance Sheet and Cash Flow reporting
- Variance analysis and supporting schedules
- Budgeting and forecasting template support
- KPI tracking and dashboard preparation
- Custom reporting based on business or firm requirements
7. Marketing and Administrative Support
For businesses and accounting firms
Beyond finance and accounting support, SBA can assist with practical business support tasks that help firms and SMEs communicate with clients and maintain a professional market presence.
- Client newsletters and EOFY / compliance update campaigns
- Social media content creation and scheduling
- Marketing collateral and presentation design
- Video editing and digital campaign support
- General administrative support and document preparation
Why Work With SBA
- Flexible support for accounting firms, finance teams and growing SMEs
- Dual-shore delivery model combining Melbourne-based coordination with skilled India-based delivery capacity
- Process-driven work using checklists, templates and agreed workflows
- Ability to support seasonal spikes, backlogs and ongoing recurring work
- Experience supporting Australian and New Zealand professional services firms and businesses
- Practical business support beyond accounting, including administration, reporting and marketing assistance
Featured Insights
Contact Us
Get in touch to explore how SBA’s outsourcing solutions can complement your in-house team and expand your client service delivery options through flexible resourcing.
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+61 3 9863 8122
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Ground Floor, 80 Dorcas Street; Southbank, Victoria 3006
