Outsourced Bookkeeping & Accounting for Australian and NZ Firms

A.Yes, our finance expert staffing services are compatible with various cloud-based accounting software, including Xero, QuickBooks, Sage, and NetSuite. Our team is trained to work with these platforms to ensure seamless integration and efficient financial management for your business.

A.If you decide to cancel your services, you can request an archive of your financial data to keep it safe. We will provide you with a secure copy of your data, which you can store for future reference. Please contact our support team to initiate the data archiving process.

A.To adjust user permissions and admin privileges, log in to your account and navigate to the 'User Management' section. From there, you can assign roles and set permissions for different users within your organization. This ensures that the right team members have access to the appropriate tools and information.

A.We understand the sensitive nature of accounting and tax information. Our approach is to keep data handling controlled and practical. Staff only receive access to the systems and information required for their role, using individual accounts and client-approved procedures. Confidentiality obligations are covered in our agreements, and we prefer that work is done directly within the client’s own systems wherever possible, so sensitive financial data remains in the client environment. We can also align with your internal security requirements, such as MFA, VPN, restricted permissions, and immediate access removal at the end of an assignment.

A.They are trained on the workflows Australian firms run day to day: BAS and IAS preparation, payroll and Single Touch Payroll pay runs, and the workpapers that support them, all inside your review process. Tax judgement, sign-off and lodgement stay with you or your registered agent. We provide supporting workpapers for every BAS, payroll run or management pack delivered.

A.Absolutely. Your dedicated pod is scheduled to match AEST or NZST business hours, joins daily standups, and remains available for client or partner calls. We also provide overlapping handover windows to keep communication seamless across time zones.

A.Pricing is based on the specific scope of work, the seniority of the talent required, and the chosen delivery model (Managed Finance Team or Dedicated Finance Professional). Instead of a flat rate, we provide indicative monthly ranges during our proposal phase to ensure full transparency. This approach allows us to tailor a solution that matches your budget and operational needs without hidden costs.

A.Absolutely! We offer customized financial reporting solutions tailored to meet your specific business needs. Our team of experts will work with you to develop detailed and accurate reports that provide valuable insights into your financial performance. Contact us to discuss your requirements.

A.We offer a comprehensive range of accounting and finance services, including bookkeeping, financial reporting, tax season preparation support, payroll processing, and financial analysis. Our expert staffing solutions are tailored to meet the unique needs of your business, ensuring you receive the best possible service.

A.Accounting firms can expand their service offerings without increasing overhead by leveraging our team as an extension of their practice. This allows firms to take on more clients during busy seasons, offer specialized services beyond their in-house capabilities, and increase profitability without the costs of full-time hiring. For CFOs, our team provides flexible resources to handle routine tasks, allowing your in-house team to focus on strategic initiatives, while ensuring business continuity during staff transitions or leaves. Our published rate card and the cost comparison on our Australia and New Zealand pages show what each role costs against an equivalent local hire.

A.We work inside your compliance framework rather than substituting our own judgement for it. Our team follows your procedures, documentation standards and review checkpoints, keeps every file traceable to source documents, and flags anything outside the agreed scope. Regulatory interpretation, sign-off and lodgement stay with you.

A.Our flexible staffing model is specifically designed to help accounting firms manage seasonal workload fluctuations without the fixed costs of permanent hires. During busy tax seasons, we can quickly deploy additional accountants who work to your tax season checklists: collating client data, completing reconciliations, preparing workpapers and chasing missing documents, with review and lodgement staying with your firm. You can scale your team up during peak periods and then adjust back during quieter months. This allows you to take on more clients and increase revenue without year-round salary commitments. Many of our accounting partners maintain a core offshore team year-round for routine tasks, then add preparation capacity during busy seasons, providing the perfect balance between consistency and flexibility.

A.Our finance experts are highly qualified professionals with extensive experience in accounting and finance. Many of our team members hold certifications such as CPA (Certified Public Accountant) and have worked with various industries, ensuring they bring a wealth of knowledge and expertise to your business.

A.We have a rigorous quality control process in place to ensure the highest standards of service. Our team undergoes continuous training and professional development to stay updated with the latest industry practices. Additionally, we conduct regular performance reviews and client feedback sessions to ensure we meet and exceed your expectations.

A.Our services are designed to support remote work and collaboration seamlessly. We use advanced communication and project management tools to ensure efficient collaboration between your team and our finance experts. This allows us to provide high-quality services regardless of location.

A.Our team is proficient in the major accounting and practice management platforms used by Australian and New Zealand firms. This includes Xero, QuickBooks, MYOB, Sage, Reckon, FreshBooks, and NetSuite for accounting. We're also experienced with specialized practice management software like APS, GreatSoft, CCH iFirm, Karbon, XPM, and WorkflowMax. For SMSF administration support, our team has worked in BGL, Class Super, and SimpleFund360. This versatility allows us to seamlessly integrate with your existing technology stack without requiring system changes.

A.We prioritize the confidentiality and privacy of your data. Our systems and processes are designed to protect your information with advanced security measures, including encryption and secure access controls. We also comply with international data protection regulations to ensure your data remains safe and confidential.

A.That is the outcome the model is designed for. The same people stay on your files and learn your clients, your file naming and your review preferences, and they work on AEST or NZST hours. Continuity is ours to keep, including if someone has to be replaced.

A.Coding, bank reconciliations, accounts payable and receivable run in your own Xero or MYOB file on AEST or NZST hours. Month-end close, general ledger review and the workpapers that follow are scoped into the engagement rather than squeezed in around it.

A.OFP's professionals work in your own systems, most often Xero, MYOB and QuickBooks Online. OFP has Xero Certified Advisors and QuickBooks ProAdvisors on staff, with experience in NetSuite, Sage and practice management tools such as Xero Practice Manager.

A.Define the pay cycles, the payroll system and who approves each run. OFP's payroll professionals then run the pay cycles in your system, including Single Touch Payroll in Australia and PAYE, KiwiSaver and Payday filing preparation in New Zealand. You approve each run and its submission.

A.Agree the approval rules, payment runs and collection steps first, then hand over the processing. OFP's bookkeepers enter and code bills, prepare payment runs for your approval, issue invoices, reconcile receipts and follow up overdue accounts in your own Xero or MYOB file. Payment approval stays with you.

A.Start with the sales channels, payment gateways and inventory system the books need to reconcile against. A dedicated OFP bookkeeper then codes transactions, reconciles payouts and fees to the bank, handles accounts payable and keeps month-end on schedule in your accounting software. The same person stays on your books, so the channel setup is learned once.

A.Freelance platforms give you candidates; you then screen, contract and manage them yourself. Through OFP, the bookkeeper is sourced, screened and employed by OFP against the role you define, works only for you, and is replaced by OFP if they leave. Payroll, HR and equipment stay with OFP.

A.Yes. Multi-entity work is recurring and structured, which suits a dedicated team: entity-level coding and reconciliations, intercompany entries and consistent month-end across the group. The team works inside each entity's file and your consolidation process.