Tax Season Support for Australian and New Zealand Accounting Firms

A.We don’t offer one-size-fits-all outsourcing. Most firms work with us as a Managed Finance Team: a senior accountant is your single contact and the agreed work is delivered by the team behind them. Firms with their own finance leadership can instead direct a Dedicated Finance Professional themselves.

A.Yes. Firms with their own finance leadership often start with a Dedicated Finance Professional they direct themselves, then move to a Managed Finance Team as volume and complexity grow. Recruitment, payroll, HR, compliance, equipment and replacement are handled by OFP in both.

A.Pricing depends on the engagement model, scope, and seniority. Clear monthly pricing is shared in a tailored proposal.

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.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 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.Absolutely. Our finance professionals are proficient in all major accounting platforms including QuickBooks, Xero, MYOB, Sage, and FreshBooks. We've successfully integrated with specialized industry software like APS, GreatSoft, and CCH. For Australian and New Zealand practices, we work inside your practice management and compliance workflows under your review. Our team regularly adapts to client-specific workflows and can quickly learn proprietary systems, ensuring a seamless extension of your practice with minimal disruption to your existing processes.

A.Quality control is built into every aspect of our service delivery. Each team member is assigned to specific clients and supervised by senior accountants with relevant experience in your field. We implement a multi-tier review process where all work is checked before delivery. Our team works within your existing quality control frameworks and documentation standards. Many of our partners integrate our team members into their existing QA processes through shared documentation platforms, regular video conferences, and collaborative review procedures. We also provide detailed activity logs and productivity metrics to maintain full transparency of all work performed.

A.The preparation layer. Our accountants collate and sort client data, match it to source documents, complete bank, GST and BAS reconciliations, prepare workpapers and supporting schedules, chase missing documents with your clients and stage each file complete for your reviewer. Review, judgement and lodgement stay with your firm, and work that requires a registered BAS or tax agent stays there too. Partners use this to keep their senior staff on review, advisory and client conversations through the peak.

A.We implement robust cash flow management systems specifically designed for accounting practices and finance departments, addressing the unique challenges of work-in-progress, accounts receivable aging, and expense management. For accounting firms, we streamline WIP tracking, improve billing efficiency, and implement collection processes that help partners reduce DSO. For CFOs, we create customized financial dashboards with real-time KPIs, automated variance analysis, and scenario planning tools that facilitate better decision-making. Our reporting packages include comprehensive financial statements, cash flow forecasts, budget-to-actual comparisons, and industry benchmarking to provide actionable insights for strategic planning.

A.CFOs gain significant advantages by extending their finance teams through our services. You'll reduce fixed costs by converting them to variable expenses that scale with your needs. Our team handles time-intensive processes like AP/AR management, month-end closing, and financial reporting, freeing your in-house team to focus on strategic initiatives. We provide specialized expertise in areas like data analytics, systems integration, and process optimization without the recruitment costs. During peak periods, your extended team provides surge capacity without overtime costs, while maintaining business continuity during staff transitions or leaves. Many CFOs report improved work-life balance and greater ability to focus on strategic initiatives after implementing our team extension model.

A.You agree the work with one senior accountant, and the team behind them delivers it. If someone is away, your senior accountant reassigns the work within the team rather than handing you the problem. The engagement does not depend on a single person.

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.