Bookkeeping, Financial Reporting, Payroll, BAS Submission, Management Accounting Reporting, Lawyer Trust Accounting and related services for Perth and across Australia.
Bookkeeping
We can help you with transaction entry, tax compliance, invoicing, payroll, and other bookkeeping tasks.
Financial Reporting
Kalpana and Team will ensure that your books are clean and ready for your tax accountant to do their magic. I can go through your financial reports before you see your tax accountant, so that you are not bamboozled by financial terms that they come up with.
Payroll
Kalpana and Team has experience in Single Touch Payroll, The Superannuation Clearing House, ensuring wages are compliant with the relevant awards and that payroll is correctly recorded in the books.
BAS Submission
As a BAS agent, Kalpana and Team knows what needs to be done and when by. We will ensure that your submissions are lodged correctly and on time, and take the hassle out of it for you.
Management Accounting Reporting
Kalpana and Team empower you to make the right decisions by helping you understand your business’s numbers, and how to make the best use of this knowledge.
Lawyer Trust Accounting
For our lawyer clients, Trust Accounts are very heavily regulated to ensure accurate recording of client’s monies. We have worked with lawyers using Leap for over 5 years and Kalpana is a Leap Certified Bookkeeper.
ABOUT ME
I’m Kalpana Shah, an Accountant (Bachelor of Commerce in Accounting from Curtin University) with a keen interest in Business Law. I have worked as a tax accountant for over 7 years.
Financial Reporting
We will ensure that your books are clean and ready for your tax accountant to do their magic. We can go through your financial reports before you see your tax accountant, so that you are not bamboozled by financial terms that they come up with.
We believe in working closely with your tax accountant, so that queries can be dealt with quickly and with minimal impact to you, my client, so that you can work on what you like most, your business!
Payroll
With the increasing amount of compliance needed to meet government requirements, payroll is getting more complicated and it’s easy to accidently fall short of the necessary standards.
Kalpana and Team has experience in Single Touch Payroll, The Superannuation Clearing House, ensuring wages are compliant with the relevant awards and that payroll is correctly recorded in the books.
BAS Submission
Most business owners hate BAS time! As a BAS agent, Kalpana know what needs to be done and when by. We will ensure that your submissions are lodged correctly and on time, and take the hassle out of it for you.
Management Accounting Reporting
It’s also important to know what you should be doing to nurture your business’s growth. We empower you to make the right decisions by helping you understand your business’s numbers, and how to make the best use of this knowledge.
Your accounts tell a story, and from that story, we can ensure that we are moving the business along in the same direction as your plans.
We can create cashflow forecasts to help determine any future issues before they arise so that action can be taken now, rather than being hit by a nasty surprise in the future.
We can analyse the accounts to see where we can reduce costs and increase revenue.
We can produce ad-hoc reports at your requests.
Trust Account Management
For our lawyer clients, Trust Accounts are very heavily regulated to ensure accurate recording of client’s monies. We have worked with lawyers using Leap for over 5 years and am a Leap Certified Bookkeeper. We understand the rules and regulations around Trust Accounts and ensure that deadlines are adhered to.
About me
I am an Accountant (Bachelor of Commerce in Accounting from Curtin University) with a keen interest in Business Law. I have worked as a tax accountant for over 7 years, gaining extensive experience in managing the financial aspects of small businesses, including sole traders, partnerships, trusts, and companies. My experience ranges from maintaining general ledgers and payroll to preparing and lodging tax returns for various entities.
I started my journey into the professional world by owning various businesses, ranging from childcare centers to an IGA supermarket, between 2000 and 2014. This experience helps me understand the everyday pressures faced by small business owners and the importance of staying organized and maintaining monthly financial reports to ensure business success. I took a break from working (sold my business) when my two children were born and, once I was ready to work again, decided to work as an accountant. As a seasoned business owner and financial professional, I can offer valuable insights into managing small businesses effectively. I understand the importance of staying on top of financial records and recommend regular monitoring through monthly reports to maintain financial health and avoid cash flow issues. My hands-on experience allows me to provide practical advice tailored to the unique challenges faced by small business owners.
A bit about my family background – I was born in Kenya and immigrated to Australia with my family in 1992, where I completed high school and university education. My husband, Bhaveek Savadia, is a CPA qualified Finance Director and we have two children. Outside of my professional pursuits, I enjoy traveling, reading, and spending quality time with my family.