Finding the right accountant can make a world of difference to your business or personal finances — especially in a growing region like the Yarra Valley. From small family-run practices to full-service advisory firms, the area is home to a wide range of trusted professionals who can help with everything from tax returns and bookkeeping to business planning and long-term growth strategies.
Bookkept
Bookkept is a modern Melbourne-based accounting and bookkeeping firm that supports small and medium-sized businesses across Australia. They emphasise cloud-based solutions (such as Xero, MYOB and other digital platforms) to help streamline financial operations, reduce manual workload, and provide greater business clarity. The firm positions itself not just as a compliance service provider but as a business partner, helping clients manage cash flow, handle tax obligations, and scale strategically with advisory support.
With an emphasis on tailored monthly packages rather than “one-size-fits-all” pricing, Bookkept shares real client examples of different service tiers (e.g., contractor, café owner, established business) so clients know upfront what to expect.
Services offered:
- Bookkeeping & BAS lodgement (regular financial reporting, GST/PAYG compliance)
- Accounting & tax services (business and individual tax planning, compliance)
- Payroll services (including processing, superannuation, STP)
- Accounts management (invoicing, bills, purchases, cash flow tracking)
- Business advisory & virtual CFO-style support (strategic planning, growth advice, cloud setup)
- Cloud accounting software setup and training (for Xero, MYOB, etc)
Phone: (03) 8568 3606
Email:[email protected]
Website: https://www.bookkept.com.au/
EWM Accountants & Business Advisors Melbourne
EWM Accountants & Business Advisors present themselves as a full-service accounting and advisory firm based in Oakleigh, Victoria. They emphasise tailored service—rather than a one-size-fits‐all approach—offering flexibility to meet the individual needs of clients (for example, obtaining files via Dropbox, traditional mail, or other methods). The website highlights their strengths in delivering timely, relevant financial information, managing tax matters with ease, and supporting business growth through strategic advisory services.
They position themselves not only as accountants but also as business partners who assist with a range of compliance, advisory, and strategic growth-oriented tasks. Their client testimonials emphasise long-term relationships, proactive advice, and personal service.
Services offered:
- Accounting (regular financial reporting, management accounting)
- Taxation (individual, business tax planning and compliance)
- Bookkeeping (full range of bookkeeping services to free up client time)
- SMSF (Self-Managed Super Fund) accounting, taxation and audit services
- ATO audit help & assistance (support through Australian Taxation Office audits)
- Business finance and insurance (help sourcing finance and insurance solutions)
- Business review & planning (buying/selling businesses, reviews, strategic planning)
- Additional services such as payroll, virtual CFO, and software/add‐ons integration (mentioned amongst their wider service list)
Phone: 03 9568 544
Email: [email protected]
Website: https://www.ewmaccountants.com.au/
Tax Window Business Accountants Melbourne
Tax Window is a leading tax advisory organisation headquartered in Melbourne. They are wholly dedicated to helping people and companies achieve the financial objectives they have set for themselves. This group of seasoned tax professionals provides a range of accounting and tax services, each tailored to the specific needs of its customers.
They emphasise learning about each client’s unique situation to answer any questions that may arise. Tax Window promises careful management of all client tax matters by assigning senior accountants to each of their customers. Their method is transparent; they provide direct, customised service rather than relying on middlemen or junior accountants.
Services Offered:
- Small Business Accounting
- Tax Agent Services
- Business Advisory
- SMSF (Self-Managed Super Fund) Advice
- Investment Planning
- Property Consultation
- Specialised services for various industries, including tradies, startups, builders, medical practitioners, restaurants, plumbers, cafes, bars, and franchises.
Phone: 040 111 7311
Email: [email protected]
Website: https://taxwindow.com.au/
Dalcorp Accounting Services
Dalcorp Accounting Services is a locally based accounting firm in Yarra Junction, providing personalised business and personal tax solutions. They focus on understanding each client’s financial position and goals, offering proactive advice rather than just annual compliance services.
They work with small businesses, property investors, SMSF trustees and individuals who want expert support with tax, bookkeeping and ongoing financial planning. Clients can also access cloud-based accounting solutions and year-round advisory support.
Services Offered
- Business accounting & advisory
- Personal taxation & planning
- Bookkeeping
- Cloud accounting setups & support
- SMSF compliance & administration
Phone: (03) 5967 1312
Email: [email protected]
Website: https://dalcorpas.com.au/
Yarra Ranges Bookkeeping
The business specialises in bookkeeping services tailored for tradespeople and other small-business owners in the Yarra Valley region. They emphasise taking the burden of financial administration—such as GST, BAS, payroll and reconciliations—off the client’s hands so business owners can focus on their core work.
They offer flexible support either on-site or remotely, servicing sole traders, sub-contractors and small to medium-sized businesses. Their approach is built around ensuring clients remain compliant with the Australian Taxation Office (ATO) and providing peace of mind through accurate bookkeeping and timely reports.
Services offered
- Bookkeeping: invoicing, accounts payable & receivable, bank reconciliations, data entry.
- Payroll: weekly/fortnightly/monthly payrolls, timesheet/leave management, superannuation, WorkCover.
- Tax & compliance support: BAS/GST lodgement, PAYG withholding, payroll tax, Taxable Payments Annual Report (TPAR).
- Financial information & support: monthly/quarterly/annual financial reports, training for MYOB/Xero, liaison with accountants and ATO.
Phone: 0408 226 001
Website: https://yarrarangesbookkeeping.com.au/
Yarra Valley Bookkeeping Services
The business offers tailored bookkeeping solutions for sole traders and small to medium-sized enterprises in the Yarra Valley region, helping business owners avoid the burden of maintaining up-to-date financial records. They emphasise offering peace of mind, ensuring compliance with the Australian Taxation Office (ATO) and allowing clients to focus on growing their business rather than getting bogged down in bookkeeping.
Their approach includes both on-site and remote services, and they highlight the use of a range of software platforms (such as Xero, MYOB, QuickBooks, Reckon) to suit the client’s preferences.
Services offered
- On-site and off-site bookkeeping: initial setup, data entry, bank reconciliations, accounts payable/receivable, financial reporting, cash flow and budget support.
- Compliance services: BAS lodgments, IAS/PAYG lodgments, and TPAR reporting for industries such as building & construction, cleaning, and courier services.
- Payroll services: payroll runs (weekly/fortnightly/monthly), employee records, superannuation calculations, WorkCover, payroll tax, Single Touch Payroll.
- Additional support: administrative assistance, liaison with the accountant and the ATO, software training, and monthly reviews.
Phone: 0410 623 162
Email: [email protected]
Website: https://www.yvbookkeeping.com.au/
Shen & Co Tax and Accounting
Shen & Co is a full-service accounting and business advisory firm based in South Yarra, Melbourne, serving small- to medium-sized businesses and individuals. They emphasise high-quality and trustworthy tax and accounting support, offering guidance and technical expertise beyond the basics of compliance – the firm positions itself as a strategic partner in clients’ financial growth.
Their approach combines timely lodgements and bookkeeping with deeper advisory services — including business structure review, tax-planning and financial analysis — so clients get both operational support and strategic insight.
Services offered
- Tax returns & BAS / GST reporting
- Tax planning & minimisation strategies
- Self-Managed Super Fund (SMSF) services
- Financial reporting & analysis for businesses
- Business structure advisory (choosing company/trust/partnership, etc)
- Bookkeeping & accounting services
Phone: (03) 9823 6233
Email: [email protected]
Website: https://www.shencotax.com.au/
Rubiix
Rubiix positions itself as a forward-thinking, full-service accounting firm in Melbourne that goes beyond traditional number-crunching. They emphasise a “partnered approach” to business accounting, where they work closely with clients to understand where a business is now and where it wants to go — using their “Business Metamorphosis®” model and the “Rubiix Care Factor” (which emphasises expertise, responsiveness and genuine care). They also highlight their status as Chartered Accountants (directors qualified via Chartered Accountants Australia & New Zealand) and their ability to handle complex tax and compliance issues for businesses of varying sizes.
Their service outlook emphasises not only compliance (tax returns, lodgements) but also strategic growth: ensuring a business has reliable management information, identifying inefficiencies, and supporting transitions such as succession planning.
Services offered:
- Business & company tax returns, including trusts and self-managed superannuation funds (SMSFs)
- Accounting & tax compliance (GST, BAS/IAS, FBT, PAYG withholding)
- Cash flow, budgeting, business planning and management accounting to provide clearer decision-making support
- Risk management and asset protection (financial risk, business structure, succession planning)
- Corporate services (company secretarial / Australian Securities & Investments Commission (ASIC) compliance)
- Business strategy, coaching and advisory support to help businesses grow and evolve
Phone: +61 3 9603 0066
Email: [email protected]
Website: https://rubiix.com.au/
CLY Tax Accountants & Bookkeepers
CLY Tax Accountants & Bookkeepers describe themselves as a full-service firm of professional tax agents, accountants, bookkeepers and auditors, providing expertise across a broad spectrum of clients—from individual tax returns to trusts, partnerships, companies and SMSFs.They emphasise that their team includes highly-qualified individuals (with postgraduate degrees and industry certifications such as CPA Australia) and that they are experienced in assisting businesses in Melbourne’s eastern and surrounding suburbs.
The firm highlights its understanding of the everyday challenges faced by small business owners—such as keeping up with changing tax laws, ensuring accurate bookkeeping, and managing audits—and positions itself as a partner who can help businesses gain clarity and confidence in their financial and compliance matters.
Services offered:
- Tax preparation and planning for individuals, companies, trusts and SMSFs.
- Accounting services including business structure advice, compliance and reporting.
- Bookkeeping services: ongoing bookkeeping, bookkeeping health checks and support for small business clients.
- Audit services for appropriate client entities (companies, trusts, etc) managed by qualified auditors.
- Business advisory: helping small-to-medium enterprises manage complexity, stay compliant and use insights to support growth.
Phone: (03) 8719 6912
Email: [email protected]
Website: https://www.clytaxaccountants.com.au/
Arcworth Accounting & Advisory
Arcworth Accounting & Advisory is an accounting firm located in Ringwood, Victoria, which emphasises both compliance and advisory services. They focus on supporting businesses and individuals with accounting, tax, audit and advisory needs, offering a platform for proactive financial management rather than mere year-end filing. According to directory listings, they operate from Level 2/179 Maroondah Highway, Ringwood, VIC. They are registered under the business name “Arcworth” (effective from April 2023), with ABN/ACN records showing the company’s name change and updated location details.
The firm seeks to work with clients who are looking for more than just bookkeeping or tax returns — helping with structure, growth, audit readiness, and ongoing business advisory. While full-service lists are limited in public directories, their placement suggests a full-service accounting and advisory role for small and medium-sized businesses.
Services offered:
- Taxation services (for individuals, businesses, companies, trusts)
- Accounting & bookkeeping (regular financial records, business structure advice)
- Audit & assurance services (for applicable business entities)
- Business advisory and strategic planning (growth focus, financial management support)
- Compliance services (BAS, GST, PAYG, ASIC/company secretarial)
Phone: (03) 9212 0243
Email: [email protected]
Website: https://arcworth.com.au/
Plenty Valley Taxation
Plenty Valley Taxation is a well-established accounting and tax firm located in Eltham, Victoria, serving individuals, sole traders, partnerships and companies. They emphasise personalised service — leveraging over 40 years of experience (following a merger with R. V. Hoobin Pty Ltd) to deliver efficient, cost-effective solutions tailored to each client’s specific needs.Their website conveys a friendly, approachable tone and highlights that they are “big enough to have all the experience and knowledge, but small enough to give you personal attention.”
The firm positions itself beyond just filing tax returns — it offers advisory and strategic support to help clients structure their affairs, grow their businesses, and ensure compliance in a changing regulatory environment. They emphasise practical, value-driven service for both individuals and businesses.
Services offered:
- Tax preparation and planning for individuals, companies, trusts, and partnerships.
- Bookkeeping and accounting support (ongoing record-keeping, reporting, BAS/GST compliance).
- Business advisory and consulting (business structure, growth strategy, buying/selling businesses, internal audits).
- Self-Managed Superannuation Fund (SMSF) services and trust entity support.
Phone: 03 9431 5309.
Email: [email protected]
Website: https://www.pvtax.com.au/
JHL Accounting
JHL Accounting is a Melbourne-based accounting firm specialising in small to medium-sized businesses and individuals. Their approach emphasises not just compliance but helping clients understand and manage their affairs—powered by their founder, Caroline Walsh, whose over 20 years of experience (including starting her career at Ernst & Young) is highlighted on the site. They promote modern, cloud-based and virtual meeting solutions (via Skype, FaceTime, WhatsApp) so that distance doesn’t limit support.
JHL Accounting emphasises delivering clear, plain-English advice alongside technical expertise—whether for taxation, business structuring or cloud accounting systems. JHL Accounting emphasises delivering clear, plain-English advice alongside technical expertise—whether for taxation, business structuring or cloud accounting systems.
Services offered:
- Business & personal taxation: for individuals, companies, and trusts – planning and compliance.
- Small business structuring & planning: helping business owners organise structurally for growth.
- Cloud & virtual accounting solutions: advising on the best software, migrating systems, and going digital management.
- Financial & management accounting: preparation of balance sheets, profit & loss, budgets, cash-flow reports; tailored reports explained in plain English.
- Virtual or in-house CFO services: strategic support, management accounting.
- Self-Managed Superannuation Fund (SMSF) services.
- Corporate secretarial services.
- Bookkeeping: comprehensive bookkeeping services, including data entry, payroll, and integration with taxation lodgements.
Phone: 03 9778 3245.
Email: [email protected]
Website: https://www.jhlaccounting.com.au/
Clarity Taxation and Business Services
Clarity Taxation and Business Services is a friendly accounting firm based in Belgrave, VIC, offering straightforward and personalised tax and business advice. They focus on making accounting simple, clear, and stress-free for individuals and small businesses, helping clients understand their finances in plain English.
They pride themselves on building long-term relationships and providing professional yet approachable support across tax, bookkeeping, and business advisory services.
Services offered:
- Individual & business tax returns
- BAS, GST & bookkeeping services
- Tax planning & business structuring
- Cash-flow management & small business advice
- SMSF accounting & compliance
Phone: (03) 9726 4650
Email: [email protected]
Website: https://claritytaxation.com.au/
BookSmart Accountants
BookSmart Accountants, based in Melbourne (with locations in Cranbourne and Lyndhurst), position themselves as small-business-friendly accountants who understand the pressures of running a business. Their founder draws on personal business experience and uses that perspective to guide clients not just in compliance but also in growth and structure. They emphasise that accounting is made easy — beyond tax and BAS lodgements, they help clients understand their numbers and make informed decisions.
Their differentiator is convenience and personalised service: they offer after-hours appointments, visit clients on-site across Melbourne, and tailor fixed-fee bookkeeping packages.
Services offered:
- Individual tax returns and tax planning for individuals.
- Business tax, company/trust compliance and tax-minimisation strategies.
- Bookkeeping services with fixed-fee packages tailored to client needs.
- Cloud accounting solutions: shifting to cloud-based accounting, software support.
- Business structure advice – helping set up entities and manage structure for asset protection.
- BAS, GST, business advisory for small businesses, including cash-flow, budget forecasting.
Phone: 1300 300 106
Email: mailto:[email protected]
Website: https://booksmartaccountants.com.au/
The Field Group
The Field Group is a long-established accounting and advisory firm based in Chirnside Park, Victoria. Founded in the 1950s, the firm focuses on building strong client relationships and providing practical accounting, tax, and business advice to individuals and small- to medium-sized businesses.
They aim to simplify financial management while supporting clients’ growth through proactive, personalised service across tax, business, and superannuation.
Services offered:
- Business accounting & advisory
- Tax returns & planning
- Self-Managed Super Funds (SMSF)
- Audit & assurance
- Business structuring & compliance
Phone: (03) 9727 6700
Email: [email protected]
Website: https://www.fieldgroup.com.au/
