CharterNet

Accountant · Suite 2003, 109 Pitt Street, SYDNEY, NSW

  • Xero Migration

    Specialist

    Xero Migration
  • Single Touch Payroll

    Specialist

    Single Touch Payroll
  • Platinum champion partner

    Partner status

    Platinum champion partner
  • Partner since 2012

    Experience

    Partner since 2012
  • Xero payroll certified

    Certification

    Xero payroll certified
  • Xero advisor certified

    Certification

    Xero advisor certified

About us

CharterNet provides market-leading Virtual CFO, government grant (R&D Tax Incentive and Export Market Development Grant) and tax advisory services to dynamic SMEs from start-ups to $50m revenue. We partner with our clients and become a critical member of your team — not just another add-on service. Big firm expertise. Boutique feel.

Affiliations

  • Chartered Accountants of Australia & New Zealand

Meet the team

CharterNet advisors: 26 - Xero certifications: 22

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Katie Lim

Senior Manager, Tax & Advisory

Profile image for Katie Lim
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

Sydney | SMSF | Start-ups | Fintech | CA | MIS

CharterNet: Bank experience

Clients of CharterNet connect to a range of banks via Xero. CharterNet specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections


  • ANZ (AU)
  • ANZ (AU) Legacy Credit Cards
  • ANZ (NZ)
  • Airwallex
  • American Express (AU)
  • Bank Australia (AU)
  • Bank of Queensland BOQ (AU)
  • BankWest (AU)
  • Bendigo Bank (AU)
  • Brex (US)
  • Citibank (AU)
  • Commonwealth Bank CBA (AU)
  • ING Direct (AU)
  • Latitude Financial Services
  • Macquarie (AU)
  • National Australia Bank NAB (AU)
  • PayPal
  • Paytron (AU)
  • Silicon Valley Bank (US)
  • St George Bank (AU)
  • Stripe
  • Suncorp (AU)
  • Weel
  • Westpac (AU)
  • Westpac (Australia) - Credit Card
  • Wise Business

CharterNet: Industry experience

CharterNet works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served


  • Accommodation and hospitality
  • Administration and support services
  • Arts and recreation
  • Construction and trades
  • E-commerce
  • Finance and insurance
  • Healthcare and social services
  • Manufacturing
  • Marketing, advertising and consulting
  • Media and communications
  • Not-for-profit
  • Professional services
  • Real estate and hiring services
  • Repairs and personal services
  • Retail
  • Wholesale
  • Education
  • Agriculture
  • Transportation and storage

CharterNet : App experience

CharterNet serves clients who use 19 different apps that connect and integrate with Xero.


Find us

CharterNet has an office in 1 location

SYDNEY

Suite 2003, 109 Pitt Street, SYDNEY, 2000, NSW

+61 289991199

New to Xero? CharterNet can help

Xero is beautiful online accounting software for smaller businesses. CharterNet can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • 3 Years Xerocon Attendance ?
    The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
  • Partner since 2012
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.