Katie Lim
Senior Manager, Tax & Advisory
Specialist
Xero Migration
Specialist
Single Touch Payroll
Partner status
Platinum champion partner
Experience
Partner since 2012
Certification
Xero advisor certified
Certification
Xero payroll certified
About us
InCorp Advisory 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
InCorp Advisory advisors: 130 - Xero certifications: 29
To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.
InCorp Advisory: Bank experience
Clients of InCorp Advisory connect to a range of banks via Xero. InCorp Advisory 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)
- Airwallex
- American Express (AU)
- Bank Australia (AU)
- Bank of Queensland BOQ (AU)
- BankWest (AU)
- Bendigo Bank (AU)
- Brex (US)
- Chase Bank (US)
- Citibank (AU)
- Commonwealth Bank CBA (AU)
- ING Direct (AU)
- Macquarie (AU)
- National Australia Bank NAB (AU)
- OFX Business AU
- PayPal
- Silicon Valley Bank - SVB Online Banking
- St George Bank (AU)
- Stripe
- Suncorp Bank (AU)
- Weel
- Westpac (AU)
- Westpac (AU) - Credit Card
- Wise Business
InCorp Advisory: Industry experience
InCorp Advisory 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
InCorp Advisory : App experience
InCorp Advisory serves clients who use 34 different apps that connect and integrate with Xero.
Connected apps
Find us
InCorp Advisory has an office in 1 location
- Sydney
6 O'Connell Street, Sydney, 2000, New South Wales
New to Xero? InCorp Advisory can help
Xero is beautiful online accounting software for smaller businesses. InCorp Advisory can help make your switch as smooth as possible.
Contact them to find out how they can help your business.
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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.
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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.