Perks

Accountant · 81 Flinders Street, Adelaide, South Australia

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About us

At Perks, we believe in a world where people and private businesses can grow and prosper.

Our Team is experienced, engaged and motivated to make a positive difference in the world around them. No matter your individual needs or business aspirations, you can have the confidence that your hand-picked Perks team is focused on growing and protecting your legacy. We specialise in providing advice to privately owned businesses and their owners through sophisticated business services such as business advisory, accounting, audit, finance, cloud solutions, HR and recruitment. Within the one firm, Perks offers a complete range of professional advice for businesses and their owners. It’s about greater results through continuity of advice.

Affiliations

Chartered Accountants of Australia & New Zealand
CPA Australia
Financial Planning Association
The Tax Institute
Leading Edge Alliance

Meet the team

Perks advisors: 200 - Xero certifications: 41

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

Tom Paine

Director

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
5 years Xerocon attendance

Tom advises on all areas of accounting & business advisory, forecasting, asset protection & business structures. His specialisations include Hospitality, Sports & Primary Production.

Sam Wagner

Director

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Sam works closely with clients in Medical, Pharmacy & Hospitality on all areas of tax, accounting & business advisory, valuations, restructures, business transactions & cloud-based transitions.

Jenny Dunn

Senior Manager

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
4 years Xerocon attendance

Andrew Camens

Manager

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
1 year Xerocon attendance

As a certified Chartered Accountant, Andrew assists clients with their accounting & Xero-based financials across a broad range of industries & sectors.

Scott Middleton

Senior Manager

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
1 year Xerocon attendance

Scott assists clients via a range of accounting & advisory services, including:

- Financial Statements & Taxation Compliance - Taxation planning & GST compliance - Budgeting & forecasting

Zach Treloar

Solution Consultant

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
2 years Xerocon attendance

As part of the Perks Cloud Solutions Team, Zach helps clients tailor their Xero environment to suit their needs; including:

- cherry-picking apps, add-ons &features - business roll-out & training

Perks: Bank experience

Clients of Perks connect to a range of banks via Xero. Perks 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
American Express (AU)
BOQ Specialist Bank (AU)
Bank of Melbourne (AU)
BankSA (AU)
BankWest (AU)
Bendigo Bank (AU)
Beyond Bank
Citibank (AU)
Commonwealth Bank CBA (AU)
ING Direct (AU)
Macquarie (AU)
National Australia Bank NAB (AU)
PayPal
People's Choice CU
Rabobank (AU)
Rural Bank (AU)
St George Bank (AU)
Stripe
Suncorp (AU)
Virgin Money (AU)
Weel
Westpac (AU)
Westpac (Australia) - Credit Card
Wise Business

Perks: Industry experience

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

Perks : App experience

Perks serves clients who use 32 different apps that connect and integrate with Xero.

Connected apps

Find us

Perks has an office in 1 location

Adelaide: 81 Flinders Street, Adelaide, 5000, South Australia; +61 882739300

New to Xero? Perks can help

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

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

7 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 2010

Awards

SA/NT Accounting Partner of the Year 2016 AU

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.

Perks

Xero Migration

Single Touch Payroll

Platinum champion partner

Partner since 2010

Xero payroll certified

Xero advisor certified