Straight Forward Accounting Solutions

Bookkeeper · 278 Charman Road, Cheltenham, VIC

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About us

If you're a small business owner and want to make more money.

If you'd like things such as: • more time to work on growing your business • a clear understanding of your numbers ✭ How can I help you? ✭ As a CPA I can help you with bookkeeping, payroll, BAS lodgement, Xero set-up and training (including converting from MYOB) and reporting and analysis to help you make sense of your numbers.

Affiliations

CPA Australia
Institute of Certified Bookkeepers (AU)

Meet the team

Straight Forward Accounting Solutions advisors: unknown - Xero certifications: 3

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

Lisa Stoneham

Director

Single Touch Payroll

Has training and expertise in helping Australian businesses meet ATO’s requirements for single touch payroll.
Trade & construction

Has training and expertise in advising on apps for trade and construction businesses.
Retail & ecommerce

Has training and expertise in advising on apps for retail and ecommerce businesses.
Professional services

Has training and expertise in advising on apps for professional services firms.
Xero Migration

Has training and expertise in switching clients to Xero.
5 years Xerocon attendance

Most passionate about helping business owners make more money by giving back their time and helping them to make sense of their numbers to enable them to make great decisions about their business.

Joan Layson

Bookkeeper at Straight Forward Accounting Solutions

Xero payroll certified

Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
Xero advisor certified

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

Joan is a graduate of Bachelor of science in Commerce major in Management Accounting.

She worked at various jobs over her career but bookkeeping has always been one of her primary skills.

Straight Forward Accounting Solutions: Bank experience

Clients of Straight Forward Accounting Solutions connect to a range of banks via Xero. Straight Forward Accounting Solutions 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)
Bank of Melbourne (AU)
BankWest (AU)
Commonwealth Bank CBA (AU)
National Australia Bank NAB (AU)
PayPal
Stripe
Westpac (AU)

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Straight Forward Accounting Solutions: Industry experience

Straight Forward Accounting Solutions 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.

Industry Specialist

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Industries Served

Construction and trades
Finance and insurance
Healthcare and social services
Marketing, advertising and consulting
Not-for-profit
Professional services
Repairs and personal services

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Straight Forward Accounting Solutions : App experience

Straight Forward Accounting Solutions serves clients who use 2 different apps that connect and integrate with Xero.

Connected apps

Find us

Straight Forward Accounting Solutions has an office in 1 location

Cheltenham: 278 Charman Road, Cheltenham, 3192, VIC; +61 423132343

New to Xero? Straight Forward Accounting Solutions can help

Xero is beautiful online accounting software for smaller businesses. Straight Forward Accounting Solutions can help make your switch as smooth as possible.

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

4 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 2013

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.

Straight Forward Accounting Solutions

Xero Migration

Single Touch Payroll

Silver champion partner

Partner since 2013

Xero payroll certified

Xero advisor certified