Streamline Management

Bookkeeper · 26/25-31 Johnson Street, Chatswood

  • Xero Migration

    Specialist

    Xero Migration
  • Single Touch Payroll

    Specialist

    Single Touch Payroll
  • Gold champion partner

    Partner status

    Gold 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

Let's put the fun back into your financial FUNdamentals!

Since 1997 we've been working with professional consulting service and trade/building/construction business - incl marketing/PR, HR, architecture, interior design, electrical, office fitout & home building. We could help you too. Our team would love to join your team. Prefer to speak in plain English? Us too! We're licenced BAS agents - we're licenced to lodge on your behalf. Streamline your bookkeeping with Streamline Management.

Affiliations

  • Australian Bookkeepers Association
  • Institute of Certified Bookkeepers (AU)

Find us on the web

Meet the team

Streamline Management advisors: 3 - Xero certifications: 5

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

Nicole Lynch

Director & Senior Bookkeeper

Profile image for Nicole Lynch
  • 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.
  • Payroll specialist
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
  • 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.
  • Professional services
    Has training and expertise in advising on apps for professional services firms.
  • 10 years Xerocon attendance

Nicole has worked closely with businesses from differing industries over 20+ years.

Nicole is our office Xero champion & loves helping small businesses make the switch from desktop to the cloud.

Katherine Morrow

Bookkeeper

Profile image for Katherine Morrow
  • 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.
  • Payroll specialist
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
  • Single Touch Payroll
    Has training and expertise in helping Australian businesses meet ATO’s requirements for single touch payroll.
  • 4 years Xerocon attendance

Monika Stelzner

Director & BAS Agent

Profile image for Monika Stelzner
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • 10 years Xerocon attendance

Helping clients to understand what the numbers actually mean, reporting is much more than just numbers on a page.

Streamline Management: Bank experience

Clients of Streamline Management connect to a range of banks via Xero. Streamline Management 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)
  • Bendigo Bank (AU)
  • Commonwealth Bank CBA (AU)
  • ING Direct (AU)
  • National Australia Bank NAB (AU)
  • PayPal
  • St George Bank (AU)
  • Westpac (AU)
  • Westpac (AU) - Credit Card

Streamline Management: Industry experience

Streamline Management 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

  • Professional services

    Specialist

    Professional services
  • Trade & construction

    Specialist

    Trade & construction

Industries Served

  • Administration and support services
  • Construction and trades
  • Marketing, advertising and consulting
  • Media and communications
  • Not-for-profit
  • Professional services
  • Real estate and hiring services
  • Retail

Streamline Management : App experience

Streamline Management serves clients who use 7 different apps that connect and integrate with Xero.

Connected apps

Find us

Streamline Management has an office in 1 location

Chatswood

26/25-31 Johnson Street, Chatswood, 2067

+61 02 9412 1192

New to Xero? Streamline Management can help

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

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

  • 9 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.