Coastal View Financial Services
Director of Coastal View Financial Services
Coastal View Financial Services
Accountant · 100 Dunsmore Road, Cowes, Victoria
Specialist
Single Touch Payroll
Partner status
Gold champion partner
Experience
Partner since 2012
Certification
Xero advisor certified
Certification
Xero payroll certified
About us
Coastal View Financial Services is a highly reputable and globally respected Accounting and Business Services Company, located in the Cowes on Phillip Island with offices in Melbourne. Established Eighteen years ago in 2001, our operations and practice are backed by over 50 combined years of success and growth, with a team offering extensive experience in the Accounting and Business Management Industry. Having successfully guided countless individuals and businesses through financial challenges with positive and rewarding outcomes, as well as significant and ongoing contributions with support for the community.
Our team is a collection of professional and cordial individuals, who are always ready and willing to offer their expertise to you in Tax Planning, Accounting, Business Development & Xero Bookkeeping.
Affiliations
- CPA Australia
Meet the team
Coastal View Financial Services advisors: 6 - Xero certifications: 7
To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.
Jodie Ross
Head of Accounting & Bookkeeping Services
Coastal View Financial Services: Bank experience
Clients of Coastal View Financial Services connect to a range of banks via Xero. Coastal View Financial Services 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)
- Bendigo Bank (AU)
- Commonwealth Bank CBA (AU)
- National Australia Bank NAB (AU)
- Rabobank (AU)
- Westpac (AU)
Coastal View Financial Services: Industry experience
Coastal View Financial Services 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
- Finance and insurance
- Healthcare and social services
- Marketing, advertising and consulting
- Professional services
- Real estate and hiring services
- Repairs and personal services
- Retail
Coastal View Financial Services : App experience
Coastal View Financial Services serves clients who use 1 different app that connect and integrate with Xero.
Connected apps
Find us
Coastal View Financial Services has an office in 1 location
- Cowes
100 Dunsmore Road, Cowes, 3922, Victoria
New to Xero? Coastal View Financial Services can help
Xero is beautiful online accounting software for smaller businesses. Coastal View Financial Services can help make your switch as smooth as possible.
Contact them to find out how they can help your business.
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5 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.