3B Financial Services

Accountant

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About us

3B Financial Services provides you with respectable and certified accounting services that you demand. The services we offer meet a wide range of both corporate and personal needs. After working with us, you’ll be able to leave your accounting worries behind and get back to focusing on the things that matter most in your life.

We pride ourselves on the close working relationships we have built over time. We like to form strong relationships with our clients, understanding that the better we work together, the better financial outcomes we can deliver on their behalf. We treats people like people, not like a number.

Affiliations

Chartered Accountants of Australia & New Zealand

Meet the team

3B Financial Services advisors: 1 - Xero certifications: 2

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

Shaun Williams

Director

Xero advisor certified

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

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

With over 16 years experience in the accounting industry, Shaun uses his experience and knowledge to guide business clients towards their business and personal goals.

3B Financial Services: Bank experience

Clients of 3B Financial Services connect to a range of banks via Xero. 3B 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)
American Express (AU)
BankSA (AU)
Bendigo Bank (AU)
Citibank (AU)
Commonwealth Bank CBA (AU)
National Australia Bank NAB (AU)
PayPal
People's Choice CU
St George Bank (AU)
Suncorp Bank (AU)
Westpac (AU)
Westpac (AU) - Credit Card

3B Financial Services: Industry experience

3B 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

Real estate and hiring services
Arts and recreation
Retail
Repairs and personal services
Manufacturing
Agriculture
Accommodation and hospitality
Professional services
Construction and trades
Healthcare and social services
Administration and support services

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3B Financial Services : App experience

3B Financial Services serves clients who use 3 different apps that connect and integrate with Xero.

Connected apps

New to Xero? 3B Financial Services can help

Xero is beautiful online accounting software for smaller businesses. 3B Financial Services can help make your switch as smooth as possible.

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

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.