OBT Financial Group

Accountant · 20 William Street, Lockyer Valley Professional Centre, Gatton, Queensland

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About us

OBT Financial Group (OBT), comprised of OBT Accounting & Tax, OBT Business Solutions and OBT Financial Planning. Our clients represent a broad range of industries (turning over $100K to $10M) that predominantly form the backbone of our local community. Since inception, our aim continues to be to help our business and family clients and individuals build their financial security through our accountancy, tax, superannuation and business solutions advice. An enormous part of that is helping clients to work on their businesses, not always in them. Business owners know it’s not just about 'the business'; it's very much about the time they get to spend away from it. Bearing that always in mind, we endeavour to deliver proactive, accountable advice which has become the hallmark of OBT in the Lockyer Valley region.

Affiliations

Institute of Public Accountants
National Tax & Accountants Association

OBT Financial Group: Bank experience

Clients of OBT Financial Group connect to a range of banks via Xero. OBT Financial Group 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)
Bank of Queensland BOQ (AU)
Bendigo Bank (AU)
Commonwealth Bank CBA (AU)
Heritage Bank
Macquarie (AU)
National Australia Bank NAB (AU)
PayPal
St George Bank (AU)
Suncorp Bank (AU)
Westpac (AU)
Westpac (AU) - Credit Card

OBT Financial Group: Industry experience

OBT Financial Group 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

Administration and support services
Agriculture
Arts and recreation
Construction and trades
E-commerce
Healthcare and social services
Manufacturing
Not-for-profit
Professional services
Real estate and hiring services
Repairs and personal services
Retail
Transportation and storage
Marketing, advertising and consulting
Accommodation and hospitality
Media and communications

OBT Financial Group : App experience

OBT Financial Group serves clients who use 3 different apps that connect and integrate with Xero.

Connected apps

Find us

OBT Financial Group has an office in 1 location

Gatton: 20 William Street, Lockyer Valley Professional Centre, Gatton, 4343, Queensland; +61 07 5462 2277

New to Xero? OBT Financial Group can help

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

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

Partner since 2011

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.