Beattie Taxation Services

Accountant · 165 Queen Street, Bendigo, Victoria

  • Single Touch Payroll

    Specialist

    Single Touch Payroll
  • Xero Migration

    Specialist

    Xero Migration
  • Gold champion partner

    Partner status

    Gold champion partner
  • Partner since 2011

    Experience

    Partner since 2011
  • Xero payroll certified

    Certification

    Xero payroll certified
  • Xero advisor certified

    Certification

    Xero advisor certified

About us

We provide a full range of Accounting, Tax and Financial Planning services. We specialise in SMSF planning and administration, and assist clients with property purchase with specialised non-recourse loan structures.

Senior partner David has been in business since 1991 and Stacey joined the firm in 2009, becoming partner in 2011. We have 7 support staff well versed in all areas of the business.

Affiliations

  • Chartered Accountants of Australia & New Zealand
  • CPA Australia
  • Financial Planning Association

Meet the team

Beattie Taxation Services advisors: 10 - Xero certifications: 7

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

Amy Leo

Accountant

Profile image for Amy Leo
  • 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.
  • Xero Migration
    Has training and expertise in switching clients to Xero.
  • 2 years Xerocon attendance

Amy has been working in bookkeeping & accounting for 8 years and has obtained her Diploma of Business Administration & Bachelor of Business Accounting. She is currently studying her Graduate Diploma

Kristy Obudzinski

Accountant

Profile image for Kristy Obudzinski
  • 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.
  • Xero Migration
    Has training and expertise in switching clients to Xero.
  • 2 years Xerocon attendance

Kristy merged with Beattie Financial Services from John Kennedy Chartered Accountant. She has 15 years experience, is a qualified CPA and has her Tax agent Registration.

Hunter Creagh

Assistant Accountant

Profile image for Hunter Creagh
  • 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.
  • Xero Migration
    Has training and expertise in switching clients to Xero.

Hunter started his career with Beattie Financial Services as an admin assistant. He has found a passion for accounting and compliance. He is a very valued member of the accounting team.

Beattie Taxation Services: Bank experience

Clients of Beattie Taxation Services connect to a range of banks via Xero. Beattie Taxation 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)
  • Bank of Melbourne (AU)
  • Bendigo Bank (AU)
  • Commonwealth Bank CBA (AU)
  • ING Direct (AU)
  • Macquarie (AU)
  • National Australia Bank NAB (AU)
  • St George Bank (AU)
  • Westpac (AU)

Beattie Taxation Services: Industry experience

Beattie Taxation 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
  • Construction and trades
  • Finance and insurance
  • Healthcare and social services
  • Not-for-profit
  • Professional services
  • Real estate and hiring services
  • Repairs and personal services
  • Retail
  • Transportation and storage

Beattie Taxation Services : App experience

Beattie Taxation Services serves clients who use 2 different apps that connect and integrate with Xero.

Connected apps

Find us

Beattie Taxation Services has an office in 1 location

Bendigo

165 Queen Street, Bendigo, 3550, Victoria

+61 354445653

New to Xero? Beattie Taxation Services can help

Xero is beautiful online accounting software for smaller businesses. Beattie Taxation Services can help make your switch as smooth as possible.

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

  • 3 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 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.