LOCKHART Business Advisors

Accountant · 11-15 Dowe Street, Level 1, AJL Building, Tamworth, NSW

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About us

LOCKHART Business Advisors appreciate the individuality of people and businesses. We are committed to providing timely, accurate solutions tailored to suit your particular situation. Our team offers expertise in business and personal taxation, advisory solutions, business valuations, business appraisals, forensic accounting and exit planning. Lba is headed by Wayne Lockhart, Chartered Accountant.

Affiliations

Chartered Accountants of Australia & New Zealand
Institute of Public Accountants

Meet the team

LOCKHART Business Advisors advisors: unknown - Xero certifications: 3

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

Kelly Walker

Associate

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.
Single Touch Payroll

Has training and expertise in helping Australian businesses meet ATO’s requirements for single touch payroll.

Kelly has extensive knowledge of personal & SBE taxation. She became a Xero Certified Advisor in 2014, is an associate of the IPA, holds a GCPA from UNE and is a registered tax agent.

Wayne Lockhart

Principal

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
1 year Xerocon attendance

Reliable, insightful & capable. Always curious about financial performance and the processes that could be working better to improve business performance and valuation. Advising for your prosperity.

LOCKHART Business Advisors: Bank experience

Clients of LOCKHART Business Advisors connect to a range of banks via Xero. LOCKHART Business Advisors 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

Commonwealth Bank CBA (AU)
National Australia Bank NAB (AU)
Regional Australia Bank (AU)
St George Bank (AU)
Westpac (AU)

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LOCKHART Business Advisors: Industry experience

LOCKHART Business Advisors 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

Agriculture
Construction and trades
Real estate and hiring services
Transportation and storage

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Find us

LOCKHART Business Advisors has an office in 1 location

Tamworth: 11-15 Dowe Street, Level 1, AJL Building, Tamworth, 2340, NSW; +61 267664288

New to Xero? LOCKHART Business Advisors can help

Xero is beautiful online accounting software for smaller businesses. LOCKHART Business Advisors can help make your switch as smooth as possible.

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

1 Year 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.