Caveo Partners

Accountant

  • Xero Migration

    Specialist

    Xero Migration
  • Single Touch Payroll

    Specialist

    Single Touch Payroll
  • Platinum champion partner

    Partner status

    Platinum champion partner
  • Partner since 2016

    Experience

    Partner since 2016
  • Xero payroll certified

    Certification

    Xero payroll certified
  • Xero advisor certified

    Certification

    Xero advisor certified

About us

We have been providing Accounting, Business Advisory and Financial Planning advice to clients for over 30 years.

We believe that businesses should aim to automate, streamline, and improve their business processes through the intelligent use of technology. As the business world becomes more digital, we believe our clients need to transform their manual processes into automated digital systems that can help them become more efficient and have better data quality to assist them to grow. Cloud technology has the power to drastically improve the way businesses operate and help business owners engage with their clients and advisors. The unique insights we have developed provides us with the unrivalled ability to deliver effective advice and guidance to our clients, businesses, business owners or families.

Affiliations

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

Find us on the web

Meet the team

Caveo Partners advisors: 40 - Xero certifications: 22

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

Susie Lau

Manager Business Tax & Accounting

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  • 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.
  • 2 years Xerocon attendance

Daniel Hardy

Associate - Digital Management Accounting

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  • 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.

Daniel manages our Caveo Digital team and is passionate about helping businesses modernise the way they operate to gain operational efficiencies, improve profitability and visibility in their business

Carlo Longobardi

Business services Accountant

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

Jimmy Klimatsakis

Certified Practising Accountant

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

Peggy Conti

Business Service Accountant

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  • 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.

Carrie Zhang

Digital Management Accountant

Profile image for Carrie Zhang
  • 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.
  • Single Touch Payroll
    Has training and expertise in helping Australian businesses meet ATO’s requirements for single touch payroll.

Caveo Partners: Bank experience

Clients of Caveo Partners connect to a range of banks via Xero. Caveo Partners 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)
  • BOQ Specialist Bank (AU)
  • BankSA (AU)
  • BankWest (AU)
  • Bendigo Bank (AU)
  • Citibank (AU)
  • Commonwealth Bank CBA (AU)
  • Macquarie (AU)
  • National Australia Bank NAB (AU)
  • PayPal
  • People's Choice CU
  • Rural Bank (AU)
  • St George Bank (AU)
  • Stripe
  • Westpac (AU)
  • Westpac (Australia) - Credit Card
  • Wise Business

Caveo Partners: Industry experience

Caveo Partners 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


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

Caveo Partners : App experience

Caveo Partners serves clients who use 16 different apps that connect and integrate with Xero.


New to Xero? Caveo Partners can help

Xero is beautiful online accounting software for smaller businesses. Caveo Partners 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 2016
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.