Single Touch Payroll
Platinum champion partner
Partner since 2010
Xero advisor certified
Xero payroll certified
Optima Partners is an energetic & innovative accounting, taxation & business advisory firm. We are dedicated to providing a full suite of financial services to all clients. We are proactive & place a strong emphasis on providing personal & quality service.
We provide a high level of customisation, with experience & innovation, we deliver the best solution to optimise your potential.
- Chartered Accountants of Australia & New Zealand
- CPA Australia
- The Tax Institute
Optima Partners Pty Ltd: Bank experience
Clients of Optima Partners Pty Ltd connect to a range of banks via Xero. Optima Partners Pty Ltd 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.
- ANZ (AU)
- American Express (AU)
- Bank of Queensland BOQ (AU) - direct bank feed
- BankWest (AU)
- Bendigo Bank (AU)
- Commonwealth Bank CBA (AU)
- ING Direct (AU)
- National Australia Bank NAB (AU)
- St George Bank (AU)
- Westpac (AU)
- Westpac (Australia) - Credit Card
Optima Partners Pty Ltd: Industry experience
Optima Partners Pty Ltd 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.
Retail & ecommerce
Trade & construction
- Accommodation and hospitality
- Administration and support services
- Arts and recreation
- Construction and trades
- Finance and insurance
- Healthcare and social services
- Marketing, advertising and consulting
- Media and communications
- Professional services
- Real estate and hiring services
- Repairs and personal services
- Transportation and storage
Optima Partners Pty Ltd : App experience
Optima Partners Pty Ltd serves clients who use 9 different apps that connect and integrate with Xero.
New to Xero? Optima Partners Pty Ltd can help
Xero is beautiful online accounting software for smaller businesses. Optima Partners Pty Ltd 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 2010
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.