Business Planning & Solutions

Bookkeeper

Phone number

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About us

Business Planning & Solutions is a small practice based on the Mornington Peninsula specialising in business planning, cash flow management and works with clients across building & construction, interior design, manufacturing, management consulting, startups and small retailers.

Affiliations

Institute of Certified Bookkeepers (AU)

Meet the team

Business Planning & Solutions advisors: 1 - Xero certifications: 2

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

Samantha Jones

Director Business Planning & Solutions

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.

I am passionate about helping small business owners understand the mechanics of their business! I love working with you to make your life easier. A BAS Agent with qualifications in Mktg & Accounting.

Business Planning & Solutions: Bank experience

Clients of Business Planning & Solutions connect to a range of banks via Xero. Business Planning & Solutions 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)
National Australia Bank NAB (AU)
Westpac (AU)

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Business Planning & Solutions: Industry experience

Business Planning & Solutions 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

Professional services

Business Planning & Solutions : App experience

Business Planning & Solutions serves clients who use 1 different app that connect and integrate with Xero.

Connected apps

New to Xero? Business Planning & Solutions can help

Xero is beautiful online accounting software for smaller businesses. Business Planning & Solutions 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 2015

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.