CATS Accountants & Financial Planning

Accountant · 12 Pacific Highway, Wyong, New South Wales

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About us

CATS are business advisers that care. We believe in thinking differently and challenging the role of traditional accountants. By using the latest tools and technologies to save time and tell a better story of your business performance we can reduce risk and enable faster growth in your business.

Areas in which CATS excel: Innovation - Technology is our friend, automation is our tool. Accessibility - Promptly and reliably available to deliver more value and meet your needs as they arise. Experience - Operated for 20+years and continuously expanding knowledge and capabilities. Personable - We connect on your level. Networked - We maintain a network of unique providers whom we can call upon where we feel it is a valuable match for your needs. Strategic Planning - Our advice is strategically future focused.

Affiliations

CPA Australia
National Tax & Accountants Association

Meet the team

CATS Accountants & Financial Planning advisors: 8 - Xero certifications: 2

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

Dan Osborne

Director, Business Ninja, Podccountant

Xero advisor certified

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

CATS Accountants & Financial Planning: Bank experience

Clients of CATS Accountants & Financial Planning connect to a range of banks via Xero. CATS Accountants & Financial Planning 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)
Bank of Queensland BOQ (AU)
BankWest (AU)
Bendigo Bank (AU)
Commonwealth Bank CBA (AU)
Greater Bank (AU)
ING Direct (AU)
Macquarie (AU)
National Australia Bank NAB (AU)
Newcastle Permanent
PayPal
St George Bank (AU)
Stripe
Westpac (AU)

CATS Accountants & Financial Planning: Industry experience

CATS Accountants & Financial Planning 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
Arts and recreation
Construction and trades
Education
Finance and insurance
Healthcare and social services
Manufacturing
Marketing, advertising and consulting
Media and communications
Professional services
Real estate and hiring services
Repairs and personal services
Retail
Transportation and storage
Not-for-profit
Wholesale
E-commerce

CATS Accountants & Financial Planning : App experience

CATS Accountants & Financial Planning serves clients who use 5 different apps that connect and integrate with Xero.

Connected apps

Find us

CATS Accountants & Financial Planning has an office in 1 location

Wyong: 12 Pacific Highway, Wyong, 2259, New South Wales; +61 243535370

New to Xero? CATS Accountants & Financial Planning can help

Xero is beautiful online accounting software for smaller businesses. CATS Accountants & Financial Planning 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 2012

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.