Frequently asked questions.

How can I get a quote from Rebecca ?

Please book a phone call or an obligation free initial meeting for business owners with Rebecca through Calendly, and she will discuss your situation with you. Rebecca will be able to send you through a written quotation based on the discussion. If it is found your circumstances differ materially to what you have described, and the cost will be extra, Rebecca will let you know straight away. When working with Rebecca all fees are quoted and agreed upon upfront.

Which areas do you service?

Rebeca is based in Wagga Wagga but can work with anyone in Australia and has clients in most states. If it is not possible to meet in person Rebecca uses Microsoft Teams to meet with her clients virtually. You do not need any software to use Microsoft Teams, you only need to click on a link Rebecca will provide you with.

Which industries do you specialize in?

Rebecca works with clients in many varied industries including retail and wholesale, trades people, medical professionals, health and beauty professionals, creative professionals and loves working with anyone with has a passion for what they do.

I am currently with another accountant, how hard is it to change?

People change accountants for many different reasons, and it is an easy process. You will be asked to sign a records release authorisation which is sent to your previous accountant. If they have no ethical objection to you leaving them, they will forward a copy of your previous year’s financial statements, tax returns and permanent records to your new accountant.

What can I expect when I work with Rebecca as my accountant?

Rebecca is very easy to talk to and will explain your tax situation in plain English. As part of Rebecca’s service, she wants you to leave your appointment feeling confident that you understand how tax works and be able to have a good understanding of the contents of your financial statements and tax return and also why you have received a refund or have tax to pay. Rebecca strongly believes in empowering and educating her clients.

If I email Rebecca or ring her up during the year to ask a question about tax, will I be charged a fee?

Generally, no, Rebecca is more than happy to have a chat about anything tax or business related throughout the year with her clients and this is included as part of her service. If the topic needs more in-depth research or explanation when it comes to your circumstances, Rebecca will give you an upfront quote for any work done.

What type of accounting software does Rebecca use?

Rebecca’s preferred accounting software is Xero. Rebecca is a Xero champion and uses Xero for her own business. Rebecca will personally set up and customise your Xero accounting file and show you how to use it to set you up for success. With over twenty years’ experience Rebecca has used many programs including MYOB Accountright, MYOB Essentials, Phoenix and Industry specific software. Rebecca is happy to work with your preferred program if required.