We love making life easy for accountants.

Because at Safekeeping Advisory: We’ll take care of it.

 

Wouldn’t it be great if all your clients were organised, up to date and in control of their accounts? So that when it comes time to give smart, informed advice, you can, knowing you have the complete picture?

At SafeKeeping Advisory, we handle the entire bookkeeping process and do the tasks, that let’s face it, prevent you from doing what you do best. We help accountants, just like you, take their clients’ businesses to the next level.

We take a collaborative approach, in whichever way works best for you. Which means no dropped balls and no running between different suppliers; just a bookkeeping partner that’s got your back and has you covered. A partner that looks after your clients’ businesses as if they’re their own. In short, the buck stops with us.

And our collaborative approach doesn’t stop at our people. We work with all the major (and some less-major) accounting software systems, which means you get a flexible partner that can work seamlessly with your systems.

We’re on a mission to make life easy for accountants.

About SafeKeeping

safe-keeping-icons-09

Collaborative

We take a real-time, collaborative approach to our work. Our “leave the ego at the door” attitude means we fit in wherever you need us to, in whatever style works best for you and your firm. This allows us to identify issues and flag risks, in collaboration with you, in real time, creating efficient resolutions and effortless, value-added client service.

safe-keeping-icons-10

Qualified

Your clients are in safe hands with a qualified, experienced bookkeeping expert. Director, Renée Brandman, holds a Masters of Taxation and over a decade’s experience working in accounting and taxation. So you can rest assured your client’s data is accurate and up to date, giving you more time to invest in value-adding services.

safe-keeping-icons-08

Insightful

We leave bean counting for arts and crafts. Instead, SafeKeeping Advisory uses our accurate financial data to build tailored, actionable business insights that empower you with the right information you need to make critical decisions.

safe-keeping-icons-12

Technology

Our open, transparent culture is supported by our love of cloud technology. Your clients’ data is just a click away, with access to real-time, accurate insights, anytime, anywhere. What’s more, we’re always available to answer questions with smart technology.

safe-keeping-icons-04

Cost effective

Staffing bookkeepers in an accounting firm is complex and challenging. Sourcing and retaining the staff, as well as making the department profitable, is met with numerous challenges. We offer a low-risk, affordable, reliable alternative to staffing an in-house bookkeeping function.

Why Our clients love us

“Thrilled with the outcome!”

542 Partners have teamed up with Safekeeping Advisory for a number of years now and have been thrilled with the outcome is has provided our firm. To partner up with SKA meant our clients could know they were in good hands, and receiving the best possible service and expertise in the market. This in-turn has led to 542 Partners being able to focus its energy on adding value to our clients through better analytics, communication and customer service.

– 542 Partners

“I would gladly recommend their services…”

As a small business owner, it’s been great to have Safekeeping Advisory on hand to look after my accounts, and make sure we’re ticking every box. I would gladly recommend their services to anyone looking for friendly and efficient book keeping.

– Corridor Bar, Newtown

“…A real pleasure to deal with (always!)”

SafeKeeping Advisory was engaged to work with Companion Animal Veterinary Hospital around two years ago. Nothing has ever been too much trouble for both Renee and Eliza, they are a real pleasure to deal with (always!). Not only are they friendly, but their work is both thorough and accurate. Whenever there have been any issues they have been able to troubleshoot and have also given valuable advice as to how to prevent issues again in the future.

– Companion Animal Veterinary Hospital

“Absolutely brilliant”

Renee at safekeeping advisory has been absolutely brilliant since I first began working with her. I have never had a problem that has been too big for her to address. She is easily contactable, efficient, always has everything done with plenty of time to spare and most importantly has my complete trust in terms of the financial side of my business. I couldn’t recommend her highly enough. I consider her as a crucial part of my business and am extremely grateful for the work she does.

– Royston Medicine and Movement

“It is a pleasure”

It is a pleasure working with Renee. She is very efficient, always available and very responsive. She is highly competent in her area of expertise and always finds an answer to all the tricky questions and enquiries.

– Express Online Training

“SafeKeeping makes everything easy!”

SafeKeeping has been part of the Chicken and Chips Casting journey since the very beginning and we can safely say Renee has made our lives significantly easier and more efficient. Renee takes so much care of our business and we ultimately trust that she is doing everything in our best interest. SafeKeeping makes everything easy, smooth and not to mention Renee is so understanding of very basic knowledge – she’s a legend! We would and do recommend SafeKeeping to anyone who asks us!

– Chicken and Chips Casting

Renée Brandman: Director

It’s safe (yes, pun intended) to say that Renée has her head in the clouds. Cloud technology that is. She gets a real kick out of using the latest technology to make accountants’ lives easier.

With a Masters of Taxation, and more than a decade’s accounting and tax experience, Renée isn’t your average bookkeeper. Bookkeeper only by name, Renée throws the traditional “book” out the window and partners with accountants to deliver bookkeeping with a difference.

As well as handling the entire bookkeeping process, Renée builds collaborative relationships with accountants, empowering them to make real-time, valuable decisions for their clients, with accurate and up-to-date data.

Eliza Taylor: Associate

With a background in superannuation and strategic planning, Eliza has clocked an impressive 14 years industry experience. Sharing the same golden values for good client service, Eliza is a natural fit for the SafeKeeping team.

Eliza is a qualified Accountant and has experience in managing client’s diverse taxation and accounting requirements. Which means Eliza loves helping SafeKeeping clients reach their maximum potential.

Eliza holds a Bachelor of Commerce (Accounting), a Diploma of Superannuation, and is a Certified Practicing Accountant (CPA). She is also the recipient of the Prime Minister’s GOLD Award for Excellence in Public Sector Management for SuperStream.

Away from the office Eliza loves spending her weekends with family, friends, and exercising.

SafeKeeping services

We love making life easy for accountants.

Because at Safekeeping Advisory: We’ll take care of it.

safe-keeping-icons-07

Business technology set-up, training and consultation

Sourcing and implementing new technology for clients can be time consuming, and if not done correctly from the outset, it can cause long-term pain for both you and your client. We unburden you by recommending and implementing the right system, tailored to your client’s individual needs. What’s more, after we set it up, we’ll train and mentor your clients to ensure the technology is adding maximum value.

safe-keeping-icons-04

Transactions

 

It’s no accident we’re considered your client’s internal accountants. We support your clients with the day-to-day transactions of the business. From periodic transactions, account reconciliation to supplier payments and accounts receivable, we’ve got your client’s accounts up to date and accurate. The first time, every time.

safe-keeping-icons-05

Payroll

 

Payroll. Often a painful topic for clients. Not only do payroll questions almost never require a straight answer, it’s something that accountants can often spend more time advising on than any other accounting matter. Imagine the time you will save with SafeKeeping handling payroll system setup, periodic Payrun processing, employee entitlement calculations, PAYG withholding, termination payments, superannuation compliance, and payroll reporting. Now that’s life made easier!

safe-keeping-icons-06

IAS/BAS preparation and lodgement

We’re registered BAS agents which means you can offload all your compliance burdens, like preparation and lodgement of IAS and BAS, straight to us. Don’t worry. We’ll take care of it.

safe-keeping-icons-08

Business insights

 

We understand (and love!) being at the coalface of your clients’ accounts. Having our finger on the pulse of the day-to-day stuff enables us to identify strengths and weaknesses within your clients’ businesses and share insights that empower you with everything you need to provide more informed advice, in real time.