Professional Bookkeeping, Payroll and BAS Services.
We take care of the numbers so you can focus on running and growing your business.
Bookkeeping made easy!
Palm Financial was created to give business owners peace of mind around their bookkeeping and compliance obligations.
Led by Tamara, a Registered BAS Agent, we partner with small businesses to keep their financial records accurate, organised and up to date. We value professionalism, transparency and clear communication, and we take pride in delivering consistent, dependable support.
Whether you need ongoing bookkeeping, payroll processing or BAS lodgement, our focus is simple: helping you feel confident that your numbers are in order.
Why work with us?
✔ Registered BAS Agent
Services provided in accordance with the Tax Agent Services Act and the Code of Professional Conduct.
✔ Bronze Xero Partner
Experienced in Xero setup, optimisation and ongoing support.
✔ Fully Insured
Professional indemnity insurance for your protection and peace of mind.
✔ Compliance-Focused
Up-to-date knowledge of GST, payroll, STP, TPAR, payroll tax and WorkCover obligations.
✔ Clear Communication
Timely responses and practical explanations — no confusing jargon.
✔ Confidential & Secure
Your financial information is handled with discretion and care.
✔ Detail-Oriented & Reliable
Accurate reporting and consistent processes you can depend on.
✔ Professional Membership
Proud member of the Australian Bookkeepers Association, demonstrating commitment to ethical standards and continuous professional development.
Our Services
BAS & GST Services
Registered BAS Agent services including:
BAS and IAS preparation and lodgement
Taxable Payments Annual Report (TPAR) preparation and lodgement
Payroll tax reconciliation and state revenue lodgements
WorkCover wage reconciliations and annual declarations
Bookkeeping
Accurate and timely recording of financial transactions to ensure your accounts are up to date and reliable.
Services include:
Bank reconciliations
Accounts payable and receivable management
GST review and compliance support
Payroll Processing
Compliant payroll services including:
Pay run processing
STP reporting
Superannuation processing
Payroll reconciliation (STP finalisation support)
Reporting & Advisory Support
Beyond compliance, Palm Financial provides structured financial reporting and practical insights to support informed business decisions.
Services include:
Monthly or quarterly management reporting
Profitability and margin analysis
Cash flow monitoring and forecast support
Budget preparation and variance reporting
KPI tracking and performance dashboards
Structured financial review meetings
Our focus is on providing clarity, identifying trends and ensuring you understand what your numbers are telling you.
Xero Setup & Training
We provide tailored Xero setup and one-on-one training to help business owners feel confident managing their day-to-day bookkeeping.
Services include:
Xero file setup and configuration
Chart of accounts design
Invoicing and bill processing training
Bank reconciliation guidance
Payroll setup support
Report interpretation guidance
Workflow and efficiency improvements
Training sessions are customised to your level of experience and business needs.
Contact Us
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