Our Services

At Creative Flow Advisory, we provide tailored bookkeeping and supervised BAS services to help clients stay organised and confidently manage their finances. We work closely with our preferred accountant, James Booth (CA), founder of Booth Advisory, who delivers strategic accounting and finance services. Providing a seamless combination of bookkeeping, tax, financial management, future planning, and SMSF services — ensuring every aspect of your business and personal finances is managed with clarity and care. We’re also more than happy to collaborate with your existing accountant and integrate smoothly into your current arrangements.

BAS & Bookkeeping Services

  • Bookkeeping Onboarding & Clean-up

    Whether your books are tidy, overdue, or haven’t been touched in a while, we’ll meet you where you’re at.

    We’ll review your setup (or create one), clean up anything that needs fixing, and get everything running smoothly in Xero so we can move forward with clarity. Billed by the hour.

    Onboarding:
    ✔️ System review or new setup
    ✔️ Catch-up bookkeeping (if required)
    ✔️ Xero tidy-up and file optimisation
    ✔️ Identifying gaps or risks in your records
    ✔️ Support and advice, tailored to your current state

  • BAS & Bookkeeping Monthly Packages

    After we’ve cleaned up your books and set your systems in place, we move to our fixed-fee monthly packages are tailored to your business size and needs, giving you peace of mind that your finances are in order.

    Monthly packages:
    ✔️ Monthly reconciliation of bank and credit card accounts
    ✔️ Transaction coding and account categorisation
    ✔️ Xero file maintenance and optimisation
    ✔️ Monthly or quarterly Profit & Loss reporting
    ✔️ BAS prep (ready for your agent to lodge)
    ✔️ Email support for ongoing queries
    ✔️ Optional quarterly check-in to review your numbers
    ✔️ Debtor follow up

  • Business Admin Services

    Practical, behind-the-scenes support to help you stay organised, reduce admin overwhelm, and get back to what you do best.

    Business Admin:
    ✔️ Executive Assistant Support – High-level admin help for busy founders and creatives.
    ✔️ Brain Dump & Goal Setting – Clear the mental clutter and map out your next steps.
    ✔️ Cloud Storage & Data Entry – Keep your files structured and your systems up to date.
    ✔️ Finance & Payroll Admin – Timesheets, onboarding, and coordination with finance teams.

Tax and Compliance Services

  • Income Tax Returns & Financial Statements

    Preparation and lodgment of tax returns and financial statements for individuals, companies, trusts, partnerships, and SMSFs — ensuring compliance, accuracy, and peace of mind.

  • Specialised Taxation Advice

    Tailored advice on income tax, capital gains tax, fringe benefits tax, GST, and state-based taxes — helping you navigate complex tax matters with clarity and confidence.

  • Tax Planning & Group Structuring

    Strategic tax planning to optimise your position and support long-term growth. We provide advice on tax-effective structures for individuals, families, and business groups — including companies, trusts, and partnerships — to manage risk, minimise tax, and align with your goals.

Financial Management Services

  • Income Tax Returns & Financial Statements

    Preparation and lodgment of tax returns and financial statements for individuals, companies, trusts, partnerships, and SMSFs — ensuring compliance, accuracy, and peace of mind.

  • Specialised Taxation Advice

    Tailored advice on income tax, capital gains tax, fringe benefits tax, GST, and state-based taxes — helping you navigate complex tax matters with clarity and confidence.

  • Tax Planning & Group Structuring

    Strategic tax planning to optimise your position and support long-term growth. We provide advice on tax-effective structures for individuals, families, and business groups — including companies, trusts, and partnerships — to manage risk, minimise tax, and align with your goals.

Financial Management & Future Planning

  • Budgeting, Cashflow Planning & Forecasting

    Gain clarity and control over your finances with tailored budgets, cashflow strategies, and forward-looking forecasts to support sustainable growth and informed decision-making.

  • Estate Planning

    Protect your wealth and provide peace of mind with strategies to manage and transfer assets, ensuring your wishes are carried out for future generations.

  • Business Succession Planning & Asset Protection

    Plan for a smooth transition of ownership or leadership, preserving business value and safeguarding continuity for stakeholders, family, and employees.

    Implement structures and strategies to safeguard personal and business assets against unforeseen risks, liabilities, or disputes.

Self-Managed Superannuation Services

  • Self-Managed Super Fund (SMSF) Setup

    We guide you through the establishment of a new Self-Managed Super Fund, ensuring your fund is set up correctly and in line with compliance requirements from the start.

  • Ongoing SMSF Management

    From trustee obligations to annual administration, we provide the support needed to keep your SMSF running smoothly. This includes advice on contributions, pension strategies, and ensuring you remain compliant year after year.

  • Retirement & Tax Strategies

    Make the most of your super with tailored tax planning. We help you design contribution and pension strategies, along with retirement planning approaches, to maximise your savings and minimise tax.