Bookkeeping Services That Take Care of Day-To-Day Admin So You Can Focus on Running Your Business

Spend less time managing the day-to-day numbers and more time on the things that matter. We’ll help manage the bookkeeping tasks slowing your business down and help you understand your business performance from top to bottom.
*Custom Solutions Tailored To You

Bookkeeping Services Designed
To Save You Time & Money

At Fusion Financial, we remove the stress of managing your books to ensure all financial information is accurate and up to date. From receipt and mileage tracking to expense reports, we can help shorten your lengthy to-do list by assisting you with…

Data Processing

Enjoy monthly bookkeeping services (up to two hours/month) so you can skip the mundane task of data entry and focus on running your business.

Xero Setup and Training

Master Xero’s fast and powerful cloud-based software to maximise workflow efficiency, reduce errors and save significant time.

Business Strategy

Benefit from strategic analysis of your business’ numbers to better understand the bigger picture and how you can take advantage of growth opportunities.

*Custom Solutions Tailored To You

Many Business Owners Struggle to Manage Their Numbers. Chances Are You’re The Same…

The more you scale your business, the more pressure is placed on your bookkeeping processes which can lead to inaccuracies that affect your tax obligations and bottom line. Our bookkeeping activities are conducted on behalf of your business so that you can be confident your financial information is up to date, accurate and most importantly, reliable. While you stay focused on growing your business, our team will help you to:
*Custom Solutions Tailored To You

Are You Ready to Step Back From Your Books and Focus on Growing Your Business?

Our Process is Simple:

Step 1: Book a Free
Introductory Call

Chat with our team to understand how we can help you focus on what you’re good at - running your business, while we provide a complete picture of your financial health.

Step 2: Receive Zero
Cost Advice

Master Xero’s fast and powerful cloud-based software to maximise workflow efficiency, reduce errors and save significant time.

Step 3: Reach Your
Financial Goals

If you choose to work with us, we’ll manage your data processing, payments and everything in between so you can focus on making financial decisions with confidence.

*Custom Solutions Tailored To You

You’ve Probably Got Enough on your To-Do List. Let Us Handle Your Books for You

At Fusion Financial, our bookkeeping services can help you automate your time-consuming tasks and deliver the accurate data you need to make financial decisions with confidence. If you’re ready to explore how we can help you save time and money, book a free introductory call today.
*Custom Solutions Tailored To You

Privacy Policy

Fusion Financial & Accounting Services is committed to treating the personal information we collect in accordance with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) (the Privacy Act). This policy outlines how we handle your personal information.

Personal information we collect

The types of personal information we collect depend on the nature of the services we are providing to you. Personal information may include:

  • General identification information such as names, date of birth, gender and occupation.
  • Contact details such as address, email address, phone and mobile phone number.
  • Payment details including PAYG Payment Summaries, payslips, and other income earning information, for example payment summaries from your employer and super fund, statements from banks and financial institutions showing interest received, employment termination payment summaries, receipts for gifts, donations and work-related expenses.
  • Information contained in identification documents such as passport or driver’s licence.
  • Government-issued identification numbers such as tax file numbers.
  • Financial information such as credit card and bank account details, shareholdings and details of investments (eg., if you have shares, units, managed funds or other investments, details of dividend payments and distributions from managed funds, any investment gains or losses from the disposal of shares, units and rental properties, including associated income and expenditure).
  • Details of superannuation and insurance arrangements.

It may also be necessary in some circumstances for us to collect sensitive Information about you in order to deliver the specific service to you. Sensitive Information may include information about a person’s race, disability, ethnic origin, political opinions, health, religious or criminal history. We will only collect and use sensitive information with your consent, in accordance with applicable laws or in a de-identified aggregated manner.

You might need to provide personal information about other individuals to us (eg., about your spouse or dependants). If so, we rely on you to have informed those individuals that you are giving their personal information to us, to have advised them about this Privacy Policy and how they can obtain a copy of it and that you have the necessary authority to provide that personal information to us.

How we collect personal information

Personal information is primarily obtained from direct interaction with you, including consultations, correspondence (including via email), by telephone and from the use of our website. In some circumstances we may be provided with information by third parties (ie. The Australian Taxation Office).

Holding personal information

We hold personal information in both electronic and hard copy. In some cases, we engage third parties to host electronic data on our behalf. We take security measures to protect the personal information we hold which includes physical controls (eg. storage of physical records in lockable cabinets) as well as technological controls (eg. restriction of access, single sign on password management). We also have policies and processes which govern document retention and data breach incidents.

We endeavour to maintain the currency of the personal information held. If you find that the information we have is not up to date or is inaccurate, please advise us as soon as practicable so we can update our records and ensure we can continue to provide quality services to you. Where data is deemed irrelevant or excessive, we will delete or anonymise as soon as reasonably practicable. However, some personal information may be retained for varying time periods to ensure we comply with legal and regulatory obligations and for other legitimate business reasons.

Purpose for collecting, holding, using or disclosing

We collect your personal information for the primary purpose of providing our services to you. We may also use your personal information for secondary purposes closely related to the primary purpose, such as email communication campaigns. You may unsubscribe from our mailing/marketing lists at any time by contacting us in writing.

When we collect personal information, we will, where appropriate and where possible, explain to you why we are collecting the information and how we plan to use it.

Disclosure of personal information

Your personal information may be disclosed in a number of circumstances, primarily:

  • to third parties where you consent to the use or disclosure; and
  • where required or authorised by law.

Accessing your personal information

You may access the personal information we hold about you and to update and/or correct it, subject to certain exceptions. If you wish to access your personal information, please contact us in writing. We may charge you reasonable costs for providing you access to your personal information. In order to protect your personal information, we may require identification from you before releasing the requested information.

Policy Updates

This Policy may change from time to time and is available on our website.

Privacy Policy Complaints and Enquiries

If you have any queries or complaints about our Privacy Policy, please contact us at:

Postal Address: PO Box 19, Mentone VIC 3194
Phone: +61 438 549 257