Empowering passionate small business owners to grow, future proof their business and carve a legacy.

Heart-centered accounting, taxation, and advisory services that help small business owners unlock their potential and create a strong financial foundation to achieve their personal and professional dreams, whatever they might be.

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Free Up Your Time

Make Better Decisions

Grow Your Business With Confidence

Are You Not Getting The Right Support From Your Accountant, Bookkeeper Or Finance Team?

If you’re not currently getting accurate and timely financial information from either your accountant, bookkeeper or internal accounting team, you need Bonitas Partners by your side. You’ll have the information, analysis and experienced partner you need so you can trust your numbers, make better decisions and grow with confidence.

  • Lacking Confidence In The Numbers

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Lacking Confidence In The Numbers

Some accountants operate at a helicopter level without the required amount of operational experience needed for your business.

  • Tired Of Limited Communication

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Tired Of Limited Communication

Others spread themselves too thin with too many clients, resulting in unreturned phone calls, emails or missed deadlines.

  • Not Receiving Value For Money

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Not Receiving Value For Money

Some firms rest too heavily on their brand, resulting in a drop off in service quality or over delegation to junior staff. What are you really paying for?

A True Business Partner

At Bonitas Partners, we understand the organisations we serve need qualified accounting support and guidance at an affordable price. Our goal is to free up time spent struggling with accounting, finance and compliance so you can focus on what you do best.

We offer demonstrable value for money, seeking to reduce your accounting and overhead costs from the moment we come onboard. As a result, your organisation operates with a cost-effective accounting department that includes, but goes far beyond, traditional bookkeeping and tax support. 

We become your financial eyes and ears so you never fly blind. You have ongoing insights into your financial health, your shortfalls and most importantly, your opportunities.

Let's Talk

We Like to Think of Ourselves as your Trusted Business Alliance

We Know the Importance of Looking Back at Past Performance, Remaining Aware of the Here and Now, and Looking Forward to Spot Future Opportunities.

Two Decades Of Experience

After two decades working across the Australian Corporate, Small Business and Not-For-Profit sectors, Bonitas Partners is your trusted solution who can take ownership and responsibility for your numbers.

Maximised Profitability & Performance

Incorporating in-depth financial reports with effective management support, commercial advice and action plans, we support you and key stakeholders in maximising the profitability of your offering.

Alleviate Time Pressures

Our clients receive clear, timely information and enjoy one single point of contact. You will always know what action is required next.

Improve Work/Life Balance

By taking the time-consuming, stressful financial elements off your hands, we help you find time to recharge and reconnect with the other important aspects of your life.

Visit Our Business Leaders’ Guide To Getting The Most Out Of Your Accounting & Finance Team

There’s so much to navigate when running a successful business or not-for-profit – processes, systems, teams, shareholders etc.

Let our Business Leaders Guide To Getting The Most Out Of Your Finance Function help define what you need to know about setting up an appropriate accounting team to suit your organisation's size, goals and objectives.

  • Shaking Hands

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Our Services

Our services are always tailored to the size, requirements and operational challenges of your unique enterprise.

  • CFO

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Consulting CFO

Our consulting CFO service focuses on meeting the particular needs of our clients, bringing you the same level of expertise and service of an experienced in-house CFO, at a fraction of the cost.

  • Financial Reviews

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Management Reporting & Action

Management reporting and action plans provide in-depth financial reviews, so you are better able to understand the numbers and refer to up-to-date financials that allow you to make informed decisions.

  • Working Capital

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Working Capital & Cash Flow

Our team is here to help you set up and refine your debt collection systems, mange inventory, set revenue targets, identify cost-saving opportunities, and help you access capital as needed.

  • Tax Planning

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Tax Planning & Compliance Support

Careful tax planning provides forward-thinking strategies so you proactively maximise your after-tax position legally.

  • Effective and Accurate Bookkeeping

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Effective and Accurate Bookkeeping

Client's often come for effective and accurate bookkeeping. They stay because they also get receive a commercially minded and experienced finance partner by their side.

4 Steps to Greater Financial Clarity

Discovery Call

An initial, 60 minute video call to understand your unique financial and business challenges.

Financial Health

Gain access to your accounting system and conduct a high-level financial health check of your business.

Make A Plan

We present the results of our health check along with our recommendations on what a sensible plan is to help solve your most pressing problems.

Execute

We carry out the plan with your team, scaling our services up or down as appropriate throughout the life of our partnership.

“Jane's attention to detail and her commitment to her role were above and beyond our expectations.


Jane was a pleasure to deal with, was technically proficient and was always on the front foot with issues to let us as the auditors know if there were matters that required our attention so as to avoid issues at the critical accounts presentation time.”

Kristie Dundon

Partner, Audit and Assurance, RSM Australia

“Jane joined DMTC at a time when we needed absolute clarity and fidelity on the numbers and on a range of compliance and governance issues. She delivered this in spades and worked extraordinarily hard in the early stages of her time with DMTC to consolidate the confidence in our partnerships with industry, research sector and Defence stakeholders.


Her work ethic is second to none, as is her attention to detail and determination to provide workable solutions for the many stakeholders involved, including the CEO, Board and partner organisations, notably including auditors who remarked on several occasions the degree to which their job was made easier through Jane's comprehensive preparation and presentation of the accounts.


Jane has been a valuable and valued member of the executive and continues to enjoy the confidence of all.”

Dr. Mark Hodge

Chief Executive Officer at DMTC Ltd

“For the past year, Bonitas Partners has been working with the Duldig Studio Museum and Sculpture Garden to ensure the organisation’s management accounts and statutory audit is completed in a timely and informative manner.


They have also assisted with all tax compliance lodgements and most recently, was very proactive to ensure the organisation was optimally positioned to benefit from Commonwealth, State and Local Government relief packages related to COVID-19.


Throughout this period, Jane has been extremely well organised, knowledgeable in her areas of expertise and has provided great assistance to the Studio Director, Treasurer and Board of Management."

Antony De Jong

President, Board of Management, The Duldig Gallery Inc trading as the Duldig Studio Museum and Sculpture Garden

Partnerships & Certifications

Frequently Asked Questions

  • Should we really outsource our bookkeeping and/or entire finance function to a third party?

    Yes. For most business leaders, the hiring, training and retaining of an internal CFO, financial controller, management accountant and/or bookkeeper no longer makes sense. Chances are that the hiring and training of accounting staff, along with the development of policies and procedures relating to financial management, is not your core business. Such roles should all be outsourced to a reliable finance partner at an affordable cost. Focus on what you do best!

  • What is a Consulting CFO?

    A Consulting (or 'Fractional') CFO focuses on meeting the particular financial management needs of your organisation, bringing you the same level of expertise and service of an experienced CFO, albeit at a fraction of the cost.


    A consulting CFO will be either a Certified Practicing Accountant ('CPA'), Chartered Accountant ('CA') or a member of the Institute of Public Accountants ('IPA') with a proven and demonstrable track record taking control over the day-to-day financial management of a business. Capabilities will include:

    • Internal and external reporting to stakeholders
    • Performance analysis
    • Budgeting and forecasting
    • Cashflow management
    • Management and board reporting
    • Tax compliance support
    • Action plans based on monthly/quarterly financial reporting
    • Working capital management
    • Development and/or supervision of an existing team (if applicable).

    A Consulting CFO service should always be flexible, affordable and tailored to the needs of your business. To learn more about what the financial management of your organisation should look like, please visit our article on this subject here.

  • I just need a Bookkeeper - do I really need a Consulting CFO in my business?

    Absolutely! Effective & Accurate Bookkeeping is critically important to get right and we do offer this as a standalone service if that is all you need.

  • When is the right time to hire a Consulting CFO?

    Ideally, every organisation would engage a consulting CFO, even if it's only of a fractional or part-time basis. That said, there are some common scenarios we come across which means your business probably needs more than just a bookkeeper:

    • You lacking confidence in the accuracy and completeness of your financial information.
    • There's been a change and you’re now no longer getting accurate and timely financial information from either your accountant, bookkeeper or internal accounting team.
    • You're don't know whether you are making or losing money (i.e. you're flying blind).
    • You're on track for a period of growth, but you aren’t able to determine if you have the capital and financial health to handle it.
  • Can you also handle our taxation and compliance requirements as well?

    We sure can! We are registered tax agents and ASIC agents, meaning we can help with all of your taxation compliance needs. We can either take over your compliance and related needs entirely or alternatively, we can work with your existing tax accountant.

From Our Learning Centre

Navigating the Fringe Benefits Tax Maze - What You Should Know

By Jane Tisdall • 28 Mar, 2024
The Fringe Benefits Tax (FBT) year ends on 31 March 2024. You may be asking what is FBT and how does it apply to me as a business owner? Let’s first start with an overview of FBT and how it came into play.

December 2023 Retail Sales Decline - How is Healthy is Your Cashflow?

By Jane Tisdall • 06 Feb, 2024
The retail trade data for December 2023 was released on 30 January 2023, showing a 2.7% fall from the previous month. The fall was no doubt influenced by the huge Black Friday and Cyber Monday sales boom in November as consumers sought bargains for non-essential items to cope with cost of living pressures. The retail figures are a timely reminder of how vital cashflow is for a business. Cash is the main element of any business. A business needs a strong cash flow to cope with uncertainty. Of course, making sales is good for any business. But if the gap between the date you invoice your customer/client and the date they pay you is too long, your business may be in trouble.

Drive Your Business Forward in 2024

By Jane Tisdall • 30 Jan, 2024
When we think about starting the new year, what instantly comes to mind for me - and for many - are new year resolutions. It is amazing how enthusiasm levels peak in the lead-up to 1 January every year, only to find sticking to those great intentions is easier said than done. New year resolutions are often seen as a commitment to your personal goals, such as health or fitness. However, it’s also a time for business owners to focus their time and energy on what they want over the next 12 months so they can drive change and light the way forward for their business.
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