Simplifying Finance. Empowering Success.
CUSTOM CFO SERVICES AND BOOKKEEPING SOLUTIONS BUILT FOR YOUR BUSINESS
EFFICIENCY AND CONTROL
Smart, automated processes and streamlined systems give you accurate reporting, greater transparency and improved cash flow visibility.
TARGETED APPROACH
Our team works as your inhouse finance partner, applying skills and expertise that strengthen financial performance and business outcomes.
MANAGING YOUR FINANCES
A team of bookkeepers, BAS agents and accountants provide tailored strategies, performance monitoring and goal-setting to strengthen financial stability.
PROFESSIONAL ADVICE
Strategic insights into budgeting, forecasting, refinancing, and profitability, with clear guidance to manage expenses, streamline operations and protect cash flow.
More than 60% of businesses in Australia fail within the first 3 years, because of poor financial management skills and performance.
We make sure that we understand the ins and outs of your business so we can see where your blind spots are
As a trusted business adviser, we can help turn this around. Get in contact to explore how we can help
HOW SQUARE PENNY CAN HELP
ACCURACY
We use up to date financial data that has been prepared by a team of trained professionals so that you can be assured of its reliability.
CONVENIENCE
Save yourself time and money in sourcing an in-house bookkeeper or CFO and call upon us only when you need.
ASSURANCE
By utilising our services, you won’t have to worry about your BAS not being accurate or submitting it late. We’ll also handle your end of financial year taxes.
WHO IS SQUARE PENNY?
Meet the passionate key members of our team
HOW WE HAVE HELPED BUSINESSES LIKE YOURS SUCCEED
Learning Online has been collaborating with Square Penny since 2019, and it’s been a truly fantastic experience. Their work has been consistently thorough, dependable and precise, everything you want in a financial partner.
Hayley has been an integral part of our team for several years, and her genuine dedication and expertise have consistently exceeded our expectations. Her proactive approach and attention to detail give us complete confidence in our financial management.
We are genuinely excited to continue working with the team at Square Penny. Thank you for all your outstanding hard work and ongoing support.
Tom Bulmer, CEO
Learning Online
Bookkeeper Jenny and external CFO Michelle work closely with us to keep us on top of every financial detail, without getting stuck wading through the weeds. From invoicing for orders and managing expenses to reporting and forecasting for a strong and resilient future, they have us covered.
The team saves us countless hours every week, keeping us across all expenses while identifying potential areas for improvement. The confidence of knowing our finances are under control gives us peace of mind to make clear decisions for the future.
Our relationship with Jenny and Michelle is priceless, and their commitment to our business is second to none. The team is always so open to feedback, we appreciate their communication style and the way they collaborate with us every week.
Sarah Sheridan, Co-Founder & Deputy CEO
Clothing the Gaps
We engaged Square Penny a few years ago and haven’t looked back. Their professionalism and expertise in real estate accounting is something every agency should have in their corner.
Their support in setting our annual budget and monthly meetings has been a gamechanger, keeping us on track with spending, cash flow, and future taxation obligations. Real estate businesses are often notorious for operating in the ‘now’, without planning effectively for the future or building a proper war chest. Partnering with experts like Michelle and Erin eliminates that risk.
For any small business, outsourcing to specialists is a no-brainer. We list, sell, lease and manage property, while they handle accounting. There are no surprises- just complete confidence that our accounts are in the best hands.
Vanessa Kupsch, General Manager
Harcourts
We were experiencing a resourcing gap and Square Penny provided the additional support we needed to maintain continuity and meet our obligations. As an accounting firm, we have the technical expertise internally, however Square Penny has been a valuable partner in filling our specific resourcing needs.
While we haven’t formally tracked metrics, the key outcome has been confidence that all required work is completed on time and to standard. The greatest value has been the convenience of their services- the team is both reliable and responsive, seamlessly integrating with our existing operations.
We would recommend Square Penny to any business looking for dependable support during busy periods or resourcing challenges.
Sarah Carroll, General Manager
Smith Feutrill