KMS Financial Solutions

Accountant · Suite 4, 259 Whitehorse Road, BALWYN VIC 3103, Balwyn

{"cache":{"resources":{"partner-badge-group/partner-badge-group":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"gold-champion","path":"/etc/tags/xero/advisor-directory/cards/partner-status/gold-champion","tagID":"xero:advisor-directory/cards/partner-status/gold-champion","title":"Gold champion partner","description":"The partner has earned this status level (bronze, silver, gold, or platinum) based on the number of Xero clients they serve. If shown, they have also attained Xero champion status by completing training, continuing to add more clients, or using Xero for their practice.","tagImage":"/content/dam/xero/images/advisors/ico-certification-gold.svg","parentTag":{"name":"partner-status","path":"/etc/tags/xero/advisor-directory/cards/partner-status","tagID":"xero:advisor-directory/cards/partner-status","title":"Partner status","description":"This is the description for partner-status","tagImage":"/content/dam/bb8_1.svg"}},{"name":"2009","path":"/etc/tags/xero/advisor-directory/cards/partner-since/2009","tagID":"xero:advisor-directory/cards/partner-since/2009","title":"Partner since 2009","description":"The advisor has been a Xero partner since 2009","tagImage":"/content/dam/xero/images/advisors/ico-experience.svg","parentTag":{"name":"partner-since","path":"/etc/tags/xero/advisor-directory/cards/partner-since","tagID":"xero:advisor-directory/cards/partner-since","title":"Experience","description":"How many years of Xero experience a partner has.","tagImage":"/content/dam/download.png"}},{"name":"xero","path":"/etc/tags/xero/advisor-directory/cards/certification/xero","tagID":"xero:advisor-directory/cards/certification/xero","title":"Xero advisor certified","description":"Has a strong understanding and practical knowledge of how to use Xero with clients.","tagImage":"/content/dam/xero/images/advisors/ico-certification.svg","parentTag":{"name":"certification","path":"/etc/tags/xero/advisor-directory/cards/certification","tagID":"xero:advisor-directory/cards/certification","title":"Certification","description":"Description for certification","tagImage":null}},{"name":"payroll","path":"/etc/tags/xero/advisor-directory/cards/certification/payroll","tagID":"xero:advisor-directory/cards/certification/payroll","title":"Xero payroll certified","description":"Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.","tagImage":"/content/dam/xero/images/advisors/ico-certification.svg","parentTag":{"name":"certification","path":"/etc/tags/xero/advisor-directory/cards/certification","tagID":"xero:advisor-directory/cards/certification","title":"Certification","description":"Description for certification","tagImage":null}}],"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getListingId()":"5bfb24b9-186a-46a3-b31e-bff0589efec5"}},"resourceType":"xero-cms/components/react/partner-badge-group","path":"partner-badge-group","wcmmode":"disabled","queryParameters":"{}"}

About us

The Team at KMS Financial Solutions is passionate about helping our clients increase their wealth so they have more choices in life. We do this by providing a value added business advisory service, which is distinguished by personal care and attention. With extensive commercial experience, our team helps clients make the most of business opportunities by taking a close and active role in the development and implementation of their business strategies. By adopting a "hands on" role, we ensure a sound understanding of the issues impacting on our clients' affairs. Our experience will help you with you effectively implement Xero accounting within your business.

KMS Financial Solutions: Bank experience

Clients of KMS Financial Solutions connect to a range of banks via Xero. KMS Financial Solutions specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

ANZ (AU)
ANZ (AU) Legacy Credit Cards
American Express (AU)
Bank of Melbourne (AU)
Bank of Queensland BOQ (AU)
BankWest (AU)
Bendigo Bank (AU)
Commonwealth Bank CBA (AU)
ING Direct (AU)
Macquarie (AU)
National Australia Bank NAB (AU)
PayPal
St George Bank (AU)
Stripe
Westpac (AU)
Westpac (AU) - Credit Card
Wise Business

KMS Financial Solutions: Industry experience

KMS Financial Solutions works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Accommodation and hospitality
Administration and support services
Construction and trades
Finance and insurance
Healthcare and social services
Manufacturing
Marketing, advertising and consulting
Professional services
Real estate and hiring services
Repairs and personal services
Retail
Wholesale
Arts and recreation

{"cache":{"resources":{"industry-tag-served-content/industry-tag-served-content":{"data":{},"depth":0}},"scripts":{},"included":{},"serviceCalls":{"undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDisplayType()":"pills","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getHeading()":"Industries Served","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getDescription()":"","undefined_com.xero.cms.core.components.content.advisor.AdvisorProfileV2.getCards()":[{"name":"accommodation-and-hospitality","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/accommodation-and-hospitality","tagID":"xero:advisor-directory/cards/industry-experiences/accommodation-and-hospitality","title":"Accommodation and hospitality","description":"","tagImage":"","parentTag":{"title":""}},{"name":"administration-and-support-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/administration-and-support-services","tagID":"xero:advisor-directory/cards/industry-experiences/administration-and-support-services","title":"Administration and support services","description":"","tagImage":"","parentTag":{"title":""}},{"name":"construction-and-trades","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/construction-and-trades","tagID":"xero:advisor-directory/cards/industry-experiences/construction-and-trades","title":"Construction and trades","description":"","tagImage":"","parentTag":{"title":""}},{"name":"finance-and-insurance","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/finance-and-insurance","tagID":"xero:advisor-directory/cards/industry-experiences/finance-and-insurance","title":"Finance and insurance","description":"","tagImage":"","parentTag":{"title":""}},{"name":"healthcare-and-social-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/healthcare-and-social-services","tagID":"xero:advisor-directory/cards/industry-experiences/healthcare-and-social-services","title":"Healthcare and social services","description":"","tagImage":"","parentTag":{"title":""}},{"name":"manufacturing","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/manufacturing","tagID":"xero:advisor-directory/cards/industry-experiences/manufacturing","title":"Manufacturing","description":"","tagImage":"","parentTag":{"title":""}},{"name":"marketing-advertising-and-consulting","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/marketing-advertising-and-consulting","tagID":"xero:advisor-directory/cards/industry-experiences/marketing-advertising-and-consulting","title":"Marketing, advertising and consulting","description":"","tagImage":"","parentTag":{"title":""}},{"name":"professional-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/professional-services","tagID":"xero:advisor-directory/cards/industry-experiences/professional-services","title":"Professional services","description":"","tagImage":"","parentTag":{"title":""}},{"name":"real-estate-and-hiring-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/real-estate-and-hiring-services","tagID":"xero:advisor-directory/cards/industry-experiences/real-estate-and-hiring-services","title":"Real estate and hiring services","description":"","tagImage":"","parentTag":{"title":""}},{"name":"repairs-and-personal-services","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/repairs-and-personal-services","tagID":"xero:advisor-directory/cards/industry-experiences/repairs-and-personal-services","title":"Repairs and personal services","description":"","tagImage":"","parentTag":{"title":""}},{"name":"retail","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/retail","tagID":"xero:advisor-directory/cards/industry-experiences/retail","title":"Retail","description":"","tagImage":"","parentTag":{"title":""}},{"name":"wholesale","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/wholesale","tagID":"xero:advisor-directory/cards/industry-experiences/wholesale","title":"Wholesale","description":"","tagImage":"","parentTag":{"title":""}},{"name":"arts-and-recreation","path":"/etc/tags/xero/advisor-directory/cards/industry-experiences/arts-and-recreation","tagID":"xero:advisor-directory/cards/industry-experiences/arts-and-recreation","title":"Arts and recreation","description":"","tagImage":"","parentTag":{"title":""}}]}},"resourceType":"xero-cms/components/react/tag-content","path":"industry-tag-served-content","wcmmode":"disabled","queryParameters":"{}"}

KMS Financial Solutions : App experience

KMS Financial Solutions serves clients who use 5 different apps that connect and integrate with Xero.

Connected apps

Find us

KMS Financial Solutions has an office in 1 location

Balwyn: Suite 4, 259 Whitehorse Road, BALWYN VIC 3103, Balwyn; +61 398804999

New to Xero? KMS Financial Solutions can help

Xero is beautiful online accounting software for smaller businesses. KMS Financial Solutions can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

3 Years Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2009

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.