Caveo Partners

Accountant

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About us

We have been providing Accounting, Business Advisory and Financial Planning advice to clients for over 30 years.

We believe that businesses should aim to automate, streamline, and improve their business processes through the intelligent use of technology. As the business world becomes more digital, we believe our clients need to transform their manual processes into automated digital systems that can help them become more efficient and have better data quality to assist them to grow. Cloud technology has the power to drastically improve the way businesses operate and help business owners engage with their clients and advisors. The unique insights we have developed provides us with the unrivalled ability to deliver effective advice and guidance to our clients, businesses, business owners or families.

Affiliations

Chartered Accountants of Australia & New Zealand
CPA Australia
Financial Planning Association
Bstar Alliance Partner

Meet the team

Caveo Partners advisors: 40 - Xero certifications: 16

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Susie Lau

Manager Business Tax & Accounting

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Xero payroll certified

Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
2 years Xerocon attendance

Daniel Hardy

Associate - Digital Management Accounting

Xero Migration

Has training and expertise in switching clients to Xero.

Daniel manages our Caveo Digital team and is passionate about helping businesses modernise the way they operate to gain operational efficiencies, improve profitability and visibility in their business

Carrie Zhang

Digital Management Accountant

Xero payroll certified

Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Xero Migration

Has training and expertise in switching clients to Xero.
Single Touch Payroll

Has training and expertise in helping Australian businesses meet ATO’s requirements for single touch payroll.

Georgina Kokaliaris

Accountant

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Gladys Wong

Business Services Accountant

Xero payroll certified

Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Celine Jiang

Business Services Accountant

Xero payroll certified

Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Caveo Partners: Bank experience

Clients of Caveo Partners connect to a range of banks via Xero. Caveo Partners 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)
Airwallex
American Express (AU)
BOQ Specialist Bank (AU)
BankSA (AU)
BankWest (AU)
Bendigo Bank (AU)
Citibank (AU)
Commonwealth Bank CBA (AU)
ING Direct (AU)
Macquarie (AU)
National Australia Bank NAB (AU)
PayPal
People's Choice CU
Rural Bank (AU)
St George Bank (AU)
Stripe
Weel
Westpac (AU)
Westpac (AU) - Credit Card
Wise Business

Caveo Partners: Industry experience

Caveo Partners 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

Marketing, advertising and consulting
Finance and insurance
Real estate and hiring services
Agriculture
Professional services
Construction and trades
Not-for-profit
Arts and recreation
Wholesale
Accommodation and hospitality
Manufacturing
Repairs and personal services
Healthcare and social services
Retail
Media and communications
Education
Administration and support services

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Caveo Partners : App experience

Caveo Partners serves clients who use 26 different apps that connect and integrate with Xero.

Connected apps

New to Xero? Caveo Partners can help

Xero is beautiful online accounting software for smaller businesses. Caveo Partners 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 2016

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.