Susie Lau
Manager Business Tax & Accounting
Specialist
Specialist
Partner status
Experience
Certification
Certification
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.
Caveo Partners advisors: 40 - Xero certifications: 16
To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.
Manager Business Tax & Accounting
Associate - Digital Management Accounting
Digital Management Accountant
Accountant
Business Services Accountant
Business Services Accountant
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.
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.
Caveo Partners serves clients who use 26 different apps that connect and integrate with Xero.
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.
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.