YU PEI
Partner
PPTA ADVISORY
Accountant · 65 York Street, SUITE 403, LEVEL 4, Sydney, New South Wales
Specialist
Single Touch Payroll
Partner status
Platinum champion partner
Experience
Partner since 2016
Certification
Xero advisor certified
Certification
Xero payroll certified
About us
PPTA Advisory is a Sydney-based CPA business advisory practice estabilished in 2014.
We provide tax compliance, business advisory and assurance services to small and medium sized businesses in a variety of industries. Our aim is to provide high levels of services, focus on our clients’ needs, build relationships and ensure your business achieves the potential it is capable of. We have the know-how and experience to offer advice that helps you run your business more effectively.
Meet the team
PPTA ADVISORY advisors: 13 - Xero certifications: 2
To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.
PPTA ADVISORY: Bank experience
Clients of PPTA ADVISORY connect to a range of banks via Xero. PPTA ADVISORY 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)
- American Express (AU)
- Bendigo Bank (AU)
- Citibank (AU)
- Commonwealth Bank CBA (AU)
- Macquarie (AU)
- National Australia Bank NAB (AU)
- PayPal
- St George Bank (AU)
- Suncorp Bank (AU)
- Westpac (AU)
PPTA ADVISORY: Industry experience
PPTA ADVISORY 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
- E-commerce
- Finance and insurance
- Healthcare and social services
- Manufacturing
- Marketing, advertising and consulting
- Media and communications
- Professional services
- Real estate and hiring services
- Retail
- Transportation and storage
- Wholesale
- Education
- Repairs and personal services
PPTA ADVISORY : App experience
PPTA ADVISORY serves clients who use 2 different apps that connect and integrate with Xero.
Connected apps
Find us
PPTA ADVISORY has offices in 2 locations
- Sydney
65 York Street, SUITE 403, LEVEL 4, Sydney, 2000, New South Wales
- Sydney
65 York Street, Sydney, 2000, New South Wales
New to Xero? PPTA ADVISORY can help
Xero is beautiful online accounting software for smaller businesses. PPTA ADVISORY can help make your switch as smooth as possible.
Contact them to find out how they can help your business.
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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.