Straight Forward Accounting Solutions

Bookkeeper · 278 Charman Road, Cheltenham, VIC

  • Xero Migration

    Specialist

    Xero Migration
  • Single Touch Payroll

    Specialist

    Single Touch Payroll
  • Silver champion partner

    Partner status

    Silver champion partner
  • Partner since 2013

    Experience

    Partner since 2013
  • Xero advisor certified

    Certification

    Xero advisor certified
  • Xero payroll certified

    Certification

    Xero payroll certified

About us

If you're a small business owner and want to make more money.

If you'd like things such as: • more time to work on growing your business • a clear understanding of your numbers ✭ How can I help you? ✭ As a CPA I can help you with bookkeeping, payroll, BAS lodgement, Xero set-up and training (including converting from MYOB) and reporting and analysis to help you make sense of your numbers.

Affiliations

  • CPA Australia
  • Institute of Certified Bookkeepers (AU)

Meet the team

Straight Forward Accounting Solutions advisors: unknown - Xero certifications: 3

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

Lisa Stoneham

Director

Profile image for Lisa Stoneham
  • Single Touch Payroll
    Has training and expertise in helping Australian businesses meet ATO’s requirements for single touch payroll.
  • Trade & construction
    Has training and expertise in advising on apps for trade and construction businesses.
  • Retail & ecommerce
    Has training and expertise in advising on apps for retail and ecommerce businesses.
  • Professional services
    Has training and expertise in advising on apps for professional services firms.
  • Xero Migration
    Has training and expertise in switching clients to Xero.
  • 5 years Xerocon attendance

Most passionate about helping business owners make more money by giving back their time and helping them to make sense of their numbers to enable them to make great decisions about their business.

Joan Layson

Bookkeeper at Straight Forward Accounting Solutions

Profile image for Joan Layson
  • 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.

Joan is a graduate of Bachelor of science in Commerce major in Management Accounting.

She worked at various jobs over her career but bookkeeping has always been one of her primary skills.

Straight Forward Accounting Solutions: Bank experience

Clients of Straight Forward Accounting Solutions connect to a range of banks via Xero. Straight Forward Accounting 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)
  • BankWest (AU)
  • Commonwealth Bank CBA (AU)
  • Macquarie (AU)
  • National Australia Bank NAB (AU)
  • PayPal
  • Stripe
  • Westpac (AU)

Straight Forward Accounting Solutions: Industry experience

Straight Forward Accounting 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.

Industry Specialist


  • Trade & construction

    Specialist

    Trade & construction
  • Professional services

    Specialist

    Professional services

Industries Served


  • Construction and trades
  • Finance and insurance
  • Healthcare and social services
  • Marketing, advertising and consulting
  • Not-for-profit
  • Professional services
  • Repairs and personal services

Straight Forward Accounting Solutions : App experience

Straight Forward Accounting Solutions serves clients who use 4 different apps that connect and integrate with Xero.



Connected apps

Find us

Straight Forward Accounting Solutions has an office in 1 location

Cheltenham

278 Charman Road, Cheltenham, 3192, VIC

+61 423132343

New to Xero? Straight Forward Accounting Solutions can help

Xero is beautiful online accounting software for smaller businesses. Straight Forward Accounting Solutions can help make your switch as smooth as possible.

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

  • 4 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 2013
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.