Theodore Williams Tax & Advisory

Accountant

  • Xero Migration

    Specialist

    Xero Migration
  • Single Touch Payroll

    Specialist

    Single Touch Payroll
  • Gold champion partner

    Partner status

    Gold champion partner
  • Partner since 2016

    Experience

    Partner since 2016
  • Xero payroll certified

    Certification

    Xero payroll certified
  • Xero advisor certified

    Certification

    Xero advisor certified

About us

Founded by ex-big 4 member, Theodore Williams Tax & Advisory is a boutique chartered accounting firm focused on business and tax issues affecting family business, small and medium enterprises and high net worth individuals. We advise a broad range of services from tax effect accounting for large corporates, tax structuring, asset protection and work with multi-generation families through their succession planning needs.

Affiliations

  • Chartered Accountants of Australia & New Zealand
  • Institute of Certified Bookkeepers (AU)
  • The Tax Institute

Theodore Williams Tax & Advisory: Bank experience

Clients of Theodore Williams Tax & Advisory connect to a range of banks via Xero. Theodore Williams Tax & 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)
  • Bank Australia (AU)
  • Bendigo Bank (AU)
  • Commonwealth Bank CBA (AU)
  • Great Southern Bank (AU)
  • Greater Bank (AU)
  • IMB Building Society (AU)
  • Macquarie (AU)
  • National Australia Bank NAB (AU)
  • PayPal
  • St George Bank (AU)
  • Stripe
  • Suncorp Bank (AU)
  • Westpac (AU)
  • Westpac (AU) - Credit Card

Theodore Williams Tax & Advisory: Industry experience

Theodore Williams Tax & 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.

Industry Specialist


  • Professional services

    Specialist

    Professional services
  • Trade & construction

    Specialist

    Trade & construction

Industries Served


  • Accommodation and hospitality
  • Arts and recreation
  • Construction and trades
  • Professional services
  • Real estate and hiring services
  • Repairs and personal services
  • Retail
  • Marketing, advertising and consulting
  • Not-for-profit
  • Education
  • Finance and insurance
  • Healthcare and social services

Theodore Williams Tax & Advisory : App experience

Theodore Williams Tax & Advisory serves clients who use 3 different apps that connect and integrate with Xero.



Connected apps

New to Xero? Theodore Williams Tax & Advisory can help

Xero is beautiful online accounting software for smaller businesses. Theodore Williams Tax & Advisory can help make your switch as smooth as possible.

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

  • 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.