Contact RBK Advisory on (03) 9010 6000

RB Tax

DRIVEN, ENERGETIC, APPROACHABLE & BY YOUR SIDE

Accountants, Business/Financials Advisors & Mortgage Brokers based in Richmond, Hampton and Narre Warren.
We’re on a mission to be the go-to-team for people and small businesses needing advice on anything from tax returns to financial planning. Work with mates who truly get a kick out of your success. We’ve got your back no matter what the goal or the industry.

Learn more

Business

Two heads are better than one - let's get it done

Services and skills to help grow your business

Learn more

Personal

Lone Wolf? You just found your pack

Personal returns handled by our team of experts

Learn more

Plans & Pricing

We offer packages to suit any needs

Light

from $POA /mo

  • Initial discovery meeting
  • Xero Subscription
  • Year end financials
  • Year end Tax returns
  • Quarterly BAS lodgement and review
  • Annual Tax Planning
  • Unlimited phone and email support
Learn More

Mid

from $POA /mo

  • Initial discovery meeting
  • Xero Subscription
  • Year end financials
  • Year end Tax returns
  • Quarterly BAS lodgement and review
  • Annual Tax Planning
  • Unlimited phone and email support
  • Quarterly management report pack and meeting
  • Half yearly performance review/catchup/meeting
Learn More

Full Strength

from $POA /mo

  • Initial discovery meeting (held annually to reset goals)
  • Xero Subscription
  • Year end financials
  • Year end Tax returns
  • Quarterly BAS lodgement and review
  • Annual Tax Planning
  • Unlimited phone and email support
  • Quarterly management report pack and meeting
  • Half yearly performance review & meeting
  • Business performance KPI dashboard and accountability support
  • Action plan quarterly and implementation guide
Learn More

Top Shelf

from $POA /mo

  • Initial discovery meeting (held annually to reset goals)
  • Xero Subscription and training course and add on implementation and support
  • Year end financials & tax returns
  • Quarterly BAS lodgement and review
  • Annual Tax Planning
  • Unlimited phone and email support
  • Quarterly management report pack and meeting
  • Half yearly performance review & meeting
  • Business performance KPI dashboard and accountability support
  • Annual budgets and forecasts
  • Cashflow management
  • ATO relationship management including audit support
  • ASIC annual compliance
Learn More

Grab a coffee?

If you aren’t at this stage yet, let’s have a chat and we can tailor something for you.

Grab a coffee with one of the guys

The Xero Network Effect

Connecting Small Businesses

Xero is beautiful accounting software for small businesses and their advisors. See your cashflow in real-time with online accounting, invoicing, payroll, billing & banking. Let us help you get started on a free trial.

Free Xero Trial