Principal-led | Victoria | Farming + family business focus

Principal-led accounting and tax for farming families and family businesses.

i3accounting is a boutique, principal-led practice supporting small family and farming businesses. We combine compliance with proactive planning, so youre not just meeting obligationsyoure making better decisions with confidence.

27+ years
Public practice experience
Principal-led
Senior-level attention
Xero
Cloud-first systems

Accounting, tax, and advisory—built for real decisions.

i3accounting is intentionally boutique. You get senior-level attention, fast communication, and advice that respects both compliance and the realities of running a business.

Tax + compliance (done properly)

Income tax returns, BAS/GST, PAYG, FBT and CGT support—with clear explanations and practical next steps.

Business advisory + virtual CFO

Budgeting, forecasting, cash flow planning and performance reporting—so you can make decisions with confidence.

Primary producers + family farms

Structures, succession/legacy planning, and practical advice tailored to farming families and agricultural enterprises.

SMSFs

Support for self-managed super funds including compliance and ongoing administration guidance.

Business structures

Review of sole trader, partnership, company and trust structures—aligned to tax, risk and long-term goals.

Digital transformation (Xero-first)

Cloud systems, reporting and process improvements to reduce admin and improve visibility across the business.

Who we help.

i3accounting works best with clients who value senior-level advice, cloud-first systems, and clear communication.

A deliberately limited client base

This keeps service high-touch and responsiveso youre not passed around.

Primary producers + farming families

Broad acre farms, livestock and mixed operationswith advice that respects seasonality, succession, and structure complexity.

  • Succession and legacy planning support
  • Structure reviews (trusts, companies, partnerships)
  • Cash flow planning around seasonal cycles
  • Practical reporting for decision-making
Owner-managed SMEs

Small and family businesses that want clean compliance and proactive guidancenot just year-end accounts.

  • BAS/GST and ATO compliance
  • Management reporting and KPI clarity
  • Tax planning to reduce surprises
  • Process improvements to reduce admin
Event + hospitality operators

Venues and event businesses with payroll complexity, casual-heavy workforces, and fast-moving operations.

  • Payroll and superannuation support
  • Cash flow and staffing cost visibility
  • Entity and contract considerations
  • Quarterly reviews and planning

Packages.

Four clear options, with scope confirmed up-front so expectations are aligned.

Packages are annual engagements and are typically paid monthly.

How pricing is set

Fees are based on entity structure, BAS/IAS frequency, transaction volume, and the quality of the underlying bookkeeping/Xero file.

New Business Starter Package
Includes
  • Structure guidance (sole trader vs company vs trust)
  • ABN/TFN/business name + key registrations (GST, PAYG withholding, as required)
  • Record-keeping + invoicing foundations (ATO-ready)
  • Year 12 tax planning (incl. early losses + non-commercial loss considerations)
  • Payroll + super basics (STP setup in Xero if employing)
  • Xero-first setup (bank feeds, invoicing, bills, receipt capture)
  • Simple KPI set + break-even checkpoint + 90-day plan
Best for

New small businesses and new farming ventures that want the setup done correctly from day onestructure, registrations, Xero, and a simple plan for cashflow and tax.

Typical scope notes
  • Designed for new ventures and formalising operationsscope is confirmed up-front.
  • Ongoing bookkeeping, BAS lodgements, and complex structuring are quoted separately.
Enquire about this package
Annual engagement  paid monthly
Taxation Essentials
Includes
  • Entity Income Tax Return
  • Annual Accounts
  • BAS/IAS preparation and lodgement
  • Quick Query Service
Best for

Clients who want compliance handled professionally and on time, with access to support for straightforward questions as they arise.

Typical scope notes
  • Fees vary based on entity structure, BAS/IAS frequency, transaction volume, and the quality of the underlying bookkeeping/Xero file.
  • Bookkeeping clean-ups, complex transactions, and one-off projects are scoped separately.
Enquire about this package
Annual engagement  paid monthly
Recommended
Taxation + Quarterly Improvement
Includes
  • Everything in Taxation Essentials
  • Quarterly meetings
  • Budgeting & cashflow forecasting
  • Year-end tax planning meeting
Best for

Established businesses and farming groups who want proactive guidance through the year (not just year-end), with structured check-ins to improve performance and reduce tax surprises.

Typical scope notes
  • Quarterly meetings focus on practical actions: cashflow, profitability, tax estimates.
  • Significant advisory projects (restructures, succession planning, major CGT/FBT matters, business sale readiness) are quoted separately.
Enquire about this package
Annual engagement  paid monthly
Growth
Includes
  • Entity Income Tax Return
  • Annual Accounts
  • BAS/IAS preparation and lodgement
  • Tax planning meeting
  • Quarterly business meeting + quarterly analysis
  • Budgeting & cashflow forecasting
  • Quick Query Service
Best for

Businesses that want ongoing financial leadershipregular performance review, forward-looking cashflow, and decision support.

Typical scope notes
  • Pricing depends on number of entities, reporting cadence, forecasting complexity, and stakeholder involvement.
  • Implementation work (system rebuilds, historical clean-ups, complex restructuring) is scoped separately.
Enquire about this package
Annual engagement  paid monthly

Want a fixed scope and a clear cadence?

Send a short note with your entity type(s), BAS/IAS frequency, and a rough idea of transaction volume. Well respond with the most suitable package and a scoped fee.

Packages are annual engagements and are typically paid monthly.

Request a package quote
Same business day acknowledgement.

A practical, senior-led approach.

Youre not just getting a tax return. Youre getting a trusted advisor who helps you interpret the numbers and act on them.

What clients value
  •  Clear explanations (no jargon)
  •  Fast acknowledgement and follow-up
  •  Advice tailored to family business realities
  •  Strong compliance standards
01
Understand your situation

We start with context: your structure, goals, cash flow pressures, and what you need from your numbers.

02
Get the foundations right

Clean bookkeeping, reliable reporting, and a clear compliance planso decisions are based on accurate information.

03
Plan, review, improve

Quarterly and year-end reviews to stay ahead: tax planning, equipment decisions, budgeting, and succession considerations.

Frequently asked questions.

A few common questions from new clients.

Do you work with farming businesses and primary producers?

Yes. A large portion of our clients are broad acre family farms and primary producers. We understand seasonal cash flow, structures, and succession considerations.

Do you only do tax returns?

No. We handle compliance, but were also focused on advisorybudgeting, forecasting, cash flow planning, and quarterly reviews.

Do you use Xero?

Yes. Were Xero Certified and work cloud-first to keep reporting timely and decision-ready.

How do you work with clients?

We keep a deliberately limited client base so you get senior-level attention. We acknowledge queries quickly and provide clear, documented advice.

Can you help with structures and succession planning?

Yes. We can help review and set up structures (company, trust, partnership) and support longer-term planning for family businesses.

Talk to David.

Send a quick note and well respond promptly. If youre a farming family business or an owner-managed SME, include a couple of details and well suggest the best next step.

Direct contact

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