Accountants Lismore 

  • Clear, practical financial information
  • Support across personal & business
  • Services tailored to your circumstances

Talk to the Team in Lismore

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Accounting Assistance for Lismore Locals

Rochdale Accounting & Advisory NSW provides expert support as trusted accountants Lismore, offering comprehensive accounting and advisory services to individuals and businesses. With a longstanding presence in the Northern Rivers region, our team is committed to supporting local clients through practical, reliable financial services.


Our team of accountants Lismore provides assistance with bookkeeping, individual and business tax, SMSF setup, and compliance services.The services we offer are structured to support a wide range of industries, including sole traders, partnerships, and regional businesses. We use secure platforms such as Xero to help clients manage financial information with ease and transparency. 


Our approach is tailored to reflect the needs of the local community while ensuring year-round support. To speak with someone from our Lismore team, contact Rochdale Accounting & Advisory on 02 6626 6200.

Accounting Services in Lismore

  • Bookkeeping
  • Xero Set up
  • Business Tax
  • Strategic Planning 
  • Tax planning 
  • Individual Tax
  • SMSF Set Up
  • SMSF Accounting
  • Forecasting & Budgeting
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Bookkeeping in Lismore

Businesses seeking accountants Lismore services can access detailed bookkeeping support through Rochdale Accounting & Advisory NSW. Services include bank reconciliations, invoice processing, payroll, and BAS preparation. We use cloud accounting tools such as Xero to manage records efficiently. Bookkeeping ensures your financial data is up-to-date, simplifying end-of-period reporting and supporting ATO compliance. Clients working with our accountants Lismore team benefit from consistent, well-organised financial information that reflects business performance and reduces manual administrative tasks throughout the year.

Xero Setup in Lismore

Rochdale Accounting & Advisory offers Xero setup for businesses in Lismore. As Xero Platinum Partners, we support clients with initial setup, chart of accounts configuration, and integration of key business processes. We are always available for uspport as individuals or teams build confidence using Xero’s payroll, invoicing, and reporting tools. For Lismore businesses transitioning from manual systems, this service can help establish long-term efficiencies while maintaining compliance and operational visibility.

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Business Tax in Lismore

Rochdale Accounting & Advisory provides business tax services for clients in Lismore, including sole traders, partnerships, and companies. We help with return lodgements, BAS preparation, and navigating ATO correspondence. Using Xero and other software, we help streamline tax processes and maintain accurate records throughout the year. For Lismore businesses, managing GST, PAYG, and deductions properly is essential for ongoing compliance. Our services are adapted to suit your business type, industry, and reporting cycle.

Individual Tax in Lismore

Individuals looking for reliable Accountants Lismore services can access professional tax return assistance through Rochdale Accounting & Advisory NSW. Whether you are an employee, sole trader, or investment income earner, we assist with compiling income statements, identifying deductions, and submitting returns to the ATO. Our services cater to a range of tax scenarios and are suitable for both simple and more complex returns. Lismore clients can also access support for previous-year lodgements, income from multiple sources, and record management throughout the year.

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SMSF Setup in Lismore

Rochdale Accounting & Advisory provides SMSF setup services to Lismore residents looking to manage their retirement savings. We help with establishing the fund, preparing trust deeds, and ensuring registration with the ATO. Our team supports the setup of individual or corporate trustees and offers guidance on compliance obligations. We also assist with rolling over funds from existing super accounts and implementing software such as BGL360 for ongoing fund management and reporting.

SMSF Accounting & Tax in Lismore

Lismore SMSF trustees can access year-round support from Rochdale Accounting & Advisory. Our services include preparing annual financial statements, coordinating external audits, managing trustee documentation, and lodging tax returns. We use SMSF software like BGL360 to track investments and ensure accurate reporting. For clients in Lismore, staying compliant with ATO and ASIC requirements is a priority, and our structured services support this process through clear and consistent documentation.

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Tax Planning in Lismore

Rochdale Accounting & Advisory provides structured tax planning services for clients in Lismore. Our team helps review income patterns, evaluate deductions, and prepare for key reporting periods. Tax planning may also support year-end lodgement preparation or business structure reviews. Lismore clients can access planning services aligned with current legislation to help manage their compliance needs in advance. All plans are regularly reviewed and adjusted based on income changes, obligations, or updated regulations.

Forecasting & Budgeting in Lismore

Businesses and individuals in Lismore can access budgeting and forecasting support through Rochdale Accounting & Advisory. Services include cash flow projections, expense tracking, and scenario planning. We assist in identifying financial trends and supporting resource planning for upcoming quarters or the year ahead. Forecasting tools are particularly helpful for Lismore clients navigating industry changes, seasonal fluctuations, or periods of transition. Budgets are tailored to reflect business needs and regularly reviewed for accuracy.

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Strategic Planning in Lismore

Strategic planning support from experienced accountants Lismore helps clients define goals and strengthen long-term business direction. We assist with defining short- and long-term goals, reviewing internal processes, and aligning resources for sustainable business direction. This service may also include performance metric analysis, staff resourcing plans, and financial structuring advice. For businesses in Lismore seeking to refine or update their business model, strategic planning can offer a framework for maintaining consistency and adjusting to external or operational change.

Why Choose Our Lismore Accountants

Rochdale Accounting and Advisory has built a strong reputation as trusted accountants in Lismore and across the Northern Rivers region. As Xero Platinum Partners and registered tax practitioners, our team combines technical expertise with a genuine understanding of what local individuals and businesses need from their accountant.


We take a practical, clear approach to every engagement. Rather than presenting clients with jargon-heavy reports or generic advice, our Lismore accountants take the time to understand your situation and provide guidance that is relevant, actionable and aligned with your goals. Whether you need straightforward tax return assistance or more complex business advisory support, the same commitment to quality applies.


Lismore businesses and individuals also benefit from the breadth of services available under one roof. From bookkeeping and Xero setup through to SMSF management, tax planning and strategic advisory, there is no need to engage multiple providers. Our team manages the full picture and ensures everything is working together effectively. To find out more about how our Lismore accountants can support you, get in touch with our team today.

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Who Our Accountants in Lismore Support

Our accountants in Lismore work with a broad range of clients across the region, from individuals managing personal tax obligations through to established businesses navigating complex financial and compliance requirements.


Clients we regularly support include:



  • Individuals and employees: Personal tax returns, investment income, multiple income sources and deduction management
  • Sole traders: Business income reporting, BAS preparation, bookkeeping and compliance support
  • Partnerships and small businesses: Tax returns, payroll, Xero setup and ongoing advisory services
  • Companies: Business tax, PAYG, GST management and year-end reporting
  • SMSF trustees: Fund setup, annual accounting, audit coordination and ATO compliance
  • Property investors: Rental income reporting, depreciation schedules and capital gains management
  • Northern Rivers businesses: Industry-specific advice for agriculture, retail, hospitality, trades and professional services operating in and around Lismore


Whether you are just starting out or managing an established operation, our accountants Lismore team provides services that scale to your needs and adapt as your circumstances change. Contact us today to discuss how we can help.

Our Process

Working with our accountants in Lismore is straightforward. We have structured our process to minimise complexity for clients while ensuring every engagement is thorough and well managed.


  1. Initial Consultation: We begin with a conversation to understand your situation, whether you are an individual with a straightforward tax return or a business owner looking for ongoing support. This helps us identify the right services and set expectations clearly from the outset.
  2. Tailored Proposal: Based on your needs, we outline the scope of work, the services involved and the timeline. There are no surprises when it comes to what is included or what is expected of you as a client.
  3. Ongoing Engagement: Once engaged, our team manages the work methodically, keeping you informed at key stages. We use Xero and other secure platforms to share information efficiently and maintain accurate, up-to-date records throughout the year.
  4. Review and Advice: We do not just complete the work and move on. Our accountants Lismore team provides clear explanations of outcomes and proactive advice on what to consider next, whether that is tax planning, a business structure review or preparing for the year ahead.


Ready to get started? Contact our Lismore accountants today on 02 6626 6200 or reach out through our contact page to book your initial consultation.

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Frequently Asked Questions

  • Do I need an audit for my SMSF every year?

    Yes, every SMSF must be audited annually by an ASIC-approved auditor. This audit covers financial records and legal compliance. Trustees must arrange the audit before lodging the fund’s annual return with the ATO.

  • Can I run payroll through Xero?

    Yes. Xero includes payroll features such as payslip generation, leave management, super processing, and Single Touch Payroll (STP) reporting. It allows employers to manage payroll tasks efficiently within the same system as their accounting data.

  • What's the difference between tax management & tax planning?

    Tax management involves meeting current obligations like BAS and return lodgements. Tax planning is forward-looking and focuses on structuring finances to manage future tax liabilities more effectively, based on individual or business goals.

Location

Neighbouring Areas

  • Goonellabah
  • South Lismore
  • North Lismore