Accountants in 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 offers comprehensive accounting and advisory services to individuals and businesses in Lismore. 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 provide assistance with tasks such as bookkeeping, individual and business tax, SMSF setup and compliance. 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 in Lismore can access detailed bookkeeping support through Rochdale Accounting & Advisory. 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. Lismore clients benefit from having 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 in Lismore can access tax return services through Rochdale Accounting & Advisory. 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 services are available to Lismore clients through Rochdale Accounting & Advisory. 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.

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