We're all about making life easier for you.



Providing your financial information doesn't have to be chore. Let us do the heavy lifting for you!


Ready to take the leap?

Here’s what we need from you to get started on your complimentary Business Analysis Report:

  • Last 5 Years of Financial Statements
  • Last 2 years of groups tax returns (Business and personal)
  • Annual Payroll Report for the last 5 years (Showing staff names, Wages and Super)
  • Profit and Loss from 1 July 2021 to most reconciled month end
  • Payroll Report from 1 July 2021 to most reconciled month end


Here's a simpler way to help us help you.

If you use either Xero or MYOB to manage your accounts, simply follow the instructions below to share your financial reports with us.


How to provide Xero Access


1. Login to your Xero Account
(https://www.xero.com/au/login/)

2. Click on your organisations name (top left corner).

3. Click on Settings.

4. Under the General heading, click on Users.

5. Then click on Invite A User.

6. Enter the accountant's details as follows:

First name: Richard 
Surname: Caldecott
Email: richard.caldecott@trinityadvisory.com.au

7. Under the "Give Them Access to:" heading,
you should tick the following:

  • Payroll admin
  • Business and accounting
  • Select 'Adviser' access
  • Manage users

8. Lastly, click on Send Invite.

Our Accountant will then receive an invite to your Xero subscription via email. Once accepted, they will be able to access the reports required for the Business Analysis Report.






How to provide MYOB Access


1. Login to your MYOB Account (https://www.myob.com/au/accounting-software/)

2. Click your business name and choose Advisors

3. On the Advisors page, click Invite advisor.

4. Enter the Advisor's Email address per below and click Send Invitation:

richard.caldecott@trinityadvisory.com.au

The invitation is sent to your advisor. A message appears next to the advisor's email address that the invitation is pending.

Our Accountant will then receive an invite to your MYOB subscription via email. Once accepted, they will be able to access the reports required for the Business Analysis Report.