For over four decades, PBS Bookkeeping Melbourne has been the trusted name for accurate bookkeeping and reliable BAS agent services across the city and surrounding suburbs. From Melbourne CBD to Narre Warren, Berwick, Dandenong, and St Kilda, hundreds of small business owners count on us to keep their books in order, meet ATO obligations, and gain clear visibility over their financial position.
Registered BAS Agents & Xero Specialists
As fully registered BAS agents in Melbourne, PBS ensures your Business Activity Statements (BAS) and GST lodgements are prepared and submitted accurately, on time, every time. We go beyond basic bookkeeping — reviewing your accounts for ATO compliance, reconciling payroll and superannuation, and preparing quarterly reports that make tax time simple.
Transforming Bookkeeping Data Into Business Insights
Bookkeeping is more than recordkeeping — it’s the foundation for strategic decision-making. That’s why PBS offers comprehensive management reporting services that turn your financial data into meaningful insights. Our expert team of BAS agents and Xero-certified bookkeepers analyse your accounts to present clear, detailed reports showing your cash flow, profitability, and financial trends. We make sure you understand what the numbers mean, not just what they are.
Every report we produce is customised to your business goals. Whether you need monthly performance summaries, quarterly management reports, or detailed KPI tracking, PBS delivers financial clarity in a format that’s easy to read and act on. We help you identify cost-saving opportunities, track income sources, and monitor expenses — empowering you to make confident business decisions based on real data.
Custom Financial Dashboards & Xero Reporting
Using Xero’s advanced reporting tools, PBS designs interactive dashboards tailored to your business. You’ll gain real-time visibility into sales, margins, expenses, and cash positions. Our team sets up automated reports and visual dashboards that make it simple to check your company’s health at a glance — whether you’re in your Melbourne office or managing operations remotely.
We integrate your accounting data with analytical tools to create a seamless financial monitoring system. This means no more manual spreadsheets or guesswork — just accurate, up-to-date figures that help you stay ahead of the curve. PBS also provides one-on-one training so you can interpret and use your reports effectively to guide growth.
Quarterly Performance Reviews
To ensure your business stays on track, PBS conducts quarterly management reviews as part of our ongoing bookkeeping and reporting service. We sit down with you (virtually or in person) to go through key metrics like cash flow stability, gross profit margins, and expense ratios. These sessions highlight what’s working well and where adjustments may be needed — helping you avoid surprises at tax time or year-end.
Our proactive approach keeps your financial performance aligned with your goals. Instead of reacting to numbers after the fact, PBS helps you plan strategically — setting budgets, forecasting revenue, and analysing trends to prepare for future growth.
Supporting Confident Business Decisions
Clear, accurate reporting is essential for business confidence. PBS management reports are designed for clarity and impact, helping owners, managers, and accountants make decisions with confidence. Whether you need data for board meetings, investor updates, or internal planning, we prepare reports that communicate your business performance with professionalism and precision.
As part of our holistic bookkeeping services, PBS also ensures your reports remain compliant with ATO and accounting standards. You’ll have complete peace of mind knowing that your financial data is accurate, reconciled, and ready for any audit or review.
Partner with PBS for Complete Financial Visibility
PBS Bookkeeping Melbourne is more than a bookkeeping provider — we’re your financial insight partner. Our management reporting services give you the tools to measure, understand, and grow your business sustainably. With over 40 years of experience, Xero-certified expertise, and BAS agent accreditation, we help Melbourne businesses stay compliant while building long-term financial strength.
Ready to gain full financial clarity? Contact PBS Bookkeeping Melbourne today for a free 30-minute consultation and discover how our management reporting services can transform the way you view your business performance.