Our services.

  • Record it.

    Accurate records are the foundation of every successful business. Our accounting and bookkeeping services ensure your finances are organised, up-to-date, and compliant — giving you clarity, confidence, and more time to focus on growth. From daily transactions to monthly reconciliations, we keep your financial story in order.

  • Build it.

    Strong businesses are built on solid systems. We help small and medium-sized businesses lay the right foundations — from setting up smart accounting processes to streamlining operations for maximum efficiency. Whether you’re just starting out or scaling up, we’ll help you get organised, optimise your systems, and build a business that runs smoothly and sustainably.

  • Grow it.

    Ready to scale? We partner with growth-minded businesses to move from stability to scalability. Using proven systems, strategic insight, and innovation, we help you unlock new levels of performance. From financial strategy to operational refinement, we guide you in growing smarter — not just bigger.

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CSA Financial Strategy & Tax Services

Built by someone who's been in your shoes — and knows how to win.

Running an Online or direct sales business isn’t “just” a side hustle — it’s a real business, and it deserves real strategy. At CSA, we provide high-impact financial services designed specifically for IBOs. This isn’t generic accounting — it’s tailored, smart, and rooted in real-world success.

🔍 What You Get:

1. Tax Return Services (Personal + Company)

  • Understand your exact tax obligations as an IBO

  • Professional tax return preparation and filing (individual & company)

  • Maximise deductions with a deep understanding of direct selling

  • Stay audit-ready and compliant with IRD/ATO expectations

2. Advanced Budgeting & Financial Planning

  • Create a powerful monthly budget aligned to your growth goals

  • Cash flow tracking, forecasting, and financial target setting

  • Plan ahead with confidence: forecast next year’s performance with clarity

  • Personalised financial advice tailored to your life, business and goals

3. Investment & Structure Strategy

  • Strategic use of funds: reinvest, save, or extract — we’ll guide you

  • Set up company or trust structures, including documentation

  • Get started with Xero: setup, training, and ongoing support (if needed)

  • Make smart, long-term decisions with your future in mind

Why CSA?

These kinds of services are often expensive and hard to access — especially from someone who actually understands the direct sales industry.


With CSA, you get access to premium financial guidance at a fraction of the price, delivered by someone who’s:
✔️ A qualified Chartered Accountant
✔️ Worked in both corporate & top-tier accounting firms
✔️ Built a successful Direct Sales business from the ground up

CSA goes far beyond traditional accounting — we’re your strategic partner in building freedom, wealth, and legacy.