Business Planet - CPA Public Practice

What Business Planet - CPA Public Practice does

Business Planet P/L is a CPA Public Practice established in 2017 in South Australia, providing accounting, taxation, finance and mortgage broking, and business advisory services to individuals and small-to-medium enterprises. The firm operates from two office locations — a headquarters at 161 Daws Road, St Marys SA 5042 and a second office at 1/51A Spains Road, Salisbury SA 5108 — and supports remote engagement via online forms, an appointment booking system, e-signature workflows, and over-the-phone service delivery. The core team consists of three professionals: Principal Ramesh Bidari (CPA, Registered Tax Agent, credit representative), Practice Manager Srawan Acharya, and Tax and Finance Consultant Saurav Bidari.

The firm's service portfolio spans tax return preparation and lodgement (individual and entity), BAS and income tax lodgement, four-tier subscription bookkeeping and payroll packages (Self-Employed, Budget, Moderate, Advanced) built on Xero, QuickBooks, and Reckon, business registration (ABN, GST, payroll, business name), financial statement preparation, GST and tax advisory, ATO audit assistance, an accounting training and internship program covering MYOB/XERO/QuickBooks at $990, and finance/mortgage broking as a credit representative of Mortgage Australia Group PTY LTD. Technology infrastructure is entirely third-party cloud-based (Xero, QuickBooks, MYOB, Reckon, Hubdoc, Receipt Bank) supporting a paperless office workflow; no proprietary platform or AI/ML capability is indicated.

Business Planet earns revenue through a mix of one-off professional service fees (e.g., $44 per BAS lodgement, $44-$66 per registration), subscription-style monthly bookkeeping and payroll retainers, mortgage broking commissions via the Mortgage Australia Group arrangement, and a fixed-fee training program. Acquisition relies on direct-to-consumer channels (the firm website, free 30-minute consultations, online engagement forms) supplemented by a client referral portal and a network of complementary service providers; no paid advertising or external investors are indicated.

Name

Business Planet - CPA Public Practice

Legal name

Business Planet PTY LTD

Website

https://bplanet.com.au

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Business Planet P/L is a CPA Public Practice founded in 2017 in South Australia, providing tax accounting, BAS lodgement, subscription bookkeeping and payroll, finance and mortgage broking, and business advisory services to individuals and SMEs from offices in St Marys and Salisbury.

Ownership category

akta.pro rank

Headquarters

HQ city

St Marys

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Tax Return Preparation and Lodgement: One-off and annual income tax return preparation for individuals and all business entities (partnerships, trusts, companies). Revenue is earned as a one-time professional service fee per return or lodgement. The firm also offers online income tax return services targeting individual consumers.
2. Bookkeeping and Payroll Packages: Recurring monthly bookkeeping and payroll service packages (Self-Employed, Budget, Moderate, Advanced tiers) covering BAS preparation and lodgement, financial reporting, year-end reconciliations, and STP payroll processing. Packages are subscription-style with monthly billing based on selected tier.
3. BAS and Income Tax Lodgement Services: Business Activity Statement (BAS) lodgement services for GST, PAYG Withholding, PAYG Installment, and other tax obligations. Income tax lodgement for all entity types. Charged as per-service or as part of bookkeeping packages.
4. Finance and Mortgage Broking: As a credit representative of Mortgage Australia Group PTY LTD, the firm earns commission on residential and investment property loans, vehicle finance, and business loans. Also includes mortgage refinance and home purchase advisory services.
5. Accounting Training and Internship: Accounting software training (MYOB, XERO, QuickBooks) and internship program covering bookkeeping, payroll, and BAS lodgement. Training fee of $990 with free internship. A reference letter is provided upon completion.
6. Business Registration Services: ABN, GST, Payroll, and Business Name registration services for new enterprises. Also includes company registration support (share structure, director obligations). Fees charged per registration type (ABN $66, Business Name 1-year $105, 3-year $199, etc.).
7. Business Advisory Services: Business entity selection, accounting software selection and training, marketing assistance, GST & tax advice, audit assistance, financial statement preparation, and sales of business documentation (Form 2 for South Australia).

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Business Planet P/L is a CPA Public Practice that delivers accounting, taxation, finance & mortgage broking, and business advisory services to individuals and SMEs. Its core offerings include income tax return preparation, BAS and income tax lodgement, monthly bookkeeping and payroll packages (Self-Employed through Advanced tiers), financial statement preparation, ABN/business registration, GST and audit assistance, and credit-representative mortgage and finance broking via Mortgage Australia Group. The firm operates a paperless, cloud-based delivery model with online engagement forms and e-signature workflows.

Product overview

Business Planet is a CPA Public Practice offering a comprehensive suite of professional services to individuals and SMEs. The core offering combines Tax Accounting Services (including ABN registration, BAS and Income Tax Lodgement, GST advice, and audit assistance), Bookkeeping & Payroll Packages (with multiple tiers using Xero, QuickBooks, and Reckon), Financial Statement Preparation, and Business Advisory Services including entity selection and registration. Supporting services include an Accounting Training & Internship Program using MYOB, XERO, and Quickbooks, Accounting Software Selection and Training with Hubdoc/Receipt-Bank, Finance & Mortgage Broking Services, and Marketing Assistance through referral partners. The firm operates a paperless office with cloud storage and e-signature capabilities, and offers a client engagement form for onboarding and an online income tax return service for individuals.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Accounting Services Comprehensive tax accounting services including ABN registration and update, BAS and Income Tax Lodgement, GST and Tax advice, and audit assistance for individuals and SMEs.
• Online Income Tax Return – Individual User-friendly online income tax return service for individuals where submitted information is accessed by registered tax agents and prepared in compliance with applicable tax legislation, with returns finalised within 24 hours.
• Bookkeeping & Payroll Package Multiple bookkeeping packages covering all sizes of enterprises using cloud-based accounting software (Xero, QuickBooks, Reckon) with Receipt Bank integration; includes Self-Employed, Budget (1-4 employees payroll), Moderate (5-10 employees), and Advanced (11-20 employees) tiers with BAS preparation and lodgement, financial reports, year-end reconciliations, and STP payroll processing.
• BAS and Income Tax Lodgement Activity Statement lodgement to ATO including GST, PAYG Withholding, PAYG Installment, Wine Equalization Tax, Fringe Benefit Tax, and Luxury Car Tax; plus annual Income Tax Return preparation for individuals and all entities (Partnership, Trust, Company). Operates as a paperless office with cloud storage and e-signature.
• Financial Statement Preparation Preparation of both general purpose and special purpose financial statements, with finance reports and statements provided semi-annually and annually.
• GST & Tax Advice and Audit Assistance GST and Tax advisory services for personal and business tax issues, including rescue services (audit assistance) for GST and/or Tax audits by the Australian Taxation Office.
• ABN Registration and Update Australian Business Number registration services required for running a business in Australia, including additional registrations such as GST, PAYG withholding, Wine Equalization Tax, Luxury Car Tax, and Fringe Benefit Tax.
• Business Entity Selection and Registration Consultation on business entity selection (sole proprietorship, partnership, trust, company) and legal existence registration including business name registration. Special package for new entrepreneurs includes legal entity registration, ABN registration, Business Name registration, and Domain Name registration.
• Sales of Business Documentation Winding up of business including registration and preparation of sales of business documentation (Form 2) required for businesses sold under $300,000 in South Australia.
• Accounting Software Selection and Training Advisory service for selecting accounting software based on legal requirements and client preferences, with training provided on selected bookkeeping package. Offers Hubdoc and Receipt-Bank for paperless cloud-based bookkeeping.
• Accounting Training & Internship Program Training program covering practical bookkeeping in cloud-based accounting software (MYOB, XERO, Quickbooks), GST preparation and Business Activity Statement lodgement, and payroll processing. Duration: 2 hours twice weekly for 6 weeks training plus 4 hours twice weekly for 1 month internship. Training fee: $990 with free internship.
• Finance & Mortgage Broking Services Residential and Investment Property Loans, Vehicle Finance, and Business Loans through credit representative Ramesh Bidari (CRN: 514570) of Mortgage Australia Group PTY LTD (ACL No. 377 294). Also assists with mortgage refinance reviews.

Quantifiable outcome

• Online tax returns finalised within 24 hours
• +2 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Feature3 records

Partnerships

14 partnerships are on record, tiered core and minor.

• Mortgage Australia Group PTY LTDcoreGTM or Marketing PartnerBusiness Planet acts as a credit representative (Ramesh Bidari CRN: 514570) of Mortgage Australia Group PTY LTD (ABN: 99 091 941 749) (Australian Credit Licence No. 377 294). This partnership enables the firm to offer residential and investment property loans, vehicle finance, and business loans to its existing SME and individual client base.
• 2GenerationsminorGTM or Marketing PartnerReferral partner for digital marketing solutions. Business Planet refers clients needing digital marketing services to 2Generations, and receives referrals back from this partner.
• Megatech DesignminorGTM or Marketing PartnerReferral partner for digital marketing and design services. The firm guarantees high-quality service at discounted prices for mutual clients.
• Sujan StudiominorGTM or Marketing PartnerReferral partner for photography and artwork services. Business Planet refers clients requiring photography services to Sujan Studio at guaranteed discounted rates.
• Excel DesignsminorGTM or Marketing PartnerReferral partner for website design and development. Excel Designs is credited as the designer and developer of the Business Planet website. The firm refers clients needing website services to Excel Designs.
• XerocoreTechnology or IntegrationXero is a cloud-based accounting software platform that Business Planet is a professional partner and Xero Advisor Certified (Saurav Bidari). The firm uses Xero for client bookkeeping, payroll, and financial management.
• QuickBookscoreTechnology or IntegrationQuickBooks is a cloud-based accounting software platform that Business Planet uses for client bookkeeping and payroll services. The firm is a professional partner for QuickBooks.
• MYOBcoreTechnology or IntegrationMYOB is a cloud-based accounting software platform used by Business Planet for bookkeeping and payroll training and client service delivery.
• Duo TaxminorGTM or Marketing PartnerProperty Depreciation Report partner. Business Planet provides a link to Duo Tax's depreciation report order form on its online resources page for clients with investment properties.
• Washington BrownminorGTM or Marketing PartnerProperty Depreciation Report partner. Business Planet provides a link to Washington Brown's depreciation report order form for property investors.
• Biz Cover InsuranceminorGTM or Marketing PartnerBusiness insurance referral partner. Business Planet links to Biz Cover Insurance on its online resources page, providing clients with access to business insurance products.
• EquifaxminorGTM or Marketing PartnerCredit reporting and identity verification partner. Business Planet references Equifax in its Credit Guide for privacy and credit checking purposes.
• Finance Brokers Association of Australia (FBAA)coreOthersSaurav Bidari is an accredited member of the Finance Brokers Association of Australia (FBAA), holding Credit Representative Number (CRN): 577211. This membership provides professional credibility and access to FBAA resources and network for the finance broking arm of the business.
• CPA AustraliacoreOthersBusiness Planet is a CPA Australia member firm, part of the CPA Australia Professional Standards Scheme. Liability is limited by a scheme approved under Professional Standards Legislation. The firm is subject to PPQA reviews mandated by IFAC.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Regional players

• Brentnalls SA: Adelaide-headquartered mid-tier accounting and advisory firm serving South Australian SMEs and individuals — directly comparable geography and customer base, though operating at a larger scale than Business Planet.

Broad incumbents

• RSM Australia: Major mid-tier accounting and advisory network in Australia with SME and individual tax/advisory practices — overlaps Business Planet's service mix and is directly relevant as the former employer of the firm's Practice Manager.
• Crowe Australasia: Mid-tier accounting and advisory firm with SME tax, bookkeeping, and BAS services across Australia — directly comparable SME-focused offerings at a larger, multi-office scale.
• William Buck: Australian mid-tier accounting and advisory firm with strong SME practice across multiple states — directly comparable to Business Planet's SME tax and advisory offerings at a larger, multi-office scale.
• Pitcher Partners: Australian mid-tier accounting, tax, and advisory network serving SMEs and individuals — directly comparable client base and service mix, operating at materially greater scale.
• H&R Block Australia: Large franchise-based tax preparation and small business accounting network across Australia — overlaps with Business Planet's individual tax return and SME tax compliance services but operates at materially greater scale and brand recognition.
• BDO Australia: Global mid-tier accounting network with full SME tax, bookkeeping, and advisory services across Australia — competes for the same SME segment but with broader service breadth and significantly larger scale.
• KPMG Australia (Small Business / Enterprise): Big 4 firm with a small business and private client tax/advisory practice in Australia — competes for SME tax and advisory engagements at the top end of the same market segment Business Planet addresses.

Direct peers

• TaxStore Australia: Australian franchise network of tax and accounting practices serving individuals and SMEs with tax return preparation, bookkeeping, BAS, and business advisory — a direct comparable to Business Planet's core service mix at similar practice scale.

Emerging players

• Sleek: Digital-first accounting, tax, and company-formation platform targeting sole traders, SMEs, and small business owners across Australia and Asia — competes for the same individual/SME client segment using a software-led, lower-touch delivery model.

Market position

Weaknesses1 record

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/business-planet-cpa-public-practice

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Business Planet - CPA Public Practice