Books and Bas

What Books and Bas does

Books and Bas (legal entity: Books and BAS Pty Ltd) is a privately held, founder-owned Australian professional services firm providing bookkeeping, payroll, BAS preparation, accounting, and accounting software training services to small and medium businesses. The company operates from two offices in Victoria, Australia — a primary location at 5 Raglan Road, Research (3095) and a secondary office at 18 Lightwood Street, Torquay (3228) — and serves clients primarily across the Melbourne metropolitan area and greater Victoria. Founding director Kerrie Battisson leads the firm with 30+ years of personal professional experience and holds Registered BAS Agent status with the Australian Taxation Office.

The company's core offerings comprise four service lines: (1) Digital Bookkeeping, covering setup, ongoing support, and management using both cloud-based (Xero, MYOB) and file-based accounting software; (2) Payroll Services, including superannuation lodgement, payroll tax, workcover declarations, PAYG summaries, and statutory reporting with full Single Touch Payroll compliance; (3) BAS and Accounting, delivered by a registered BAS agent with access to an extended network of trusted accountancy firms for coordinated client support; and (4) Software Set Up and Training, providing Xero and MYOB (live or desktop) training, file conversion, and ongoing consultation to individuals, groups, or full organisations. The firm holds Xero Gold Partner status, Xero Certified Advisor credentials, and Xero Payroll Certification.

Books and Bas operates on a quote-based professional services pricing model with no publicly disclosed pricing, generating revenue through service fees tied to client scope and complexity. Go-to-market is sales-led and relationship-driven: customer acquisition relies primarily on referrals from existing clients and professional partners (accountants, mortgage brokers, business owners), supplemented by direct outreach via the company website, phone, and email. The company reports over 200 clients served across diverse SMB verticals, with multiple customer relationships spanning 10+ years. Books and Bas is a bootstrapped, founder-led business with no disclosed external investment, headcount data, or financial metrics.

Name

Books and Bas

Legal name

Books and BAS Pty Ltd

Website

https://booksandbas.com

Company type

Private

Operating status

Operating

Short description

Books and Bas provides bookkeeping, payroll, BAS preparation, accounting, and Xero/MYOB software training services to small and medium businesses across Victoria, Australia, led by founding director Kerrie Battisson.

Ownership category

akta.pro rank

Product category

Bookkeeping & Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Payroll Services (541214)

SIC

Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

Keywords

• Bookkeeping services
• Payroll services
• BAS preparation
• Accounting services
• Software training

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Bookkeeping Services: Professional bookkeeping services including set up, support, and ongoing maintenance for small and medium businesses. Services include data reconciliations and account preparation.
2. Payroll Services: Full and partial payroll service including superannuation lodgement, payroll tax, workcover declarations, reconciliation, PAYG summaries, and statutory reporting. Offered as advice, training, or full-service delivery.
3. BAS and Accounting Services: Business Activity Statement preparation and accounting services provided by a registered BAS agent. Includes holistic financial guidance and coordination with external accountancy firms.
4. Software Training and Consultation: Xero and MYOB training services for individuals, groups, or organisations. Includes conversion of existing accounting files and ongoing consultation and support.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Books and Bas delivers outsourced bookkeeping, payroll processing, BAS preparation, and accounting services to small and medium businesses in Melbourne, using both cloud-based (Xero, MYOB) and file-based accounting platforms. It also provides Xero and MYOB software setup, conversion, and training for individuals, groups, and organisations, and coordinates with a network of partner accountancy firms to deliver holistic financial guidance.

Product overview

Books and Bas offers a suite of professional bookkeeping and business services delivered as integrated offerings. The core portfolio includes Digital Bookkeeping (setup, support, and management across cloud and file-based software), Payroll Services (preparation, lodgement, and compliance including Single Touch Payroll), BAS & Accounting (holistic services with registered BAS agent support and accountancy network access), and Software Set Up & Training (Xero and MYOB certification and conversion services). These services are designed to work together to provide small and medium businesses with comprehensive financial management support.

Differentiator

Problem solved

Functional benefit

Products and services

• Digital Bookkeeping Professional bookkeeping services including setup, ongoing support, and management for small and medium businesses using both cloud-based and file-based accounting software. The service includes data reconciliations and account preparation, with the firm staying current on regulatory and legislative developments on the client's behalf.
• Payroll Services Payroll preparation and lodgement services including superannuation, payroll tax, workcover declarations, reconciliation, PAYG summaries, and statutory reporting. Delivered in compliance with Australian Single Touch Payroll requirements as advice, training, or full-service.
• BAS & Accounting Comprehensive BAS preparation and accounting services delivered by a Registered BAS Agent, including holistic financial guidance and coordination with an extended network of trusted accountancy firms on the client's behalf to help save accountants' fees.
• Software Set Up & Training Training and support for Xero and MYOB AccountRight (live or desktop) delivered to individuals, groups, or full organisations. Includes conversion of existing accounting files and ongoing consultation, training, and support for staff and management, led by Xero Certified and Xero Payroll Advisors.

Quantifiable outcome

• 200+ trusted clients served
• +1 more outcomes

Named customers7 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Four partnerships are on record, tiered core and supporting.

• XerocoreTechnology or IntegrationBooks and Bas is a Xero Gold Partner and Xero Certified Advisor with Xero Payroll Certification. The company provides Xero setup, training, conversion, and ongoing support services to clients. Staff are Xero certified and serve as Xero advisors.
• MYOBcoreTechnology or IntegrationBooks and Bas provides MYOB AccountRight training (live or desktop versions) and support services. The company can organise conversion of existing MYOB accounting files.
• Extended Network of Accountancy FirmssupportingStrategic or Co-development PartnerBooks and Bas maintains an extended network of trusted accountancy firms across Melbourne. These partnerships enable holistic service delivery to clients, allowing the company to coordinate on behalf of clients and save them accounting fees. The company can refer clients to these partners for services beyond its scope.
• HR Advisers NetworksupportingStrategic or Co-development PartnerPartnership network includes HR advisers across Melbourne to provide comprehensive business support services alongside bookkeeping and payroll offerings.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Bench Accounting: North American bookkeeping SaaS-plus-service offering dedicated bookkeepers for SMBs with monthly financial statements. Highly comparable business model: bundled software + human bookkeeping for small businesses.
• Pilot: US-based bookkeeping, accounting, and CFO services provider targeting SMBs and startups, combining dedicated bookkeepers with software tooling. Closely aligned offering, customer segment, and tech-enabled professional services model.
• inDinero: Outsourced bookkeeping, accounting, tax, and CFO services for SMBs and growth-stage companies. Direct comparable on bundled back-office services and SMB customer profile.

Regional players

• Bottrell Business Services: Australian Newcastle-based bookkeeping, BAS, and accounting firm serving SMBs across Australia. Direct regional comparable in bookkeeping and BAS preparation for SMBs, with similar service scope.
• BKPlus Bookkeeping: Australian BAS agent and bookkeeping firm offering cloud-based bookkeeping, payroll, and BAS lodgement for small businesses. Direct comparable on BAS, payroll, and cloud-bookkeeping services for the same SMB segment.
• Acis Bookkeeping & Accountancy: Australian bookkeeping and accountancy provider offering BAS, payroll, and Xero/MYOB support to SMBs. Direct regional comparable on service mix and Australian SMB target market.

Broad incumbents

• QuickBooks / Intuit: Leading global small business accounting platform also offering human-assisted 'QuickBooks Live' bookkeeping. Broad incumbent in the SMB bookkeeping space with overlapping functionality and a comparable target market.
• H&R Block: Large-scale tax preparation and bookkeeping services provider with physical retail and digital channels targeting consumers and small businesses. Broader incumbent offering overlapping bookkeeping/tax-adjacent services at significantly greater scale.

Others

• Xero: Cloud accounting platform whose Books and BAS is a Gold Partner of. Not a direct competitor to the firm's services but a key ecosystem/enablement partner and indirect competitor to in-house bookkeeping through its automation features.
• MYOB: Major Australian accounting and payroll software platform that Books and BAS also trains and supports. Ecosystem partner and indirect competitor offering automation that could substitute for human bookkeeping services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/books-and-bas-by-kerrie-battisson

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Books and Bas