NDIS Bookkeeper in Geelong

True Tally is a specialist bookkeeper in Geelong working exclusively with NDIS providers, allied health practices, and service-based businesses.

The two biggest financial headaches for NDIS providers are PACE pricing compliance and keeping records that stand up to an NDIS audit — and both are exactly what True Tally handles. If you are ready to hand this off to someone who knows your sector, get in touch for a free 30-minute consultation.

Who We Work With

True Tally works with a range of NDIS businesses across the Geelong region, including:

Registered NDIS providers
Unregistered NDIS providers
Independent support workers (sole traders)
Support coordination businesses
Allied health providers delivering NDIS-funded services
Small NDIS organisations with 1–10 staff

What We Handle for NDIS Providers

Our Bookkeeping Services for Businesses Servicing NDIS Participants

We provide reliable bookkeeping services for Barwon Heads businesses that need clear, accurate, and compliant financial records.

From BAS lodgements and payroll management to accounts receivable, payable, and cash flow tracking, our solutions are designed to keep your finances organised and up to date.

With expert support and modern cloud tools like Xero, we help local businesses stay in control of their numbers and focus on sustainable growth.

1 PACE pricing and support category coding

The NDIS PACE system uses specific support categories and line items that must match exactly when you submit claims. Errors in coding lead to rejected claims, delayed payments, and potential compliance issues. True Tally keeps your books aligned with the current NDIS price guide so every claim goes through clean.

2 BAS lodgement for NDIS providers

Most NDIS supports are GST-free, but not all — and the distinction matters when it comes to your Business Activity Statement. Getting the GST treatment wrong can mean overpaying tax or facing ATO scrutiny.

3 Support worker payroll and superannuation

Paying support workers correctly — including the right award rates, super contributions, and STP reporting — is a compliance obligation that cannot be missed. True Tally manages your payroll end to end, so your team gets paid accurately and on time, and your obligations to the ATO are met.

4 Audit-ready record keeping

NDIS auditors look for clear evidence that services were delivered, claimed correctly, and documented in line with your registration obligations. This means matching invoices, service agreements, shift notes, and claims data that all tell the same story. True Tally structures your records so that if an auditor arrives, you are ready.

5 Xero setup and chart of accounts for NDIS

A generic Xero setup does not work well for NDIS providers — you need a chart of accounts that maps to NDIS support categories so your reporting is actually useful. True Tally is a certified Xero advisor and sets up or restructures your Xero file specifically for NDIS service delivery. You get a clean, organised system from day one.

Monthly reporting by support category

Knowing which support categories are generating income — and which are running at a loss — helps you make better decisions about your services and staffing. True Tally produces monthly reports that break down your revenue and expenses by NDIS support category. You get a clear picture of your business without having to dig through the numbers yourself.

5 Why Use a Local Geelong Bookkeeper for Your NDIS Business?

Working with a Geelong-based bookkeeper means you can meet face to face when you need to, rather than trying to explain your situation over email or to someone who has never seen the Geelong NDIS market. True Tally understands the local network of support coordinators and plan managers, which matters when questions arise about billing or service agreements.

Being in the same timezone also means you get same-day responses when something urgent comes up — not a reply the next morning from the other side of the country. And unlike a generalist bookkeeper who works across retail, trades, and hospitality, True Tally works exclusively with service, allied health businesses and NDIS providers, so the advice you get is specific and current.

How We Work

Getting Started Is Easy..

Free 30-minute consultation — we review your current setup, identify any compliance gaps, and explain exactly what we would do differently.

We take over your Xero file, clean it up, and set up NDIS-specific categories so your chart of accounts reflects how your business actually operates.

Ongoing monthly bookkeeping, BAS lodgement, and payroll — all for a fixed monthly fee with no surprise invoices.

A Tier for Every Business

Our pricing plans are crafted to offer flexibility and value, ensuring you find the perfect fit without compromise.

Essential Foundations

Our basic plan is ideal for startups, offering essential tools and support for financial stability.

Growth Accelerator

The standard plan fits growing businesses, balancing cost and features for optimal growth.

BEST DEAL

Premium Plan

Perfect for established companies seeking comprehensive management and expert guidance.

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Get in touch with us to unlock insights and opportunities tailored to your business needs.

Our team is ready to assist you with swift and effective solutions.

Frequently Asked Questions

What is the GST treatment of NDIS services?

Most supports delivered under the NDIS are GST-free under the GST Act, which means you do not charge GST on those services and cannot claim GST credits on related costs. However, some activities — such as providing general goods or non-NDIS services — may still attract GST.

Getting this wrong affects your BAS and your pricing, so it is worth having a bookkeeper who understands the rules.

Can you help my business stay compliant with ATO requirements?

Yes, we ensure your books are maintained accurately and your activity statements are prepared before deadlines. Our bookkeeping services help Barwon Heads businesses stay compliant with ATO regulations and avoid costly mistakes.

Do you offer payroll support for small businesses?

Absolutely. We help businesses manage payroll efficiently, from setting up your first employee to running regular pay runs, managing superannuation, and ensuring accurate reporting.

How can bookkeeping help improve my business cash flow?

Professional bookkeeping gives you clear visibility into your finances. By tracking income, expenses, and outstanding invoices, we help you maintain consistent cash flow and make better financial decisions.

Do you work with businesses remotely or only in Geelong?

We work flexibly with businesses remotely across Victoria.

Meetings can be arranged in person at your business, virtually through cloud accounting platforms, or by phone depending on your preference.

How does PACE pricing affect my bookkeeping?

The NDIS PACE system requires that every service you claim is linked to a specific support category, support purpose, and line item from the NDIS Price Guide. If your bookkeeping categories do not align with these line items, your claims can be rejected or your reporting becomes meaningless. True Tally structures your Xero chart of accounts around PACE categories so your claims and your books match from the start.

What records do I need to keep as an NDIS provider?

NDIS providers are required to keep records that demonstrate services were delivered as claimed, including service agreements, invoices, attendance records or shift notes, and evidence of participant consent. The NDIS Commission can request these records at any time, and registered providers face additional documentation requirements as part of their audit cycle. True Tally helps you build a record-keeping system that meets these obligations without creating unnecessary paperwork.

Can you help me get audit-ready for my NDIS registration renewal?

Yes — this is one of the most common reasons NDIS providers come to True Tally. Registered providers must undergo a verification or certification audit as part of their registration renewal, and auditors will examine your financial records alongside your operational documents. True Tally reviews your books, identifies any gaps in documentation, and helps you present clean, well-organised financial records before your audit date.

How much does NDIS bookkeeping cost?

True Tally works on a fixed monthly fee model, so you always know what you are paying and there are no surprise invoices at the end of the month.

The fee is based on the size and complexity of your NDIS business, including factors like the number of support workers, the volume of transactions, and whether you need payroll and BAS lodgement included. Contact True Tally for a quote specific to your setup.

Do you work with both registered and unregistered NDIS providers?

Yes. True Tally works with both registered and unregistered NDIS providers across Geelong. Registered providers face more stringent compliance and audit requirements, while unregistered providers must still meet NDIS rules around pricing, record keeping, and service agreements.

The bookkeeping approach is tailored to your registration status so you are meeting the right obligations without unnecessary overhead.

Can you set up Xero for my NDIS business from scratch?

Yes — True Tally is a certified Xero advisor and can set up a Xero file from the ground up for new NDIS providers. This includes building a chart of accounts aligned to NDIS support categories, configuring payroll for support workers, and connecting your bank feeds. If you already have a Xero file that is not set up correctly, True Tally can also clean it up and restructure it so it works for your business.

A Tier for E

We work flexibly with business across Greater Geelong and Melbourne, Victoria businesses to meet collaboratively in person within their business, virtually, or by phone as needed.

There are no silly questions in business and we feel that you should be across your numbers at all times to make the right decisions to propel your business forward.

Get in Touch with Us

Feel free to contact us anytime. We’re here to answer your questions and provide fast, friendly support.