Practice management software for accountants in Newcastle
Finye is practice and client-management software for Newcastle accounting and bookkeeping firms. Manage client work, deadlines and billing in one place.
Newcastle and the wider Hunter region support a busy mix of accounting and bookkeeping practices, serving everything from sole traders and tradies through to small companies, family trusts and self-managed super funds. Whether your office is in the CBD, out at Charlestown or across in the Hunter, the day-to-day reality is the same: client requests arriving by email and phone, BAS and tax deadlines stacking up, and time that needs to be captured and billed before it slips away.
Finye brings that work into one place. It is practice and client-management software built for Australian accounting and bookkeeping firms, combining a client database, a work-item desk for jobs and requests, recurring compliance jobs, time tracking, invoicing and a client portal. Instead of juggling spreadsheets, shared inboxes and reminder notes, your team gets a single view of who owes what, what is due, and what is in progress.
Running a modern Newcastle practice
A growing Newcastle firm rarely outgrows its client list before it outgrows its systems. Finye keeps every client record in one structured place, whether the client is a company, trust, partnership, sole trader or SMSF, each with their own contacts, documents and history. Your team can see the full picture of a client without digging through email threads or asking a colleague.
Inbound client requests become work items on a board you can view as a kanban or a list. Each work item carries its own status workflow, priority, assignee, comments, attachments, checklists and subtasks, so nothing falls through the cracks during a busy lodgment period. Email-to-ticket turns inbound client emails into work items automatically, which means a request from a Lake Macquarie tradie or a Maitland retailer lands on the right board rather than sitting unread in a shared inbox.
Managing client work and recurring jobs
Most of an accounting practice's workload repeats. Quarterly BAS, monthly bookkeeping, annual income tax returns and ASIC reviews come around on a predictable cycle, and Finye handles that with templated recurring jobs that auto-generate when they are due. You set the template once and the work appears on schedule, already assigned and ready to action.
Time tracking and a WIP ledger sit alongside the work itself. Staff record time against jobs at their own charge-out rates, and you can bill straight from WIP into draft invoices, apply write-offs, and keep an eye on recoverability. When it is time to get paid, invoices go out with Stripe or Square payments, automated reminders and a public pay page, and clients can settle directly through the portal. Our guides walk through setting up recurring work and billing from WIP step by step.
Staying on top of ATO and NSW deadlines
For Australian firms the calendar is unforgiving, and the consequences of a missed lodgment fall on the practice as much as the client. Finye's compliance engine tracks lodgment obligations and due dates, BAS, IAS, income tax returns and ASIC reviews, with a dashboard and a per-client view so you always know what is coming up and what is overdue.
Newcastle practices also field plenty of state-level questions, and it helps to have client records and correspondence organised when those come up. Beyond the ATO, NSW businesses deal with Revenue NSW on matters such as state payroll tax once their Australian wages cross the relevant threshold, along with land tax and stamp duty. Finye does not lodge state returns for you, but keeping each client's entity details, contacts, documents and engagement history in one tidy place makes it far quicker to answer a payroll tax query or pull the right paperwork together. Engagement letters and e-signing via Annature or DocuSign mean you can get scope agreed and signed before the work starts, with post-sign automation kicking off the job.
Getting started
Moving a practice onto new software during the financial year can feel daunting, but Finye is built to bring a Newcastle firm across without disruption. You can import your client list, set up your boards and recurring jobs, and connect Xero for two-way syncing of clients and contacts so your records stay aligned. Document and PBC requests plus AML/KYC onboarding tools help you collect what you need from new clients in a structured way.
If you are weighing up your options, it is worth seeing how the pieces fit together for your own client base. Start a free account and set up a board or two with your real recurring jobs, then explore the guides to get the most out of the compliance engine, WIP billing and the client portal. For a busy Newcastle practice, the goal is simple: less time spent chasing information and reminders, and more time on the advisory work clients actually value.