At PlanSmart Pro, we support NDIS providers and businesses across various sectors with bookkeeping, financial reporting, and compliance, helping them stay focused on growth and delivering quality services.
We specialise in managing NDIS participant plans, ensuring funding is effectively allocated, invoices are processed accurately, and reports are clear and timely. Our goal is to take the stress out of managing your NDIS plan, so you can focus on achieving your goals.
Stay on top of your finances with our accurate bookkeeping and bank reconciliation services. We ensure every transaction is recorded correctly, giving you clarity and control over your cash flow. With an experienced team, we provide tailored support that keeps your financial processes smooth and compliant.
Gain a clear picture of your business performance with our detailed monthly reports. These include key financial metrics, cash flow analysis, and actionable insights, enabling you to make informed decisions and stay ahead.
We simplify the process of preparing and lodging your Business Activity Statements (BAS). Our team ensures accurate GST calculations, error-free submissions, and compliance with ATO deadlines, so you can avoid penalties and focus on growing your business.
Get executive-level financial oversight with our Virtual CFO services. From budgeting and forecasting to growth strategies, we provide expert advice and strategic planning to help your business thrive without the cost of a full-time CFO.
We work closely with your tax advisors to ensure seamless coordination and compliance. From preparing accurate financial data to assisting with tax filings, we help you minimise risks and stay stress-free during tax season.
Let us handle the day-to-day administrative tasks that keep your business running smoothly. From managing invoices and data entry to compliance reporting, our team provides reliable support tailored to your needs.
At PlanSmart Solutions, we take the stress out of managing finances and admin work. Whether you’re an NDIS participant, provider, or business owner, we help with plan management, bookkeeping, accounting, and everyday admin tasks; so you can focus on what matters most.
At PlanSmart Pro, we take the stress out of managing finances and admin work. Whether you’re an NDIS participant, provider, or business owner, we help with plan management, bookkeeping, accounting, and everyday admin tasks; so you can focus on what matters most.
We make managing your NDIS funds easy, our team ensures your invoices are paid on time, helps you understand your budget, and keeps everything compliant with NDIS guidelines; giving you peace of mind and more time for the things you love.
Running a business comes with a lot of responsibilities, and we’re here to lighten the load. From financial tracking to general admin and compliance, we help keep things organized, so you can focus on growing your business without the headaches.

At PlanSmart Pro, we simplify the financial side of your NDIS plan — so you can focus on achieving your goals.