100% Remote • Australia-Ready

Accounting & Tax Managed Remote Capacity.

Complete remote compliance and advisory back-office infrastructure for Australian CA/CPA accounting firms. Senior Chartered Accountant-reviewed workpapers at published rates of $3.00 to $7.50 / hr.

View Backoffice Rates → Book a Paid Pilot
24–48hr Turnaround SLA • Two-Tier Senior CA Review • Direct Login (XPM, HandiSoft, Class, MYOB) • 4.5+ hrs AEST Overlap
Core Practice Catalog

Service Modules & Deliverables

Review exact deliverable specifications, workpaper structures, and turnaround SLAs across our five core practice modules.

Service Module 01

Tax Preparation & Statutory Compliance

Full-cycle tax return preparation and workpaper compilation across all Australian business and individual entity structures. Delivered ready for your final partner review and ATO lodgment.

Two-Tier Quality Review: Every draft return includes fully referenced lead schedules, Division 7A interest calculations, and depreciation schedules verified by a Senior CA.

Included Deliverables:

  • ✓ Company Tax Returns (CTR): Reconciliation of financial accounts to taxable income, franking account schedules, and R&D tax offset calculations.
  • ✓ Trust & Partnership Returns: Discretionary and unit trusts, beneficiary distribution resolutions, and capital gains tax (CGT) discount methods.
  • ✓ Individual (ITR) & Sole Trader: Salary & wages, motor vehicle logbooks, rental property capital allowances/deductions, and investment schedules.
  • ✓ Division 7A Benchmark Interest: Loan agreement reviews, minimum yearly repayment schedules, and distributable surplus calculations.
  • ✓ Depreciation Schedules: Small business simplified depreciation pool calculations and prime cost vs. diminishing value asset tracking.
Service Module 02

Bookkeeping & Periodic Lodgments

Free your senior accountants from routine data entry. We maintain pristine, real-time client ledgers in Xero, MYOB, or QuickBooks Online so your month-end reviews are effortless.

Included Deliverables:

  • ✓ Daily / Weekly Bank Feed Coding: Rule-based automated allocation, receipt matching, and suspense account reconciliation.
  • ✓ Accounts Payable & Receivable (AP/AR): Supplier bill entry via Dext/Hubdoc, invoice aging reviews, and debtor collection follow-up reports.
  • ✓ STP Phase 2 Payroll Processing: Weekly/fortnightly pay runs, award rate compliance, salary sacrifice, and leave accruals.
  • ✓ Superannuation Clearing House: Quarterly Super Guarantee (SG 11.5%) calculations and clearing house batch execution.
  • ✓ BAS & IAS Statement Preparation: GST 1A/1B reconciliation, PAYG withholding calculation, and draft portal entry.
Service Module 03

SMSF Administration & Audit Packs

Complete annual processing and audit preparation for Self-Managed Super Funds in Class Super, BGL Simple Fund 360, and SuperMate.

Independent Auditor Ready: We deliver fully verified, 20-point indexed electronic workpaper packs that enable independent SMSF auditors to sign off in record time with zero friction.

Included Deliverables:

  • ✓ Transaction & Corporate Action Matching: Automated matching of dividend reinvestments, share buybacks, rights issues, and bank interest.
  • ✓ Property & Unlisted Asset Revaluations: Rental income reconciliation, council rate notices, and independent market valuation indexing.
  • ✓ Member Statements & Pension Drawdowns: Minimum pension drawdown compliance, transfer balance cap (TBC) calculations, and ECPI tracking.
  • ✓ Draft SMSF Annual Return (SAR): Income calculations, capital gains schedules, regulatory levy, and auditor contravention report checks.
  • ✓ 20-Point Pre-Audit Dossier: Complete indexed electronic workpaper dossier for independent auditor sign-off.
Service Module 04

Wealth Advisory & Family Office Back-Office

Eliminate administrative back-office drag for AFSL holders, wealth advisory firms, and multi-family offices. We handle tedious entity reporting, investment reconciliations, and trust distribution schedules so senior advisers can focus purely on client wealth strategies.

Zero Licensing Conflict: MCR Associates does not provide financial advice. We operate strictly as an invisible back-office processing team under binding Non-Solicitation covenants.

Included Deliverables:

  • ✓ Multi-Asset Portfolio Reconciliations: Daily and monthly matching of ASX equities, global shares, managed funds, and unlisted investment feeds.
  • ✓ Corporate Action & Dividend Tracking: Reconciling dividend reinvestment plans (DRP), rights issues, capital returns, and share buybacks.
  • ✓ Entity Balance Sheets & Cash-Flow Statements: Compiling statutory and management balance sheets for private company, trust, and family office structures.
  • ✓ Trust Distribution Schedules & Workpapers: Beneficiary entitlement tracking, streaming calculations, Division 7A sub-trust balances, and family trust elections.
  • ✓ Adviser Reporting Dossiers: Consolidated family group net-worth reports and asset allocation workpapers prepared for adviser review.
Service Module 05

Virtual CFO & Management Accounting Pods

Enable your accounting or bookkeeping practice to deliver high-margin Virtual CFO and outsourced management accounting to your business clients without recruiting expensive onshore staff ($85k+).

100% White-Label Delivery: All management packs, cash-flow models, and client communications are produced seamlessly behind your practice brand and supervisory authority.

Included Deliverables:

  • ✓ Monthly Management Reporting Packs: Tailored P&L, balance sheet, debtor/creditor aging, and KPI dashboard reporting with executive summary insights.
  • ✓ 3-Way Cash Flow Forecasting: Rolling 13-week and 12-month integrated cash-flow models compiled in Spotlight, Fathom, or Excel.
  • ✓ Budgeting & Variance Analysis: Tracking actual financial performance against approved annual budgets and identifying margin leakage.
  • ✓ Full AP/AR Ledger Management: Supplier batch payment preparation, remittance advice generation, and debtor DSO reduction workflows.
  • ✓ Year-End Workpaper Handover: Reconciled trial balances and lead schedules formatted for immediate tax partner review and lodgment.

Frequently Asked Questions

Clear answers regarding turnaround, software access, and engagement models.

What software platforms do your accounting teams support? +

Our teams operate directly inside your firm's existing software licenses: Xero Practice Manager (XPM), Access HandiSoft (via secure Windows RDP), MYOB Practice Solutions, LodgeiT, QuickBooks Online (QBO), Class Super, BGL Simple Fund 360, and SuperMate.

  • ✓ Zero data migration: Work is performed directly inside your cloud or hosted Australian servers.
  • ✓ Two-tier quality assurance: Every file is prepared by a qualified accountant and reviewed by a Senior Chartered Accountant.
  • ✓ 100% compliance with Tax Agent Services Act 2009 (TASA) and TPB supervisory arrangements.
How do you handle complex tax reconciliations such as Division 7A, trust streaming, and CGT discounts? +

Our Senior Chartered Accountants verify all benchmark interest rates, minimum yearly repayments (MYR), loan agreements, distributable surplus calculations, trust distribution minutes, and small business CGT concessions prior to file sign-off.

  • ✓ Division 7A loan schedules with benchmark interest and MYR calculations.
  • ✓ Trust streaming resolutions and beneficiary distribution minute checks.
  • ✓ Comprehensive referenced lead schedules compiled for ATO audit defense.
What is your standard turnaround SLA across tax return preparation and SMSF accounts? +

We maintain a guaranteed 24–48 hour turnaround on standard Company, Trust, and Individual tax returns upon receipt of complete client records. Standard SMSF annual fund files are processed within 3–5 business days, including full 20-point pre-audit indexing.

  • ✓ 24–48hr SLA on standard entity tax return preparation and BAS workpapers.
  • ✓ 3–5 day turnaround on complete annual SMSF funds with complex multi-asset portfolios.
  • ✓ Real-time visibility through daily job status tracking in your practice management tool.
Can we start with a pilot batch before committing to a monthly retainer? +

Yes. Australian practices can test our quality via our 10-day Paid Pilot Program (submitting 2 live overflow tax files or 1 SMSF pre-audit pack) billed strictly at published rates ($3.00–$7.50/hr or $60.00/fund) with zero lock-in contracts.

  • ✓ Zero lock-in commitment on pilot test files.
  • ✓ Prepared directly inside your existing software templates and lead schedules.
  • ✓ Includes complete electronic workpapers, reviewer notes, and senior CA video walkthrough.
How does an MCR Associates engagement begin? +

An engagement begins by defining the work scope, the client-controlled software environment, access requirements, turnaround expectations and review process. A paid pilot can be used before moving to recurring capacity.

  • ✓ The scope is matched to the relevant MCR Associates service desk and its published commercial model.
  • ✓ The client provides or approves the operating procedures, templates and escalation path for the work.
  • ✓ The client retains control over the pace and scale of the engagement.
Do we need to migrate to new software to work with MCR Associates? +

No. MCR Associates is designed to work in the client’s existing approved software, cloud environment or virtual desktop workflow. The exact tools supported depend on the service being engaged.

  • ✓ The client controls user access, permissions and multi-factor authentication.
  • ✓ Work is completed within the client’s approved templates and operating process.
  • ✓ The client retains ownership of its software licences, records and administrative settings.
How is client information handled during remote delivery? +

MCR Associates’s operating model is based on client-controlled cloud software or virtual desktop access and a Zero Local Storage policy. Specific access controls are agreed with the client as part of onboarding.

  • ✓ The client determines the access level required for the assigned work.
  • ✓ MFA, restricted permissions and client-approved environments can be used where available.
  • ✓ Confidentiality and data-handling requirements are established before operational work begins.
Who is responsible for final review and approval? +

The client retains responsibility for final review, approvals and any regulated or client-facing decisions. MCR Associates provides operational preparation and support within the agreed scope.

  • ✓ The relevant Australian licensed, registered or authorised client representative retains statutory responsibility where applicable.
  • ✓ Review checkpoints and escalation paths are agreed for the client’s workflow.
  • ✓ MCR Associates does not replace the client’s required principal, practitioner or decision-maker.
Can we start with a small or defined piece of work? +

Yes. A defined pilot or tightly scoped initial workflow can be used to evaluate operational fit, communication, quality review and turnaround before a broader capacity arrangement is considered.

  • ✓ The initial scope should identify the work type, required access and completion criteria.
  • ✓ The appropriate service desk and commercial model are selected according to the work required.
  • ✓ A successful pilot can be expanded only when the client is comfortable doing so.
Does MCR Associates work directly with our end customers or clients? +

MCR Associates operates as a B2B back-office support partner. Client-facing communication, regulated advice, decisions and relationship ownership remain with the client business unless a separate, approved scope explicitly provides otherwise.

  • ✓ Work is performed according to the client’s operational boundaries and approved procedures.
  • ✓ The client nominates the appropriate supervisor or escalation contact.
  • ✓ Confidentiality and non-solicitation commitments can be addressed within engagement terms.

TASA 2009 & TPB Regulatory Notice: MCR Associates delivers remote workpaper compilation, tax return preparation, SMSF ledger administration, and bookkeeping capacity under the direct supervision and control of Australian Registered Tax Agents, BAS Agents, or Chartered Accountants / CPAs under the Tax Agent Services Act 2009 (TASA). MCR Associates does not act as a public tax agent for retail taxpayers and does not directly lodge returns with the Australian Taxation Office (ATO). The supervising registered Tax Agent retains sole statutory responsibility for reviewing all lead schedules, verifying tax positions, approving workpapers, and authorizing electronic lodgments.