Personal finances, professionally managed
For busy professionals, families, retirees and investors – we keep your personal financial records organised, your investments tracked and your tax returns done right.
- Investment property and share records kept
- Family trust and individual returns together
- Bills and household admin organised
Your personal affairs deserve the same care as a business
Investment properties, share portfolios, a family trust, a self-managed super fund with another adviser, kids' expenses and household bills – personal finances can easily become as complex as a small business, without the systems to match.
We provide discreet, organised bookkeeping for individuals and families, so everything's ready when tax time arrives and you always know where you stand.
- Receipts and statements scattered everywhere
- Rental property records incomplete
- Share and crypto history hard to track
- Family trust paperwork left to June
- Tax time is stressful
How we help private clients & families
Household bookkeeping
Personal income and expenses tracked in a simple, secure system.
Investment properties
Rental income, expenses, loans and depreciation recorded throughout the year.
Share & crypto records
Portfolio transactions and cost base records for capital gains.
Family trusts
Trust accounts, distribution planning and resolutions before 30 June.
Individual tax returns
Returns for every family member prepared together.
Discreet & secure
Confidential handling with secure document storage.
A practical guide to bookkeeping for private clients & families
Personal finances can become as complex as a small business: investment properties, share portfolios, cryptocurrency, a family trust, children's expenses and household bills. Keeping records throughout the year – rather than scrambling in July – makes tax time faster and more accurate, and helps you claim everything you're entitled to.
For property investors, that means recording rent, expenses, loan interest and depreciation. For share and crypto investors, it means keeping cost base records for capital gains. For family trusts, it means planning distributions before 30 June and documenting trustee resolutions properly.
TK Bookkeepers provides discreet, organised bookkeeping for individuals and families and prepares every family member's return together, working alongside your financial planner, broker and lawyer where needed.
- Rental property records
- Capital gains cost bases
- Family trust distributions
- Household budgeting
- Returns for the whole family
- Adviser coordination
One trusted adviser for the whole family
We look after the whole family group – individuals, family trusts and investment companies – so decisions are made together and nothing falls through the cracks. We're also happy to work alongside your financial planner, mortgage broker and lawyer.
- Rental schedules
- Capital gains records
- Family trust accounts
- Budgeting support
- Bill management
- Adviser coordination
- Personal bookkeeping
- Individual tax returns
- Trust tax returns
- Financial statements
- Tax planning
Getting started is easy
Switching bookkeepers is simpler than you think. We handle the transition for you.
Free consultation
A 30-minute chat about your business, your software and what's not working.
Fixed-fee proposal
A clear scope and fixed monthly fee – no timesheets, no surprise bills.
Onboarding
We tidy up your file, connect your apps and set up your reporting.
Ongoing support
Books, BAS, payroll and tax handled, with a real person on call.
Popular services for private clients & families
Individual tax returns
Every deduction you're entitled to, lodged properly
Trust tax returns
Trust returns, distributions and resolutions handled
Financial statements
Year-end financial statements for owners, banks and lenders
Business insights
KPIs, budgets and cash flow forecasts that guide decisions
Catch-up bookkeeping
Months or years behind? We'll bring you up to date
Company tax returns
Company returns prepared and lodged by a registered tax agent
Private clients & families bookkeeping FAQs
Who is private client bookkeeping for?
It suits busy professionals, business owners, retirees and families with investment properties, share portfolios, trusts or complex personal finances.
Can you manage my rental property records?
Yes. We record rental income and expenses, loan interest and depreciation during the year so your rental schedule is ready at tax time.
Do you manage self-managed super funds?
We focus on personal, trust and company affairs. If you have an SMSF, we're happy to coordinate with your SMSF accountant, administrator and auditor.
Other industries we support
Construction & trades
Job costing, progress claims, subbies and TPAR sorted.
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Practice software, GST-free services and contractor pay.
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Project fees, WIP and profitability by stage.
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Service fees, practitioner payments and payroll tax risk.
ExploreProfessional services
Billable time, retainers and utilisation reporting.
ExploreMarketing & creative agencies
Retainers, freelancers and profit per client.
ExploreE-commerce & online retail
Shopify, Amazon, Stripe and inventory reconciled.
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Systems, forecasts and structure for the next stage.
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