About Proactive Business Services

Your Trusted Financial Partner Since 2000

Our Story

Founded in 2000, Proactive Business Services has grown from a dedicated bookkeeping company into a full-service advisory firm. For over two decades, we've been helping small businesses across Australia to thrive financially.

Our journey reflects our commitment to evolving with our clients' needs. As your business grows, so do our services – ensuring you always have the financial support you need, when you need it.

What We Do

We don't just crunch numbers – we provide clarity, confidence, and control over your finances. Here's how we help businesses like yours every day:

Update your books in Xero

Process and schedule bill payments

Manage cash flow and flag any concerns proactively

Prepare financial reports for your review

Handle your BAS, payroll, and tax obligations

You approve payments weekly and get proactive access to your financial data, putting you in control while we handle the heavy lifting.

The Proactive Difference

What sets us apart? It’s our commitment to:

Proactive Service

We flag financial issues before they become problems.

Industry Expertise

Specialised knowledge in key industries.

Clear Communication

We speak your language, not accountant-ese.

Fixed Pricing

No surprises or hidden fees – just transparent, value-based pricing.

Technology-Driven

Leveraging the latest tech for efficiency and real-time insights.

Who We Serve

Our ideal clients are Aussie business owners who want comprehensive proactive financial management and strategic insights.

Whether you’re a startup finding your feet or an established business looking to scale, we have the expertise to support your financial journey.

Mission Statement

Every day, we deliver real-time financial insights and advisory through cutting-edge technology and lightning-fast service.

Vision Statement

We are the leading finance and tax partner to business owners, achieving more for our clients than any other firm.

Our Values

Tech-Driven Excellence

We use cutting-edge technology for superior service.

Proactive Speed and Precision

Providing real time, accurate financial insights.

Client Partnership

Open communication, celebrating wins, tackling challenges.

Integrity

Upholding the highest ethical standards in all our actions.

Meet Our Team

Led by our principal, Ray McCarthy (CPA, Tax Agent), our team of 11 dedicated professionals brings a wealth of experience and expertise to serve you better. With a mix of CPAs, tax agents, and bookkeeping specialists, we're equipped to handle all your financial needs.