Experienced & Professional

Investment Properties

Property Investment for many is a way to develop future financial security.

Do you know exactly how your portfolio is performing?
Do you know which property is giving you the greatest return on rental income and capital growth?
What property is costing you the most to hold?
Where are all your costs going?
Do you meet ATO compliance?

Engaging a professional bookkeeper to set up your accounts will enable you to take charge of your investment property portfolio and treat it like a business. SmallBiz Bookkeeping will enable you to be compliant with ATO, correctly lodging any GST and tax returns.
Also, correct accounting software will allow you to produce accurate Profit and Loss statements for each property to determine the overall health of your portfolio. For example, say you have 5 properties in your portfolio, which of these are positively, negatively or neutrally geared? How much equity do you have access to? Can you purchase more property? Correct reporting can provide you with the information to make decisions to grow and consolidate your portfolio. Setting up your Investment Property bookkeeping system is the best investment to support your property portfolio, however it can be an involved process requiring the skills of a specialist with experience in bookkeeping specifically for investment properties.

SmallBiz can set up a software program to provide up-to-date accounts with regular reporting on the exact financial position of each property.
Reports provided will-
• help you see what are the exact holding costs for each property anytime
• identify which properties are positively, negatively or neutrally geared
• help you plan cashflow and determine the amount of buffer you will require to assist with managing the monthly holding costs
• save time at the end of the financial year by providing the financial reports for your Accountant to complete your tax return

If you want to know exactly where your investment property portfolio is heading and how each property is performing, then the SmallBiz Team of professional bookkeepers, located in the Sutherland Shire, have over 15years of experience in setting up and managing investment property accounts

Book Your Appointment Now

Accounting Softwares we are currently working with


Our Values

  • Considered as our first and foremost value
  • We aspire to be your most trusted Partner to work closely with a small group of clients offering them a totally focused service
  • We provide a professional service
  • Accuracy and attention to detail are of utmost importance to us
  • We are committed to offering a personalised and reliable level of service with timely and up-to-date legislative requirements



As a start up business I needed all the help I could get. Not only was Carol’s bookkeeping knowledge invaluable for my new business, but her extensive marketing experience and proven business and operation plans really helped.

They provided a crucial check list, including things I’d never consider, and gave my marketing a real direction. I’d definitely recommend SmallBiz Bookkeeping and marketing to any start up business.

Adam Spencer – Managing Director, Embryo Media

I engaged the services of SmallBiz Bookkeeping some 5 years ago, having met Carol Baldwin the principal of the company, at a trade seminar. Our company at the time required direction and accounting systems.
Carol is personal in her approach and I engaged her services because of this fact. I wanted a ‘face-to-face’ relationship. SmallBiz Bookkeeping changed and organised our systems and formalised the marketing strategies to accommodate our growing requirements.
SmallBiz is efficient and professional in both the accounting and marketing arms of their organisation. I have no hesitation in recommending their services to any organisation who wishes to expand or streamline their existing or new business.

Elizabeth Davis – Director, ProKlean Pty Ltd

I recently purchased my first investment property and I wanted to be able to keep account of all the expenses related to the purchase of my property and once renovations began, the related expenses as well as keeping track of rental income. I was also required to have an accurate and detailed history of my expenses and income associated with my property, each financial year, for the ATO.
I knew Carol ran a successful bookkeeping business so I approached her for advice and guidance with these issues. With Carol’s knowledge of both the property investment market and associated bookkeeping requirements she has enabled me to move forward confidently with the knowledge I will be able to keep ahead of the associated bookkeeping requirements and know where I am at with the progress of my property. She has also assisted me with various bookkeeping and ATO requirements I have had in my role of Administrator with a large manufacturing business. Carol has a broad bank of knowledge associated with the running of a business, accounting software and ATO requirements. I would highly recommend her services to both individuals and business owners.

Madeline – Property Investor