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FOR PURPOSE Bookkeeping and Accounting - based in Melbourne logo

FOR PURPOSE Bookkeeping and Accounting - based in Melbourne

Offering Plan Management in Australian Capital Territory, New South Wales, Northern Territory for NDIS participants.

5.0 (3 reviews) Sole Trader ABN 13 758 164 684
NDIS Registered 1 service Serves 8 states
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About FOR PURPOSE Bookkeeping and Accounting - based in Melbourne

Australian Capital Territory

FOR PURPOSE Bookkeeping and Accounting is a registered NDIS service provider, providing plan management services to NDIS participants and their families Australia wide. We take care of the administration of managing your plan and budget, so that you can focus on what is important to you. We also provide bookkeeping services to self-managed participants, helping them manage their plans. As a self-managed participant, you can use your NDIS funding to purchase supports of your choice such as bookkeeping services.

This gives participants greater control over their own plan. As a Plan Managed participant with us you will have access to our Careview App, a Plan Management portal that has been designed to provide participants and their families a faster and easier way to view their NDIS funding in real time. We are an independent Plan Manager; we provide a personal service which means you will also speak with the same person.

Support at a glance

Delivery options

Online service · We come to you

Age groups

All ages (0 to 60+)

Languages

Greek, English

Service area

Australian Capital Territory, New South Wales, Northern Territory, Queensland, South Australia, Tasmania, Victoria, Western Australia

Services (1)

Supports listed by FOR PURPOSE Bookkeeping and Accounting - based in Melbourne, including where and how each service is delivered.

Plan Management

FOR PURPOSE Bookkeeping and Accounting is a registered NDIS plan management service provider, servicing participants Australia wide. We take care of the administration of managing your plan and budget, so that you can focus on what is important to you.

Australian Capital Territory · New South Wales · Northern Territory · Queensland · South Australia · Tasmania · Victoria · Western Australia View all 88 regions Hide regions

Australian Capital Territory — Capital Territory

New South WalesCapital Region, Central Coast, Central West, Coffs Harbour - Grafton, Far West And Orana, Hunter Valley Exc Newcastle, Illawarra, Mid North Coast, Murray, New England And North West, Newcastle And Lake Macquarie, Richmond - Tweed, Riverina, Southern Highlands And Shoalhaven, Sydney - Baulkham Hills And Hawkesbury, Sydney - Blacktown, Sydney - City And Inner South, Sydney - Eastern Suburbs, Sydney - Inner South West, Sydney - Inner West, Sydney - North Sydney And Hornsby, Sydney - Northern Beaches, Sydney - Outer South West, Sydney - Outer West And Blue Mountains, Sydney - Parramatta, Sydney - Ryde, Sydney - South West, Sydney - Sutherland

Northern TerritoryDarwin, Northern Territory - Outback

QueenslandBrisbane - East, Brisbane - North, Brisbane - South, Brisbane - West, Brisbane Inner City, Cairns, Central Queensland, Darling Downs - Maranoa, Gold Coast, Ipswich, Logan - Beaudesert, Mackay - Isaac - Whitsunday, Moreton Bay - North, Moreton Bay - South, Queensland - Outback, Sunshine Coast, Toowoomba, Townsville, Wide Bay

South AustraliaAdelaide - Central And Hills, Adelaide - North, Adelaide - South, Adelaide - West, Barossa - Yorke - Mid North, South Australia - Outback, South Australia - South East

TasmaniaHobart, Launceston and North East, South East, West and North West

VictoriaBallarat, Bendigo, Geelong, Hume, Latrobe - Gippsland, Melbourne - Inner, Melbourne - Inner East, Melbourne - Inner South, Melbourne - North East, Melbourne - North West, Melbourne - Outer East, Melbourne - South East, Melbourne - West, Mornington Peninsula, North West, Shepparton, Warrnambool And South West

Western AustraliaBunbury, Mandurah, Perth - Inner, Perth - North East, Perth - North West, Perth - South East, Perth - South West, Western Australia - Outback (North), Western Australia - Outback (South), Western Australia - Wheat Belt

We come to youOnline service
0-7 yrs8-16 yrs17-21 yrs22-59 yrs60+ yrs

Greek, English

Reviews (3)

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kathndis · 3 July 2024
5.0 Verified review

Having had a couple of really bad experiences with plan managers, it has been plain sailing since switching to FOR PURPOSE Bookkeeping and Accounting. Joanna is such a breath of fresh air. She is highly efficient, pleasant to talk to every time and always responds in a timely manner. Nothing seems to be too much trouble and it is very reassuring to know my plan is in such good hands.

Response from FOR PURPOSE Bookkeeping and Accounting - based in Melbourne

Thank you for the nice review.

Dela · 9 June 2022
5.0 Verified review

I have directly used For Purpose Bookkeeping & Accounting to manage my complex NDIS funding since January 2019. I have been impressed with the consistancy, knowledge and understanding that Joanna has demonstrated in a relaxed and personable way. It has been a relief to not have to worry about this side of my care. Highly recommended.

Response from FOR PURPOSE Bookkeeping and Accounting - based in Melbourne

Hello Dela, thank you for review and positive feedback. I look forward to our continued working relationship and service provided to you.

agp4 · 13 April 2022
5.0 Verified review

Joanna`For Purpose Bookkeeping' has been looking after my daughters NDIS plan for 3 years. As her plan nominee I have been self managing her plan. Joanna`s service has always been prompt , reliable, effecient and presented in a way that is easy for me to understand. All income and expenditure has been presented on excel sheets so that I can easily track the status of the plan. Payments and bank balances are easily understood and if there are any queries responses are prompt. Budgets and performance against budgets is also clear. We have a trusted relationship that I really appreciate. I recommend Joannas service and believe that it will be individually tailored to your own circumstances and needs. Thankyou Joanna your service quality is greatly appreciated.

Contact Information

Phone

Service Areas

Australian Capital Territory, New South Wales, Northern Territory, Queensland, South Australia, Tasmania, Victoria, Western Australia

Provider Details

ABN
13 758 164 684
Organisation type
Sole Trader
NDIS registration
Registered

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