The Vault Bookkeeping - Xero Bookkeeper Hunter Valley

The Vault Bookkeeping Pty Ltd was founded in 2017 and is a registered BAS agent. Katie Williams is the founder, Company Director and BAS Agent. The business is family-oriented, with family at the heart of its values. The team includes BAS Agent Josie Taylor, who joined in June 2023. Senior Bookkeeper Katrina Roxby joined in September 2023 and is working toward BAS Agent registration. Donna March has been with the business since 2020 and has over 30 years of banking and lending experience. Abbie Whitehorn has over 15 years of hands-on bookkeeping experience. The business specialises in supporting trades, construction, and service-based businesses.

Katie Williams specialises in supporting businesses in building and construction, allied health, retail, and hospitality sectors. Katie Williams serves on the ATO E-invoicing panel and is the ICB Network Facilitator for the Hunter. Katie Williams was recognised as the inaugural LUCA Award Bookkeeper of the Year and Network Leader of the Year for 2024. The business works with software including Xero, XBert, ServiceM8, Tradify, Hubdoc, Wunderbuild, BuildXact, Ignition, Karbon, Fireflies, and Deputy. Main services include bookkeeping, BAS and tax compliance, payroll, reporting, and software optimisation.

The Vault Bookkeeping - Xero Bookkeeper Hunter Valley has built a loyal following among small business owners around Maitland, with several customers noting they have stayed with the firm for years. Katie is named repeatedly as the driving force behind the service, described as knowledgeable, approachable and generous with her time; one reviewer recalls that she answered every question without hesitation. Clients frequently highlight the firm's responsiveness, with messages and requests handled promptly and without fuss.

A recurring theme is the order brought to messy or neglected books: reviewers describe having their accounts tidied, structured and corrected, including situations where a previous bookkeeper had left matters in disarray. The team's expertise is a point that comes up often, with customers reporting that their books are accurate and ready for their accountant at tax time, and that efficient systems have been set up to keep operations running smoothly. Friendly, professional dealings are mentioned alongside meticulous attention to detail, and the team is also described as community minded. Small businesses appear to be the core of the client base, and the work spans bookkeeping, BAS preparation and broader operational organisation.