Regulation and responsibilities
Important information for current and prospective clients.
This page is designed to make Roar’s registration, scope, responsibilities and complaints pathways easy to find.
Registered BAS-agent details
Roar Bookkeeping is the registered business name of Kimberly Leesa Ryan, sole trader, ABN 63 228 359 336. Kimberly Ryan is a Registered BAS Agent, registration number 26231383.
The TPB Register records the status “Registered”, a current expiry of 1 December 2027, and no registration conditions. These details were checked against the TPB Register on 29 September 2026.
View the TPB registration record · View the ABN record
Conditions and prescribed events
The TPB Register records no current registration conditions. On 28 September 2026, Kimberly confirmed that no prescribed event requiring disclosure has occurred since 1 July 2022. Roar’s professional indemnity insurance is current. Roar checks this information at engagement and re-engagement and updates clients if circumstances change.
What Roar can provide
Under an accepted written engagement, Roar provides monthly bookkeeping, reconciliations, BAS and IAS services, superannuation record workflows, accounts payable and receivable support, catch-up work, software setup and training, management reports, and liaison with the ATO, tax accountant and other reporting bodies where within scope.
What is outside scope
Roar does not prepare or lodge income-tax returns and does not provide income-tax, legal, audit, insolvency, credit or financial-product advice. Where a matter falls outside scope, Roar refers or coordinates with an appropriately registered or licensed adviser.
Our responsibilities
Registered tax practitioners have obligations under the Tax Agent Services Act and Code of Professional Conduct. These include acting honestly and with integrity, complying with taxation laws, maintaining independence, taking reasonable care, providing competent services, maintaining confidentiality, managing conflicts and responding in a timely way.
The TPB’s Information for clients factsheet explains practitioner and client obligations in more detail.
Your responsibilities
- Provide complete, accurate and timely information.
- Tell Roar when relevant facts or records change.
- Keep source records for the periods required by law and the engagement.
- Review information and approvals requested from you.
- Meet payment and lodgement responsibilities that remain yours.
- Use secure access invitations rather than sharing passwords.
Concerns and complaints
Please raise a concern with Roar at [email protected]. Roar acknowledges a complaint within two business days, aims to provide an initial substantive response within ten business days and keeps the complainant informed if more time is reasonably required.
You may also complain directly to the Tax Practitioners Board. Read the TPB complaints process or use the TPB complaint form .
Confidentiality, records and technology
Client information is not disclosed to a third party without permission or a legal duty. The engagement identifies the cloud, accounting, storage, email and government providers used for the work. Separate permission is required before client information is sent to an AI service not already identified.
Roar uses managed business email, Microsoft OneDrive, and client-selected accounting platforms including Xero, MYOB and QuickBooks. Australian Government services such as Relationship Authorisation Manager and Online services for agents are used where required. Only systems needed for the engagement are authorised, and multi-factor authentication is enabled for Microsoft OneDrive.
Clients remain responsible for retaining their source records for the periods required by law. Roar separately retains records that evidence the BAS services it provides for at least five years. Identity-verification and other records are retained for the applicable legal period. A deletion request remains subject to those obligations.
Engagement comes first
Website information is general only. Roar does not act for you until it accepts a written engagement setting out the registered practitioner, scope, exclusions, fees, timing, software, permissions, responsibilities, termination and complaints process.
Information last updated 29 September 2026.