Solutions For Every Client’s Needs

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my range of services gives you more time to build, grow, and improve Your Business’s performance

During my initial meeting with a new client and I usually find:

• Your accounts are in a mess due to poor knowledge of bookkeeping
• You are often behind with BAS and Tax Return lodgment and are receiving fines
• Your filing systems are inadequate at best and non-existent at worst 
• You are snowed under with their growing business and can’t manage the bookkeeping yourself any longer. You prefer to be working on your business instead of in it.
• Contact information duplicated or out of date

And the things I will achieve:

• Ascertain your bookkeeping needs and put systems in place
• Complete a full check of everything in Xero
• Customise your current bookkeeping systems and advise

bank reconciliation

Keeping track of your business with all accounts reconciled and verified

• Bank
• Credit Cards
• PAYG
• Staff super
• GST control accounts
• Loan accounts (including inter-company loan accounts)

payroll

Expert knowledge and implementation of all of your staffing payroll and  super requirements …

• Process payroll when required Weekly/Fortightly/Monthly
• Pay staff – from your bank account or prepare reports for you to pay them
• Payment of Superfunds either monthly or quarterly
• Payment of PAYG quarterly

invoicing

Know and manage what’s due, what’s overdue, how’s the cashflow situation

• Data entry Debtor invoices
• Data entry Debtor payments
• Reconcile Aged Receivables
• Chasing overdue invoices

bills

Know and manage what’s owed, what’s overdue, how’s the cashflow situation

• Data entry of Creditor invoices
• Pay bills
• We can pay bills on your behalf with access from your bank account
• Data entry of Creditor payments
• Reconcile Aged Payables

financial reporting

Specific reporting as required by you which can involve all or some of the information below

• Monthly Profit and Loss and Balance Sheet
• Bank Reconciliation reports
• Quarterly Financial Reports and analysis
• Quarterly Fitness Review (including graphs and charts)

eofy processes

• Reconciling all BAS’ lodged for the year with the GST Control Accounts
• Reconciling wages, PAYG & Super before preparing STP finalisation
• Providing accountant with data file and end of year reconciliations for Tax Return Preparation