Our Services
Which of our services is right for your business?
Tailored Regular Bookkeeping
Whether you need regular financial management for your business or periodic reviews of your accounts, we customize a bookkeeping plan that suits your specific requirements.
Our bookkeeping service is ideal for businesses that:
- Lack time or have other pressing priorities to handle their own bookkeeping.
- Need regular financial data for effective business management.
- Seek peace of mind, knowing their finances are expertly managed.
- Want to focus more on business development and growth.
- Prefer a specialized provider with reliable support over relying solely on an employee.
Our services include:
- Recording purchase invoices, expenses, and cash transactions.
- Recording basic sales information.
- Recording bank transactions.
- Reconciling bank accounts, credit cards, and PDQ payments.
- Managing payroll and relevant journals.
- Generating financial reports.
- Conducting year-end checks and preparing for the Accountant.
- Providing unlimited email and telephone support.
- Completing and submitting BAS returns.
- Setting annual budgets.
- Managing monthly cash flow.
- Conducting monthly review meetings.
- Handling supplier payments.
- Maintaining credit control.
- Addressing accounts queries.
- Providing payroll services.
- Performing other financial administration tasks.
With our wide range of services, you can choose the specific support that suits your business needs, ensuring efficient and reliable financial management.
Payroll
Let us handle your payroll and superannuation responsibilities on a weekly, fortnightly, or monthly basis. Our payroll services encompass:
- Employee setup in the payroll system
- Payroll processing
- Tracking of employee entitlements (Annual, Personal/Carer’s, and Long Service Leave)
- STP lodgement on each pay event
- Timely calculation and lodgement of Superannuation
- Reconciliation of balance sheet accounts for payroll liabilities
Xero Set-up
Experience peace of mind with our expertly configured Xero setup. Our comprehensive Setup services empower you and your team to excel, instilling full confidence in utilizing Xero. The benefits of Xero setup and training include:
- On-site or off-site staff training
- Assistance with file setup to ensure accuracy from the beginning
- File conversion support
- Troubleshooting assistance
- Management information systems guidance
- Setup of key data reports
- Ongoing expert support, available as needed
Rescue & Cleanup Bookkeeping
If you are burdened with a backlog of bookkeeping tasks or facing issues with your current bookkeeping that requires correction, our Bookkeeping Rescue service is the ideal solution. We provide the assistance you need to efficiently address the backlog or rectify any errors, ensuring your bookkeeping is back on track.
Our bookkeeping rescue service is designed for businesses that:
- Lack time to handle their bookkeeping tasks.
- Face a backlog in their bookkeeping.
- Find bookkeeping overwhelming and need assistance.
- Are new and have yet to start bookkeeping.
- Have encountered errors in their self-managed bookkeeping.
This service encompasses:
- Bringing your accounts up to date and ensuring accuracy.
- Rectifying BAS or other compliance obligations.
- Implementing a proactive approach to bookkeeping.
- Ensuring compliance deadlines are never missed.
BAS Review & Lodgement
As a registered BAS Agent, we handle the calculation, preparation, and lodgement of your activity statements, relieving you of paperwork burdens and granting you more time to dedicate to your business operations. Our BAS and IAS services encompass:
- Preparation of BAS, IAS, and GST documents
- Ensuring accurate reporting of GST
- Reconciliation and accuracy checks for control accounts like Wages Payable, GST, Superannuation
- Electronic lodgement of BAS with the ATO
DIY – Xero Bookkeeping, Training & Support
If you prefer to handle your own bookkeeping, our training and support services are tailored to meet your needs. We assist you in setting up the Xero software for your business and provide comprehensive training to ensure you possess the necessary knowledge for efficient and effective bookkeeping practices.
We provide flexible training options, including group sessions or personalized one-on-one sessions, which can be conducted in person or online.
In addition, our dedicated support team is here to assist you with any Xero bookkeeping inquiries you may have. You can easily reach us via phone, email, or Zoom, whichever suits your convenience. Our team comprises Certified Xero Advisors with extensive experience who are passionate about sharing their expertise and helping clients fully leverage the benefits of the Xero software.