Our Services
We offer a wide variety of Bookkeeping, Advisory & Training Services.
Keeping your business on track to meet your financial goals!
Choose one of our bundled service options or customise your own bundle to suit your business needs.
Our Bundled Services
Accounts
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BOOKKEEPER
Starting From
$50 per month
Free 1 Hour Consultation
Monthly Account Coding
Monthly Bank Reconciliation
Monthly IAS Lodgment
Quarterly Performance Reports
Quarterly GST Reconciliation
Quarterly BAS Lodgement
Periodic Email and Phone Support
ADVISOR
Starting From
$100 per month
Free 1 Hour Consultation
Monthly Account Coding
Monthly Bank Reconciliation
Monthly IAS Lodgement
Monthly Accounts Payable
Quarterly Cashflow Analysis
Quarterly Performance Reports
Quarterly GST Reconciliation
Quarterly BAS Lodgment
Regular Email and Phone Support
VIRTUAL CFO
Starting From
$150 per month
Free 1 Hour Consultation
Weekly Account Coding
Monthly Bank Reconciliation
Monthly IAS Lodgement
Monthly Accounts Payable
Monthly Cashflow Analysis
Monthly Performance Reports
Quarterly GST Reconciliation
Quarterly BAS Lodgement
Unlimited Email and Phone Support
Bookkeeping Services
Payroll
Taking care of all your payroll requirements. Including pay runs, wages payable & superannuation payable
IAS Lodgement
Reviewing & completing your monthly Instalment Activity Statements and then lodging with the ATO
Set-Up
Getting your business set up and running seamlessly on any cloud accounting software
Account Coding
Reconciling bank transactions to their correct accounts and entering journals for all other transactions
Bank Reconciliation
Making sure that the business bank balance matches with the accounting software
Catch-Up
Catching up on any bookkeeping tasks that you may have fallen behind on
GST Reconciliation
Checking the GST treatment of each transaction is correct and ensuring the amount of GST owing is accurate
BAS Lodgement
Reviewing & Completing your BAS for each reporting period and then lodging with the ATO
Check-Up
Checking the accuracy of your bookkeeping from prior periods and adjusting when needed
Business Advisory Services
Cashflow Management
Looking in detail at your businesses current and prior year cashflow to create a plan for maintaining a healthy cash position
Debt Management
Managing the amount of business debt by looking at sustainable ways of reducing debt without putting a strain on cashflow
Personal Drawings
Reviewing your financial position to determine the ideal amount to draw out from your business
Debtors & Creditors
Following up on any outstanding invoices and ensuring all bills are paid on time
Establishing Goals
Working with you to determine your business goals, both short and long term and set objectives to help you reach them
Value vs Non-Value
Analysing the profit & loss to determine any variable or fixed expenses that could be removed or reduced if they aren’t adding value.
Benchmarking
Checking your business is running efficiently by comparing your expenses to the industry average
Strategy
Determining the best strategies and structures that will allow you to reach your business goals
Forecasting
Reviewing your business performance in previous periods to establish an achievable budget and then monitoring the progress
Margins
Looking over your Profit & Loss to make sure the business has a viable margins to support your business goals
Going Paperless
Giving you techniques that will help you to have your business up and running seamlessly on the cloud
EOY Tax Pack
Providing you with a pack of essential documents for your Tax Accountant cutting down cost & paperwork
Training Services
Set Up
Creating your Xero file, setting up your reports & accounts, so you can hit the ground running!
Conversions
Converting your accounting file across from any other software so you can hit the ground running in Xero
Functionality
Walking you through all the features that Xero provides and how best to use them in your business.
Reporting
Providing you with reports that include key financial information and teach you how to read them
Support
Providing guidance & support for all your Xero queries. Helping you to fix any of your Xero problems!
Marketplace
Reviewing the vast range of available Xero add-ons that may be beneficial for your business model


