Bookkeeping Services

Bookkeeping Services

Our Digital Bookkeeping Services are specifically designed to keep your business on track to meet your financial goals.

To ensure this we offer Xero bookkeeping and data management plans, small business coaching services as well as Xero training programs.

With our team of certified Xero Advisors we make sure that you have the most reliable data and reports to make those tough business decisions a bit easier.

Bookkeeping Bundled Services

Bookkeeper

Monthly Account Coding

Monthly Bank Reconciliation

Quarterly GST Reconciliation

Quarterly BAS Lodgement

Email & Phone Support

From $200 Per Month

Payroll Services Charged Separately

Advisor

Monthly Account Coding

Monthly Bank Reconciliation

Monthly GST Reconciliation

Quarterly BAS Lodgement

Quarterly Review & Reporting

Quarterly Cashflow Analysis

Email & Phone Support

From $400 Per Month

Payroll Services Charged Separately

Virtual CFO

Weekly Account Coding

Weekly Bank Reconciliation

Weekly GST Reconciliation

Monthly Accounts Payable

Monthly Cashflow Analysis

Monthly Review & Reporting

Monthly IAS Lodgement

Quarterly BAS Lodgement

Email & Phone Support

From $600 Per Month

Payroll Services Charged Separately


Business Advisory Services

Cashflow Management

We will look in detail at your businesses current and prior year cashflow to create a plan for maintaining a healthy cash position

Debt Management

We will closely monitor your business debt levels to make sure they remain manageable and will provide advice on how to sustainably reduce them

Personal Drawings

We will review your financial position to determine the ideal amount to draw out from your business

Debtors & Creditors

We will monitor your invoices and bills. assist with following up on outstanding invoices and we will ensure your bills are paid on time

Establishing Goals

We will work with you to determine your business goals, both short and long term and set objectives to help you reach them

Value vs Non-Value

We will analyse the profit & loss to determine any variable or fixed expenses that could be removed or reduced if they aren’t adding value.

Benchmarking

We will check your business is running efficiently by comparing your expenditure to the industry average

Strategy

We will have a closer look at your business model to determine the best strategies and structures that will allow you to reach your goals

Forecasting

We will review your prior-year business performance to establish a budget and then set clear objectives designed to grow your business

Margins

We will look over your business profit & loss to make sure the business has a viable gross profit margin to support your business goals

Going Paperless

We will look at a range of techniques that will help you to have your business running seamlessly on the cloud

EOY Tax Pack

We will provide you with a pack of essential documents to provide to your Tax Accountant to minimise the time cost & paperwork


Xero Training Services

Xero Set Up

We will help you to get set up on Xero creating customised reports and chart of accounts

Xero Conversions

We will convert your accounting file across from any other software so you can hit the ground running in Xero

Xero Functionality

We will focus on teaching you with the knowledge to build your own Xero skills

Xero Reporting

We will provide you with reports that include key financial information and teach you how to read them

Xero Support

We will provide ongoing advice and coaching on your Xero file when you need it

Xero Marketplace

We will review the vast range of available Xero add-ons that may be beneficial for your business model