Bookkeeping
Install and Training:
Bookkeeping Services:
Payroll Service:
BAS & IAS Services:
Sales KPI's:
Financial KPI's:
Other Services:
We understand the challenges faced by business owners, long hours, challenging cashflow, low margins, stress and compliance.
We have repeatedly found that initially our task has been to bring compliance issues up to date and after that period when there is trust, and a proven track record, introduce business systems to streamline process’ and begin to work on the business.
A good example is as simple as providing the owner with a folder with dividers for each Bank Account with attached reconciliations and showing them how the simplest system will make finding their statements so much easier. Many owners file statements in manilla folders.
We are convinced that the reason these types of patterns exist, is nobody has shown a better way, then habit kicks in, and the system is set in quicksand. When requesting files, it is normal to sit around for 20-30 minutes while the client tries to locate the files. Yet all claim their systems are wonderful.
- Set up Data Files, Chart of Accounts, Bank Feeds, Payroll, transfer of data
- GST registration and other registrations as needed
Bookkeeping Services:
- Off-site or on-site
- XERO advisor certified, XERO payroll certified
- Regular bookkeeping
- Rescue bookkeeping
Payroll Service:
- Employee file maintenance
- Wage processing & reconciliation
- STP set up & lodgement
- Superannuation
- Work-cover
BAS & IAS Services:
- Reconciliation
- Lodgement, monthly, quarterly, annually
- Error checking
Sales KPI's:
- Sales across multiple periods
- Major costs os a % of sales
- Staff wages as a % of sales
- Performance reports
- Gross and net profit analysis
Financial KPI's:
- Debt Ratio, and the impact of your business
- Directors drawings and its impact on the cashflow, loan tracking
- Budgeting
- Accounts receivable and payable, collection and payable days
- Breakeven analysis
Other Services:
- Organisation systems: how records are kept, stored, ease of recall
- How to achieve a paperless office
- Loan tracking
- Margin measurement
- Budgeting
- Personal drawings, it’s impact, and how to budget and control in terms of the business
- Liaise with Tax Accountant
- Owner’s best ability
- EOFY work
We understand the challenges faced by business owners, long hours, challenging cashflow, low margins, stress and compliance.
We have repeatedly found that initially our task has been to bring compliance issues up to date and after that period when there is trust, and a proven track record, introduce business systems to streamline process’ and begin to work on the business.
A good example is as simple as providing the owner with a folder with dividers for each Bank Account with attached reconciliations and showing them how the simplest system will make finding their statements so much easier. Many owners file statements in manilla folders.
We are convinced that the reason these types of patterns exist, is nobody has shown a better way, then habit kicks in, and the system is set in quicksand. When requesting files, it is normal to sit around for 20-30 minutes while the client tries to locate the files. Yet all claim their systems are wonderful.
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About Us
Bookkeeper, Accountant, Small Business Specialist
- A highly organized, meticulous professional with 30+ years of experience influencing business through focus on financial performance, compliance, and exceptional service.
- Large range of skills across most business functions, including accounting, Accounts Payable, Account Receivable, GST, PAYG, & Superannuation compliance.
- A focused analyzer of financial data to give a clear picture in language a business owner understands