Who are you? 

Firstly we get to know you and your business, what drives you, and any challenges you're facing. Are you spending valuable time paying bills, balancing your books and dealing with the ATO? Are you confident your accounts are up to date and accurate, your staff are paid correctly, and your ATO lodgements are up to date?

We will ask:

• Who are you?

• What specific bookkeeping services do you need?

• What are your priorities?

• What are the main problems you’re facing?

• Where are you up to with your statutory obligations?

What do you need?

Is paperwork piling up? Are you unsure of what you're owed, what you owe suppliers, or if your PAYG and superannuation obligations are correct? Is BAS/IAS and tax time causing stress?

Cloud-based accounting solutions like Xero offer an affordable way to gain clarity on your financial situation and help ensure your statutory obligations are met.

We can help you:

• Determine the best cloud-based accounting solution for your needs

• Migrate your accounts from outdated software

• Set up a new cloud-based solution

Let's get up to date!

Once you have the right accounting solution, it’s time to get your accounts up to date.

We can:

• Ensure your accounting software is set up correctly

• Record all transactions accurately

• Reconcile your bank accounts, receivables and payables

• Verify your payroll setup is correctly

• Reconcile GST, PAYG, and Superannuation

• Ensure your balance sheet is accurate

• Coordinate with your tax agent to ensure compliance

Ongoing Services

Once you’re up to date, we can help you stay on track by offering ongoing support through regular:

• Bookkeeping and accounting services

• BAS/IAS services

• Payroll services

See below for more information

Accounting and Bookkeeping

• Data entry ensuring accuracy, GST and tax compliance

• Bank and GL account reconciliations

• Accounts receivable entry, reconciliation and collection

• Accounts payable entry, reconciliation and payment

• Cash flow management

• Financial reporting and analysis

• Expense review and management

• Budgeting and forecasting

• Liase with Tax Agent to ensure compliance and sound decisison making

BAS/IAS

• Ensure all transactions are entered accurately

• Source document management

• Reconciliation of BAS accounts

• Timely preparation and lodgement of BAS/IAS ensuring GST, PAYG and other tax obligations are met

• Cash flow monitoring and management to ensure payments are made on time 

Payroll

• Regular end to end payroll processing

• Ensure compliance with payroll-related legislation (Fair Work and awards)

• Employee benefits, deductions and entitlements

• Maintaining payroll records

• STP, PAYG, Superannuation, Payroll tax and Workcover

• Staff setup and termination

• Ensure compliance with business policy