A Monthly Fixed-Fee Bookkeeping Service so to Relieve the Stress and Struggle of Running Your Business
Our On-Boarding process is a Free diagnostic session with us because we want to:-
Identify where you can increase profit
Solve some cash flow concerns
Or remove some tax worries
and better yet, there is no obligation required by you or us to work together.
Are You Wanting These Problems Solved?
- Just ‘Simple stuff’ to help you establish yourself as a business
- The simplest form of Sales Invoicing to help you resolve cash flow issues?
Activities and services, we perform:
- Clarification and allocation of transactions from Bank Feeds to their relevant account code and invoice
- Up to 2 Bank or Credit Card Trading Accounts
- Set up Bank Rules where appropriate
- Reconciliation of Trading Accounts and publish in Xero – Monthly
- Monthly Profit and Loss Report (Draft) and publish in Xero
- Monthly reporting of Outstanding Receivables and Payables and publish in Xero
- Notification to client of published reports for their information and review
- Liaise with your Accountant when appropriate
- Phone and email-based support
- Xero Cloud subscription included
- Hubdoc subscription for purchases included with training on this software
- ‘Free’ Monthly newsletter with ‘Hints and Tips’ because you are a progressive business
Our Starter Pack Bundle also includes:-
- Cash Flow Coaching Kit Sessions. Learn and understand where your money is coming from and where every cent is going.
- End of Financial Year Services (EOFY): As part of our ongoing commitment to provide quality service to our clients. We provide to your Accountant the data file, reports, documentation such as copies of loans, Bank Statements and Assets purchases and a “letter’ on ‘Matters for their Attention’ all in readiness for your Income Tax Preparation.
This End of Year service lessens the disruptions and downtime to your daily work activities by your Tax Accountant so in turn it lightens your load.
What do Bookkeepers do?
Bookkeepers are responsible for the daily recording and allocation of a business’s transactional activities and often become the Educator, Trusted Advisor and Confidant
The Bookkeeper’s function is the foundation of the accounting cycle and Bookkeepers are the foundation of a small business!
We help keep things running smoothly protecting the perimeters of your business financials.
Our Professional Bookkeeping services are designed to improve your work life balance having confidence in knowing that your financial records are secure and ‘Accountant Ready.’