Packaged Services

Simple Business Plan

Account Transaction Allocation
1-2 Bank Accounts
Quarter BAS Lodgement
Quarter Financial Report
End of Year Information Storage
Client Support

Standard Business Plan

Account Transaction Allocation
3-4 Bank Accounts
BAS/IAS Lodgement
Monthly Financial Report
End of Year Information Storage
Client Support
Payables/Receivables Monthly Statements
New Employees Onboarding
Payroll 1-3 Employees
Super 1-3 Employees

Complete Business Plan

Account Transaction Allocation
Multiple Bank Accounts
BAS/IAS Lodgement
Monthly Financial Report
End of Year Information Storage
Client Support
Payables/Receivables Monthly Statement
New Employees Onboarding
Payroll 4-6 Employees
Super 4-6 Employees
Workers Comp Reporting
Manage Receivables
Manage Payables
Customer/Client Information

The Bookkeeping Process

Checklists: These should be used for consistent professional bookkeeping.

Sales Processes: This includes sales orders, invoicing, receiving payment and following up on late payments.

Purchase Processes: This includes purchase orders, bills, supplier payments and inventory management.

Payroll Processes: This includes the setting up employees, processing of pay runs and reporting on superannuation, PAYG tax withholding and employee entitlements.

Banking Processes: This includes the reconciling of all the bank accounts, the point-of-sale systems and loans applicable to the business.

Verification of Accounting Figures: it is easy to assume that “the software is always right” but problems can occur for a variety of reasons in the accounts and prior to preparing a BAS or other lodgements.

Reporting to Owner: The financial reports need to be inspected on a regular basis, providing reliable reports, commonly on a monthly and quarterly basis.

You and Your Bookkeeper Working Towards Success

A professional bookkeeper concentrating on the required regular tasks to manage your business in a financial and accounting capacity, can also provide trusted guidance and valuable insights.