Cloud-based bookkeeping with real-time insights

Expense & Project Tracking

Bank reconciliations

Tax-focused Chart of Accounts design

Accounts Receivable (AR) & Accounts Payable (AP) support with cash flow management

Debt management to actively chase unpaid invoices

Fixed Asset reconciliation & maintenance

NFP’s - tracking restricted assets, managing grant, member & donor revenue.

Labour cost management

Budgeting & Forecasting for business growth

Cash Flow Planning & Management

Monthly or Quarterly Reporting Packages with Key Insights

Optional Management Check-in Meetings

Strategy Sessions

Industry-specific financial guidance

Help building financial strategies and models to control costs, reduce debt, maximise profits & cash flow.

Prepare accurate reports for banks, board members, investors or other stakeholders.

Assistance with applying for grants

XERO Mastery & cloud accounting setup

Process automation to save time & reduce errors

Integration with industry-specific tools

BAS, GST and Tax Lodgement Preparation

Tax coding to ensure you get maximum GST benefits

Single Touch Payroll and end of year requirements to employees and to prepare the business for Tax Return

Financial statements & EOFY preperation

PAYG Withholding payroll

Superannuation

Tracking of holiday, personal and other leave entitlements

Allowances, deductions, staff reimbursements

Single Touch Payroll (STP) support for EOFY

Review of Chart of Accounts

Review of Income & Expense allocations for GST codes

Review of Payroll, Superannuation & related cost calculations

Review or set up of invoice templates