SOLUTIONS FOR YOUR BUSINESS

Our Services

    • 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

HOSPO

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FOOD & BEV

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INNOVATIVE

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CONSTRUCTION

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TRADES

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START UPS

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CREATIVES

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TECH & SaaS

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HOSPO 〰️ FOOD & BEV 〰️ INNOVATIVE 〰️ CONSTRUCTION 〰️ TRADES 〰️ START UPS 〰️ CREATIVES 〰️ TECH & SaaS 〰️

PICK A PLAN THAT WORKS FOR YOU

SOLOPRENEUR

  • Best for new and small businesses who need simplified bookkeeping at a budget-friendly rate.

    • Monthly income & expense categorisation

    • Monthly bank reconciliation

    • Monthly Profit & Loss delivered to your inbox

    • BAS support

    • Unlimited support via email

    • Collaboration with your Tax Accountant

  • Starting at $375 (incl. GST) / month

    *note, this service is only available for sole traders / companies with under 50 monthly transactions and 3 bank accounts.

SIGNITURE

  • Best for growing & established clients who are seeking clarity & confidence around their numbers to strategically scale their business.

    • Monthly income & expense categorisation

    • Monthly bank reconciliation

    • Monthly Profit & Loss, Cashflow Statement & Balance Sheet delivered to your inbox

    • Comprehensive CFO Dashboard with graphs, visuals, and all kinds of goodness.

    • Additional reports delivered as needed.

    • Maintaining Accounts Receivable & Accounts Payable records

    • BAS support

    • Unlimited support via email

    • Collaboration with your Tax Accountant

    • As needed strategy calls

    • Payroll management

    • Accounts receivables debt management including chasing unpaid invoices

    • Accounts payable banking services

    *Contact us for additional pricing

  • Starting at $880 (incl. GST) / month

    *May vary based on size - we look at annual revenue, number of employees, quantity of transactions, etc.

YOU’VE GOT QUESTIONS, WE’VE GOT ANSWERS.

  • When to hire help is one of the most common questions we get asked!

    If any of these statements resonate with you, it's likely time to hire some help:

    • Your books are never up to date

    • Your tax accountants do your bookkeeping (and are charging a lot for it!)

    • Tax time is extremely stressful

    • You constantly miss out on big tax deductions

    • Your cash flow is unpredictable

    • You have no idea how much to pay in estimated taxes

    • Sales have increased but your profits haven’t 

    • You have no clear financial picture

    • You aren't paying yourself

  • We love messy books! No, really! Deep diving into messy books is the perfect chance to discover a bunch of unknowns about your business.

  • Absolutely not! The last thing we want is for you to be stuck paying for something you either can’t afford or don’t want.

    Our client’s have the option to cancel their monthly bookkeeping at any time.

  • Bookkeeping is more than taxes.

    Yes, bookkeeping is a necessary piece of the tax puzzle. And yes, bookkeeping allows you to maximise your write-offs and lower your tax bill.

    But bookkeeping is so much more than that! 

    To name a few (aside from the obvious tax benefits), bookkeeping: 

    • provides you with a clear view of your finances

    • lets you focus your business strategy and plan for the future

    • helps you save AND generate more money

    • protects you in an audit

    • helps you obtain a loan

    • catches errors and fraud

    • makes your life as a business owner so much easier

    • AND SO MUCH MORE!

    Because they know the intricacies of what makes your business tick, your bookkeeper is almost like a mentor or business coach.

  • While we have experience with all of the accounting software out there, Xero is our bread & butter!

    If you’re just getting starting, we can help get you set up with Xero.

  • Absolutely! Our bookkeepers can set up single-touch payroll and manage employee super. Plus, we’ll make sure you’re always ATO compliant.

  • Yep! That’s the magic of cloud-based systems — Give your bookkeeper a login, and they can manage your books from anywhere.

  • We get why you might think that, especially now that accounting software is becoming so easy to use. But your bookkeeper does more than just keep records - They’re well versed in all the record keeping and compliance requirements from the ATO – your bookkeeper will sweat the details so you don’t have to.

  • Loads of people think the terms are interchangeable and the professions are the same. Wrong! Your bookkeeper helps with your finances – transactions, compliance, lodgements, records – on an ongoing basis to ensure everything to do with your small business runs smoothly. Your accountant, on the other hand, will look at all that and minimise your taxation, because that’s their expertise. At RJ Books, we dabble in both lanes to serve your business in the best way we know how.