Our Services
Bookkeeping for You
Bookkeeping services account for a large proportion of the accounting activity of every business. It’s essential for businesses to get it right if you’re to make sound business decisions based on timely and accurate information. So, it makes sense to have a dedicated bookkeeping team who can manage your day-to-day record keeping with their eyes closed while you keep your eyes on the prize.
Our bookkeeping team are highly experienced and are experts in all areas of financial management. We can operate on-site, depending on your needs.
-You do the work
-We check your work
-Bespoke services or projects as required
-BAS agency
-Customise Fixed price package or fee for service
Bookkeeping by Us
We have years of experience solving problems for a diverse range of businesses both big and small. Our expert team is well-equipped to help you reach your goals.
-Accounts payable
-Accounts Receivable
-Payroll
-Bank reconciliation
-BAS
-Customise Fixed price package
Your CFO
It’s critical that all businesses stay on top of their reporting and compliance obligations. We’ll be with you every step of the way. We will create fit for purpose reporting and analysis to help you to make informed decisions.
Your CFO services provide the necessary leadership in your finance function and deliver sound, strategic advice to senior management and Boards.
-Strategic financial advice
-Ongoing Management Support
-Budgeting, forecasting and cash flow
-Management of financial risks
-Business process review
-External Audit preparation work
-Presenting at Board meetings & Committee meetings
-Mentoring and training
Not For Profit
We understand the needs of charities and not-for-profits and can deliver quality results for the environment they operate in. We believe charities and not-for-profits that do good should be successful.
Our team is passionate about enhancing the financial performance of charities and the not for profit sector. We want your organisation to be exceptional so you can deliver more for your communities. We have deep expertise and have been involved in a wide range of not for profit activities, from accounting and taxes, to governance and directorship for over 15 years.
Many charity and not-for-profits receive grants and directed donations in separate income streams. Donors rightfully want to know how their investments are faring. We can help you optimise fund accounting and create separate closes for each revenue source along with a regular series of specific reports, each with its own unique requirements, for every funder.
-Bookkeeping
-Financial Reports
-Budgets and Forecasts (event, campaign, program, and funder)
-Manage monies by grants, programs, and other dimensions
-Cash Flow Management
-Board reporting
-Internal Audit
-External Audit preparation work
Start up
Whether you’re buying, starting or growing a business, we’ll equip you with all the tools you need for a seamless process. We have decades of start-up and business re-engineering experience across corporate, hospitality, government and the Not for Profit sector. We make sure you have the right business structure, a thorough business plan & financial analysis so that you can get on with it.
-Business Advisory, Structure Selection Advice
-Registrations for Business structure
-Business Name Registration.
-Risk assessment and insurance
-Registrations for compliance –ASIC, ACNC, ATO, TFN, GST & PAYG.
If you are a charity,
- help you establish your constitution
- we will ascertain your status and eligibility for salary packaging benefits and submit the ATO application on your behalf.
- Write fit for purpose policies
- We have a suite of Boardroom services to help establish your Board
-Coaching and Training to help you understand your financials and obligations.
Boardroom
Good governance and transparency are imperative to the success of your not-for-profit or charity organisations and this must occur against the backdrop of an increasingly complex financial setting.
Our experts will assist with all aspects of establishing a board to creating financial and board reporting. Leveraging our expertise allows you to make better decisions and manage risk, so you can focus on what you do best. We have a suite of Boardroom services to help you.
-Constitution
-Board Policy and Protocols
-Board Charter
-Director Skills requirements/ skills matrix
-Director recruitment
-Company Secretary recruitment or outsource
-Advising CEOs and Boards – we link financial performance to your programs and strategies
-Board financial reporting
-Director Financial skills training
Cloud technology
We leverage the power of technology to provide valuable insights and drive growth within your business. We’ll help you block out the noise and make sense of the numbers, reducing the need for tedious admin work. Less time in spreadsheets means more time for you.
It also allows our bookkeepers to provide financial services remotely and to take advantage of technological integrations that minimise manual data entry and increase productivity for your business. It saves time when communicating with you. And it streamlines the financial operations of your business, including automating data feeds from your bank, direct tax reporting to the ATO and real-time analysis of your business performance.
Xero or other accounting set up tailored to your needs
-CRM Packages and set up
-Point of Sales Set up
-BAS agency
-Dashboards
-Customised to your needs
Business Services
We provide a bespoke service to you to optimise your business, making things quicker and much simpler. Achieving your business goals while stressing less? It’s a no-brainer.
-Business Advisory
-Risk assessment and insurance
-Compliance obligations
-If you are a charity,
- we will ascertain your status and eligibility for salary packaging benefits and submit the ATO application on your behalf.
- We write simple fit for purpose policies
- We have a suite of Boardroom services to suit your needs
One Off Projects
-Finance Function reviews
-Data analytics
-Policy writing
-System implementations
-Re-design of reporting processes
-Start-ups, new programs and business re-engineering
-Financial coaching