Services

We provide the following services to sole traders and small businesses, helping our clients to track and manage financial data at a lower cost.

Bookkeeping

 

Recording your financial transactions on a regular basis, covering the following areas:

  • Account Receivable
  • Account Payable
  • Bank, cash and credit card reconciliation
  • Month-end closing activities
  • Financial statements reporting

Add-on Services

 

You may decide to add on further services on top of the standard bookkeeping services, examples:

  • Payroll and superannuation (Single Touch Payroll)
  • Income tax return preparation

  • BAS preparation and lodgement

Ad-hoc Assignments

 

If you need an extra pair of hands or resources, we offer other related services to help with one-off tasks, such as:

  • Data analysis e.g. sales/revenue, cost analysis etc
  • Preparation of annual budget
  • Reconciliation of accounts
  • New accounting system set-up

How does it work?

We adopt a simple 3R approach:

1. Review

  • Review and assess your current situation and issues.

  • This is completed via a simple interview and chat over the phone.

2. Recommend

  • Recommend options and appropriate solutions.
  • Obtain feedback from client.

3. Respond

  • If client is interested to proceed, we offer our quotation.
  • If agree on quototion, client to sign engagement letter.
  • Commence execution of work plan.