Services
Whether it's a full bookkeeping, initial XERO setup with ongoing training, or just an hour every quarter to prepare your BAS, we can tailor our services to fit with your specific needs.
Sometimes, as a sole trader, you need a little flexibility. Together we can work out a schedule that suits you, and we can work either on-site, off-site, or a combination of both.
BOOKKEEPING
Services Include:
• Bank Reconciliation
• Accounts Receivable & Payable
• Payroll – All Payroll functions including payment of Payroll Tax & Super.
• Online Bill Payments – Setup payments for bills, payroll, super, ATO liabilities via online banking.
• Draft BAS preparation
• Monthly Management Reporting – Profit & Loss, Balance Sheet, Cash Flow, Trend Analysis etc.
• Budgets & Forecasting – Budget variance analysis. Reports on how your actual performance compares to your budget.
• Debtor Management – I will chase up people who owe you money to improve your cash flow.
• Cost Reduction Recommendations
• Flexible working, either at your workplace, off-site, or a combination.
XERO
Believe everything you have heard. XERO is awesome. It provides so much functionality to streamline, simplify and automate your accounts. The hard part is in setting it up and knowing how to optimise the functionality for your business.
As a certified XERO advisor, Bev has an in-depth knowledge of its capabilities. Plus, she has used it for her own hospitality business and understand exactly which reports you will be needing.
Once we get to know your business we can do the following for you:
• Optimise XERO for your business
• Import historical data
• Review manual processes and automate where possible
• Online Bill Payments
• Set up customised management reports
• Training
• Ongoing support as required
XERO App Advisory
XERO can integrate with a multitude of apps, which can simplify your processes. We will recommend the latest software and apps that are most suited to your needs, and train you in how to use them effectively.
Ongoing Support
