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You know your business.
But you can’t (and shouldn’t) be doing it all!
Your business is growing. You have great customers, great staff and know you need the best advisers to take you further.
It’s time you had a financial controller isn’t it?
Does any of this sound familiar?
You really need that new equipment – but the bank need up to date financials
It’s BAS time….AGAIN….and you’re way behind on your accounts. It’s been a big month so the amount due will hit your bank balance hard too
You’re staying back after closing to finish off the accounts you’d been trying to get to all day. When you finally do get home, the dog growls at you, the kids are in bed and your partner serves you a cold dinner (if you’re lucky)
You’re really starting to hate the business you worked so hard to build
Our monthly service packages will provide you with on-time, accurate and up to date information to make great business decisions.
Get back to working on your business, not in it
Do what you do best. Power up your business with the peace of mind that comes from never having to worry about falling behind or losing control of your cash flow.
What you need, when you need it
Monthly management reports, cash position, on time activity statements, online meetings by video. All part of how we keep you on track.
MONTHLY ACCOUNTING PACKAGES
Get the peace of mind that comes from having a financial controller or CFO in your business – while you get back to doing what YOU do best!
Foundation
- Monthly Xero file review and reconciliation checks
- Payroll and STP2 compliance for up to 5 people
- Superannuation monitoring and lodgement reminders
- BAS/IAS preparation and lodgement
- Quarterly strategy sessions
- Liaison with Bookkeeper / Accountant
Growth
- All Foundation Tier services, plus:
- Budget creation and tracking actual vs budget
- Payroll and STP2 compliance for up to 10 people
- Financial modelling
- Monthly management reports
- Monthly strategy sessions
Leadership
- All Foundation and Growth Tier services, plus:
- Payroll and STP2 compliance for up to 15 people
- Full financial oversight (weekly reporting)
- Board reporting packs
- Cash flow projections
- Two strategy sessions per month
need something a little different?
MYOB AccountRight instead of Xero?
Lodgement of BAS/IAS only?
Additional staff on your payroll?
Frequently asked questions
What other services do you offer?
If one of the monthly packages isn’t quite what you need right now, we can help with one off projects such as:
- ● getting your books up to date
- ● conversion to MYOB or Xero from any other system (or shoebox!)
How are you different from our accountants?
Your external accountant plays an important role in supporting your business. They will be providing you with services such as tax planning, lending and financing advice, succession planning and the like.
What we do is work WITH you in your business. With over 30 years experience in financial and management accounting for businesses from sole traders to multi-nationals, we are well placed to help you grow your business.
With the support of our world-class software providers, we are able to service clients across Australia from our office in Sydney, NSW.
Online meetings will keep you on track and well informed.
So how does that all work anyway?
We work with your preferred cloud accounting and your data is updated by either your staff or by us.
Our document management system can receive invoices from you by email or scan, and update your accounts – even those easy to lose EFTPOS dockets can be photographed and sent directly from your mobile device!
Contact us now to find out more.