For Businesses
Handling the books yourself, you can manage the basics, but compliance requirements enter the picture and things get complicated fast. Yet the transition from DIY to hiring a bookkeeper is a big financial leap, so where does that leave you?
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We step in to bridge that gap — we dedicate our time to reviewing and reporting on the accuracy of your work, so you can build your knowledge and confidence, and provide your accountant with accurate files that are ready for processing.
1
Comprehensive File Review
We review your bookkeeping work for accuracy and compliance, highlighting errors, inconsistencies, or missing information, and provide clear feedback so you know exactly what needs attention. We explain not just what needs fixing, but why, so you build the confidence to keep your records accurate and maintain stronger communication with your accountant.
2
File Remediation
If significant errors are identified and you’re not in a position to resolve them, we can assist. We will remediate the file so you’re back on track with accurate records moving forward.
3
Catch-Up Support
If you’ve fallen behind, we can work alongside your accountant to clear outstanding lodgements and bring your accounting file fully up to date.
4
Month-End Reporting
Recording transactions is one thing—turning them into reports that mean something is another. We help you put processes in place that transform day-to-day bookkeeping into reliable monthly reporting, giving you a clearer picture of your business performance and helping your accountant provide better advice.
5
Process & Training Manuals
With a strong background in Training Design & Development, we create clear, step-by-step manuals tailored to your business. These resources give you a solid foundation to follow, with guidance that explains not only what to do, but why it matters. This approach builds knowledge and skills in your business while simultaneously getting the job done.
The leap from DIY to a bookkeeper can be daunting, and full of unknowns. A documented process bridges that knowledge gap, giving you the confidence of understanding what is required, and a framework to guide both you and your bookkeeper.