Our Services

Business Advisory

• Award winning Small Business Advisory team
• Financial strategy development
  
• Financial goal setting
  
• Financial Health Checks
  
• Proactive business advisory
  
• Business owner coaching
  
• Strategic Business Planning
  
• Business Continuity Planning, Crisis Planning
• Systems, Software and Workflow Review
  
• Business Plan development

Business Support

• Accounts Inbox Management
  
• Xero App Review & Integration
• HR & Employee Support partners
  
• Data & Password Management
  
• Finance & Lending Support partners
• Back Office / Admin support
• Grant & Funding Applications
• Award Submissions
• Project Management / Special Projects

Growth Specialist

• Business set up
• Business modeling
  
• Resource and investment planning
• System capacity planning
  
• Change Management 
  
• Procedure and Process Management
  
• Organisational Review

Virtual CFO & Finance Team

• Access a team of experienced Accountants and Bookkeepers
  
• Outsourced bookkeeping and advisory services
  
• Financial insight, analysis and guidance
  
• Cost-effective finance team resource
  
• Resources scalable and tailored to your business needs
  
• Accounting operations and process review
  
• Payroll process and system review
  
• Chart of Account customisation
  
• Financial reporting and cash flow forecasting
  

XERO Cloud Accounting

• Xero Bookkeeping Partner of the Year, Victoria 2017
  
• Xero Partner Advisory Council member 2018
  
• Xero Certified Accountants and Bookkeepers
  
• Xero Payroll Certified
  
• Xero Set Up and Migration Plans (Xero Migration Certified)
  
• Xero Health Check
  
• Xero Training and Support
  
• Xero Integrated Apps
• Xero Automation specialist

Technology Stack (Apps)

• Cloud business solutions and technologies
  
• Business efficiency automation
  
• Workflow audit and Process Mapping
• Technology review and implementation plans
  
• Change Management Plans
  
• Manage data migration and system implementation
• Xero accounting integrated apps

Registered BAS Agent

• Financial compliance preparation and lodgement
  
• Business Activity Statements (BAS)
• Manage Accountant and ATO correspondence
  
• Prepare Year End Accountants Pack (workpapers)
  
• Prepare Financial Reports
  
• ATO Payment Plans
• Advise on best practices and improvements
  

Payroll Services

• Outsourced payroll team
• Collate timesheets and process payroll
  
• Manage Superannuation contributions
  
• Superannuation reconciliations
  
• Add new employees
• Process terminations and redundancies
  
• Single Touch Payroll (STP) lodgement with ATO
  
• Payroll reports
  
• Manage Payroll Tax
  
• Manage journals for accruals and provisions
  

Bookkeeping Services

• Award winning team
  
• Financials kept up to date
  
• Chase up customer payments (debt collection)
  
• Process supplier payments (accounts payable)
  
• Enter sales invoices
  
• Receipt & Expense management
  
• Manage journals for accruals and provisions
  
• Manage liabilities 
  
• Reconcile Bank and Credit Card accounts
  
• Balance Sheet reconciliation 
• Maintain fixed asset register 
  

Financial Reporting

• Prepare financial reports (monthly, quarterly)
• Profit and Loss reports
  
• Report against budgets and KPI’s
  
• Present financial reports to department heads
  
• Consolidated / Group reporting
  
• Prepare custom reports
  

Cash Flow Forecasting

• Prepare Cash Flow Plans
• Cash Flow Forecasts
  
• Forecast different scenarios
  
• Financial strategies
  
• Budget development
  

Bookkeeping Rescue

• Bring your bookkeeping up to date
  
• Accounts correctly organised and fully reconciled
  
• Prepare and lodge outstanding BAS with the ATO
  
• Rectify financial and business information
  
• Correct errors from prior periods
• ATO payment plans

XERO Health Check

• Audit and Assurance of your Xero accounting file
  
• Detailed review by a Xero expert
  
• Ensure your accounts are accurate
  
• Identify errors, duplications and omissions
  
• Action plans to resolve problems and concerns
  
• Suggested bookkeeping improvements 
  
• Suggested training needs
  
• Ensure XERO file is optimised for your business needs

XERO Set Up

• Plan and manage your new Xero file setup
  
• Plan and manage migration of existing accounting file to Xero (i.e. MYOB, QBO)
• Collate business information
• Bring in opening balances and set up bank accounts
  
• Customise invoices
  
• Activate bank feeds and import missing transactions
  
• Setup employees
  
• Register Xero Auto Super
  
• Set up Single Touch Payroll
  
• Xero training

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Training & Support

• Xero certified advisors
  
• One-on-one Xero Training
  
• Xero implementation plan
  
• Personalised training for you
  
• Specialised training for your business
  
• Xero bookkeeping support packages