Bookkeeping services
for small business.
From regular bank reconciliations to payroll records, catch-up work and cash flow planning. Explore what each service covers and choose the support your business needs.
Bookkeeping
Transactions and reconciliationsA place for every transaction.
Keep your day-to-day records organised and understand where your money is going. We reconcile bank accounts, organise receipts and keep your accounting file up to date.
What we help with
- Match bank transactions to invoices, bills and receipts.
- Review uncategorised transactions and items that need your input.
- Prepare regular reports showing income, expenses and balances.
Payroll & super
Pay runs and employee recordsA clearer routine for every pay run.
Get help with the administration behind each pay run. We maintain employee records and payslips, process approved pay runs and organise payroll reporting information in your software.
What we help with
- Process pay runs using approved hours and employee information.
- Maintain leave balances, payslips and payroll records.
- Help organise Single Touch Payroll reporting and superannuation information.
BAS & IAS
Reporting-period recordsStart with records you can follow.
Organised, reconciled records make activity-statement preparation easier. We bring the bookkeeping information together and identify missing documents and outstanding transactions for review.
What we help with
- Reconcile the accounts for the reporting period.
- Organise GST and PAYG records for review.
- Identify missing invoices, receipts and transactions needing clarification.
Catch-up books
Overdue records and reconciliationsBehind on the books? Start here.
You do not need perfectly organised records before you speak to us. We start with what you have, identify the gaps and work through earlier periods in an agreed order.
What we help with
- Review the periods and accounts that need attention.
- Match historical transactions to the records available.
- List missing documents and unresolved items for your review.
End-of-year prep
Reports for your accountantA better handover to your accountant.
Bring the year together with organised bookkeeping records. We review the year’s reconciliations and outstanding items, then assemble the reports and supporting documents your accountant needs.
What we help with
- Review bank reconciliations and outstanding balances.
- Organise profit and loss and balance sheet reports.
- Prepare supporting records and a list of items for your tax agent.
Budgeting & forecasts
Budgets and cash flow planningLook beyond the bank balance.
Use your bookkeeping records to plan for the months ahead. We build budgets and cash flow forecasts around expected income, regular expenses and upcoming payments.
What we help with
- Build a budget using your recent financial records.
- Map expected receipts and payments to spot potential cash gaps.
- Compare actual results with the budget and review assumptions.
Not sure where to start?
Tell us what is taking up your time. We’ll help you find the right starting point.