Bookkeeping Services

We help successful accountants and bookkeepers who are so busy with low margin compliance and admin work that there is not enough time left in the day for high-margin opportunities. We help them delegate their low-margin compliance, administrative and support functions so they can free up time for stimulating and strategic work that clients really value.

 

Accounting & Bookkeeping

  • Reconciling bank transactions across multiple companies
  • Keeping track of all payments and expenditures, including payroll, purchase orders, invoices, statements, etc.
  • Paying vendors by scheduling pay checks and ensuring payment is received for outstanding credit
  • Generating invoices and account statements
  • Assisting in general financial management and analysis
  • Monthly reconciliations for debtor/creditor accounts
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Financial Planning

  • Preparing insurance and superannuation application forms
  • Conducting research for appropriate providers and investments
  • Preparing investment reports for review meetings
  • Entering dictated file notes into CRM.
  • Performing financial modelling
  • Reconstructing share cost base history
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Support And Administration

  • Preparing minutes and resolutions
  • Collecting missing information from clients
  • Sorting incoming scanned mail and saving to correct client files
  • Optimizing and updating workflows
  • Preparing and sending email newsletters
  • Preparing engagement letters
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Financial Reporting

  • Balance sheet
  • Income statement
  • Cash flow statement
  • Inventory reporting
  • Monthly financial analysis of income statements
  • Expense reports
  • Custom reporting
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Tools we use perfectly

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PLANS & PRICINGS

For Accounting Firms

  • 160 hours or more per month - $9.75 per hour
  • 0 to 160 hours per month - $10.85 per hour

For Businesses

  • 160 hours or more per month - $9.75 per hour
  • 40 to 160 hours per month - $10.85 per hour
  • Less than 40 hours per month - $13.45 per hour

Payroll Services

  • Monthly Payroll
  • $60 per month + $4 per employee (per month)
  • Weekly Payroll
  • $45 per week + $2 per employee (per week)
  • Bi-Weekly Payroll (payroll run once every two weeks)
  • $45 bi-weekly + $2 per employee (bi-weekly)
  • Semi-monthly Payroll (payroll run twice a month)

Financial Planning & Administrative Services

We understand that every business/individual has a specific requirement and we would be glad to discuss your requirement over the phone to provide a customized quote.