PACKAGES

JUST REC AND BAS PACKAGE

Our Just Rec and BAS package is specifically tailored for business owners who are simply wanting to get the basic entries done to guarantee compliance with the Australian Taxation Office (ATO). Designed to simplify tax obligations, this package is ideal for those seeking a streamlined solution. We understand that entrepreneurs often have a multitude of responsibilities to manage, and we aim to alleviate their concerns by providing a comprehensive service that covers the fundamental entries required by the ATO. With choosing this package, business owners can confidently meet their compliance obligations, enabling them to focus on their core operations and pave the way for continued success.

ATO lodgements
Transaction allocation
Bank account reconciliation
Unlimited email and phone support
Basic management reporting every month
Liaise with your accountant
Paperless processing
3rd party apps reconciliations
POS systems reconciliations
Payment gateways reconciliations
Monthly full reporting
Monthly check-in meetings
Quarterly and annual payment options (pay annually and receive 2 months free)
If you use 3rd party apps, POS systems or Payment gateways and want these reconciled, you will need to add on:
3rd party apps reconciliations
POS systems reconciliations
Payment gateways reconciliations
If you are any of the following you will need to add on - Paperless Processing:
Businesses in the food industry
Businesses wanting to electronically store their receipts and invoices in the cloud
Businesses on an accrual basis for GST lodgements
These packages are NOT suitable for businesses:
Wanting us to enter and keep track of their supplier invoices
Wanting us to enter and keep track of their sales invoices
Wanting precision accounting
Wanting to track jobs
With expense claims
With inventory

REC AND PURCHASE INVOICE PACKAGE

We understand that as a business owner, you often need more than just the basic entries when it comes to managing your accounts and finances. That's why we go above and beyond to provide outstanding services. We become your very own accounts and finance team, taking care of every aspect of your financial management. From handling your accounts email inbox to processing and tracking your supplier invoices, we ensure that every detail is meticulously managed. Additionally, we take the burden off your shoulders by handling bill payments efficiently and accurately. With our comprehensive services, you can rest assured that your accounts and finances are in capable hands, allowing you to focus on growing your business and achieving your goals.

Everything in 'JUST REC AND BAS'
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Manage your accounts email inbox
Entering and tracking your purchase invoices
Paperless processing
Supplier payments
Expense monitoring and advice
Precision accounting with accruals and prepayments
Implementing processes and procedures
Maintaining integration of 3rd party apps
Full management reporting every month
End-of-year accounts
PO tracking and converting to purchase invoice
Monthly check-in meetings
Weekly reports on your key numbers
3rd party apps reconciliations
POS systems reconciliations
Payment gateways reconciliations
Quarterly and annual payment options (pay annually and receive 2 months free)

SALES INVOICING PACKAGE

We understand that managing sales invoicing can be quite time-consuming and tedious for business owners. That's why we offer a comprehensive solution to take care of your sales invoicing needs. Our experienced team is dedicated to creating and maintaining your sales invoices accurately and efficiently, ensuring that all the necessary information is included. Whether you provide us with quotes, claims, jobs from a third-party software, or even manual data, we will handle it all. By entrusting us with your sales invoicing, you can focus on other important aspects of your business, knowing that your financial transactions are in capable hands.

Creating and tracking your sales invoices
Maintaining integration of 3rd party apps used to create your sales invoices
Maintaining sales invoice templates
Maintaining rate schedules
Adding new customer/client records
Job allocating
Set automatic reminders
Send monthly customer statements
Responding to client/customer invoice queries
Amending sales invoices when required
Unlimited email and phone support
Implementing processes and procedures
Debt collecting
Retention register
Quarterly and annual payment options (pay annually and receive 2 months free)

PAYROLL MANAGEMENT

We take the hassle out of managing payroll with our comprehensive payroll management packages. Our packages are designed to cater to businesses of all sizes and industries, ensuring that your payroll needs are met efficiently and accurately. With the use of cloud-based software, we streamline the entire payroll process, from calculating wages and taxes to sending employee payslips and filing payruns under Single Touch Payroll (STP) with the ATO. Our experienced team of payroll experts are here to help you regain control over your payroll while saving time, reducing errors, and increasing overall productivity.

Monthly, fortnightly, weekly processing
Collate and check over timesheets
Employee reimbursements
Track employee leave
Add new employees
Terminate employees
Pay employees
Send payslips
Payroll reports
File payruns under Single Touch Payroll with the ATO
Superannuation processing
Monthly IAS lodgements
Implement processes and procedures
Liaise with your accountant
Workcover remunerations
Incolink lodgements
CoInvest lodgements
Payroll tax lodgements
Expense claims
Quarterly and annual payment options (pay annually and receive 2 months free)

ONCE OFF PROJECTS

CATCH UP AND CLEAN UP BOOKKEEPING

Are you drowning in a sea of unorganised financial records and overdue bookkeeping tasks? Look no further than our Catch Up and Clean Up Bookkeeping Services. Our team of experienced professionals understand the importance of staying on top of your financial records and ensuring that your books are accurate and up to date. Whether you have fallen behind on your bookkeeping or need assistance in tidying up your existing records, our Catch Up and Clean Up Bookkeeping Services are here to help. With our efficient and meticulous approach, we will carefully review your financial documents, categorise transactions, reconcile accounts, and update your books with precision. Our comprehensive catch up and clean up bookkeeping solutions will leave you feeling organised and in control of your business finances once again.

CATCH UP BOOKKEEPING

Paperless processing
Transaction allocation
Bank account reconciliation
Customer sales invoices
Supplier purchase invoices
Job tracking
Supplier payments
Debt collecting
Implement processes and procedures
Reporting
IAS lodgement
BAS lodgement
TPAR lodgement
Liaise with your accountant
We can also -
Catch up payroll

CLEAN UP BOOKKEEPING

Identify & fix issues
Recommend processes and procedures
Reporting
Liaise with your accountant

PAYROLL SET UP AND PAYROLL REVIEW

We take pride in our comprehensive payroll set up and payroll review services which are designed to streamline and enhance your business operations. Our expert team understands the significance of accurate and timely payroll processing, ensuring that your employees are compensated properly and on time. With our payroll set up services, we collaborate closely with you to understand your unique needs, objectives, and legal obligations. Our tailored solutions encompass the configuration of payroll systems, employee data collection, tax calculations, and direct payment setup. Additionally, our meticulous payroll review service ensures that all your payroll calculations, deductions, and filings are accurate and compliant. We identify any discrepancies or errors, providing you with the peace of mind that your payroll processes are accurate, transparent, and efficient. With our payroll set up and payroll review services, you can focus on growing your business while leaving the payroll administration in expert hands.

PAYROLL SET UP

Add employees
Set up payroll categories
Set up automatic superannuation in Xero
Set up Single Touch Payroll with the ATO
Recommend processes and procedures
Liaise with your accountant

PAYROLL REVIEW

Review payroll set up
Review employee set up
Review current payroll processes and procedures
Review superannuation
Review leave accruals
Review balance sheet for issues
Review payroll payments to employees
Review set up of Single Touch Payroll with the ATO
Review payroll reports
Advise of any issues and recommend resolutions
Recommend processes and procedures
Liaise with your accountant

XERO SET UP AND XERO CONVERSION

We are proud to offer our top-notch Xero set up and Xero conversion services. Our team of experts is well-versed in the intricacies of Xero, the leading cloud-based accounting software. Whether you are a small business just starting out or an established business looking to upgrade your financial system, our Xero services ensures a seamless and hassle-free transition. We take the time to understand your unique requirements and tailor the set up to meet your specific needs. Additionally, if you are currently using a different accounting software and wish to convert to Xero, our experienced team will handle the entire process for you. From data migration to setting up chart of accounts, we ensure your conversion to Xero is smooth and efficient. You can trust us to optimise your financial operations with our comprehensive Xero set up and conversion services.

XERO SET UP

Set up Xero subscription
Add organisation details
Financial settings
Set up chart of accounts
Set conversion date
Bring in opening balances
Set up bank accounts
Activate bank feeds
Import missing bank transactions
Customise your sales invoice
Set up your repeating bank transaction rules
Unlimited email and phone support for up to 6 months
Add users
Basic Xero training digital pack
Recommend processes and procedures
Set up reports
Liaise with your accountant
We can also -
Set up payroll (for full inclusions see Payroll Set Up package)

XERO CONVERSION

Review your existing accounting software
Collate your business information
Set up Xero subscription
Organisation details
Financial settings
Chart of accounts
Set conversion date
Bring in conversion balances
Bank accounts
Activate bank feeds
Import missing bank transactions
Customise your sales invoice
Current plus previous year transaction history
Inventory items
Jobs, classes and categories
Customer and supplier details
Bring in open sales invoices
Bring in open purchase invoices
Set up your repeating bank transaction rules
Add users
Payroll set up
Set up reports
Basic Xero training digital pack
Unlimited email and phone support for up to 6 months
Recommend processes and procedures
Liaise with your accountant

Our packages offer exceptional value to our clients

However we do understand that every business is different and may have unique bookkeeping needs, so if you find that none of our pre-set packages meet your specific requirements, we can also tailor one just for you. We will take the time to understand your business goals and operational needs and then work with you to create a bookkeeping package that suits your business.

** All prices listed on this page are GST exclusive.