FAQ
Frequently asked questions
Straight answers about what we do, what we don't, and how it works.
Services
What does monthly bookkeeping include?
Monthly bookkeeping covers recording routine transactions, reconciling your bank and card accounts, organising supporting documents, following up missing records and giving you a monthly summary of what was done and what is outstanding. Growth and Premium add accounts administration and monthly reports. The exact scope is confirmed in your engagement agreement.
Do you offer catch-up bookkeeping?
Yes. We first assess your records, software and the outstanding transaction volume, then give you a separate quote for the work. We do not quote a fixed price before assessing the backlog.
Pricing
How do you count transactions?
A transaction is a single line item in the accounting software's bank feed or ledger that requires categorisation, reconciliation or review. A single bank-feed line covering multiple invoices counts as one transaction. Transactions that must be split into multiple resulting ledger lines count according to the resulting lines. We count transactions per billing month, and we will show you the measured volume if it ever goes over your package limit.
Are software subscriptions included?
No. Your accounting software subscription stays in your name and is paid by you, so you always own your file and your data. Our packages cover the bookkeeping work only.
What happens if I exceed my package limit?
Nothing changes automatically. If your transactions go over your package limit, we flag it, show you the measured volume against the limit and talk to you about the options — staying where you are for an unusual month, moving to another package or a custom quote. Your fee and scope only change with your agreement.
Can you support multiple entities?
Yes, by agreement. Each package covers one accounting file unless otherwise agreed. Additional entities or files are quoted separately before work begins.
Software
Which accounting software do you support?
We work with Xero, QuickBooks Online and MYOB. If you use something else, mention it in your enquiry and we will tell you whether we can support it before you commit to anything.
Scope
Do you prepare or lodge BAS?
Our standard packages currently cover bookkeeping and financial record maintenance only, and do not include BAS or tax lodgement services. We can help you understand the bookkeeping scope, or refer you to an appropriately registered tax practitioner.
Do you prepare tax returns?
Our standard packages currently cover bookkeeping and financial record maintenance only, and do not include BAS or tax lodgement services. We can help you understand the bookkeeping scope, or refer you to an appropriately registered tax practitioner.
Do you provide tax advice?
Our standard packages currently cover bookkeeping and financial record maintenance only, and do not include BAS or tax lodgement services. We can help you understand the bookkeeping scope, or refer you to an appropriately registered tax practitioner.
Do you offer payroll services?
Payroll is not included in our standard packages. If you need payroll support, ask us and we will explain what we can help with or refer you to an appropriate provider.
About us
Where is the delivery team located?
Our bookkeeping is delivered by authorised team members based in Malaysia, working in your cloud accounting software under documented procedures and review controls, with oversight from an experienced accounting professional. We do not claim to have staff in Australia unless that is the case.
Privacy
How is client information handled?
We work inside your cloud accounting software using individual user access, so we never need your passwords. Access is limited to authorised team members who need it for your work, and it is removed when it is no longer required. Our website enquiry form never asks for bank statements, passwords, tax returns or identity documents. Our Privacy Policy explains what we collect, where it is stored and how to contact us about it.
Getting started
How do I receive a quote?
Complete the quote form with a few details about your business, software and monthly transaction volume, or message us on WhatsApp. We will review your requirements and recommend a package or explain the next step. If your needs fall outside our standard scope, we will tell you before anything proceeds.
How does onboarding work?
Onboarding follows four steps: you tell us about your business, we confirm your bookkeeping requirements, we agree your package and scope in an engagement agreement, and then we set up access to your accounting software and start the monthly workflow. If your records are behind, we will suggest catch-up work first.
How do cancellations work?
Cancellation terms, including any notice period, are set out in your engagement agreement so you know them before work begins. When an engagement ends, we hand back any documents you provided and remove our access to your accounting software.
Can you work with my existing accountant or tax practitioner?
Yes. Many clients keep their accountant or registered tax practitioner for tax work while we keep the books organised. With your permission, we can provide them with access to reconciled records and the reports they need.
Still have a question?
Tell us about your business and we'll answer it with your situation in mind.