Services
Keep your financial records organised through a structured monthly bookkeeping process. We help record routine transactions, reconcile bank and card accounts, organise supporting documents and identify missing information that needs your attention.
Process
Step 1
Bank feeds flow into your software and you send or upload supporting documents.
Step 2
Transactions are coded and bank and card accounts are reconciled.
Step 3
Anything unclear or missing is listed so you can answer it in one go.
Step 4
You receive a bookkeeping summary showing what was done and anything outstanding.
Included in every package. The package is chosen by your typical monthly transaction volume — Welcome, Essential, Growth or Premium — and confirmed in your engagement agreement.
See packages and pricesFAQ
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.
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.
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.
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.
Tell us about your business and bookkeeping needs. We will review your requirements and recommend the next step.