Full List of Services

We offer tailored packages to suit your business - whether you’re just starting out or your business is too big to manage on your own.

 

ACCOUNTING

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Essentials

1. Bookkeeping Services

  • Month End financial report and analysis

  • Bank and credit card reconciliations

  • Key Accounts and Balance Sheet reconciliations

  • Expense and accounts payables

  • Customer invoicing and accounts receivable

  • Collaboration with your Tax Accountant for year end

2. BAS administration and compliance

  • BAS Preparation and online Lodgement

  • Review of quarterly BAS related reports

  • GST reconciliation

  • IAS (Instalment Activity Statement) Lodgement

  • TPAR – Annual (Taxable Payments Annual Report)

  • Collaboration with your tax accountant

3. Payroll / HR admin & compliance

  • Employee set-up and record maintenance

  • Payroll processing, reconciliation and submission

  • Payroll PAYG reconciliation and submission

  • Workcover and other compliance requirements

4. Superannuation admin & compliance

  • Employee set-up and record maintenance

  • Superannuation processing, reconciliation and submission

5. Banking relationship improvement


6. Client Support (phone/email)

7.  Extras available

  • Internal controls, systems and procedure review

  • Cash flow forecast assistance

 

INSIGHTS

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ILLUMINATE

THE Essential services ABOVE, plus:

1.Forecasting

  • P&L

  • Balance Sheet

2. Management Reporting

  • Business Dashboard (at a glance visual array of financial and non financial insights)

  • P&L Performance scorecards/analysis (KPIs and ratios)

  • Monthly P&L vs budget (and prior year)

  • Balance sheet, reconciliation reports and analysis

3. Structured business review meetings

  • Structured regular business reviews to share insights that will shape your business

BUSINESS ADVISORY

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THRIVE

1. Business strategy and operational support

  • Business Plan

  • Business budget (P&L, Balance Sheet)

  • Cash Flow Forecasting

  • Implementation plan

  • Operational support

2. Management Reporting

  • Monthly P&L vs budget and prior year

  • Balance sheet, reconciliation reports and analysis

  • Performance scorecards and analysis (KPIs and ratios)

  • Cash flow reporting and analysis

  • Business Plan implementation progress tracking

3. Structured business review meetings

  • Structured regular business reviews to share insights that will shape your business