What we do
& how we do it

YOUR BUSINESS FINANCIAL GLOW UP IS HERE

We are your financial partner inside your business as part of your team. We also connect to your external tax accountants & auditors as needed.

  • All about getting your started on the right foot!

    • Set up Xero

    • Set up paperless books process

    • Train you for DIY Xero

    • Review, fix & optimise your Xero

    • Register with ATO for GST or PAYG Withholding Tax (employer)

    • Quarterly review of your books

    • Quarterly BAS lodgement

  • Getting you in control of you books & focusing on what you do best!

    • Review, fix & optimise your Xero

    • Ongoing books up to date & accurate

    • Ongoing list of bills to pay by due date & bank batch file for you to pay in one click

    • Ongoing pays processing (inc STP) & bank batch file for you to pay in one click

    • Ongoing payments of super through Xero each pays cycle

    • Monthly lodgement of IAS

    • Quarterly lodgement of BAS

    • Annual lodgement of TPAR

    • Quarterly financial reports

    • Ongoing financial perspective to boost your financial understanding & confidence

  • This is where the magic starts to happen!

    • Review, fix & optimise your Xero

    • Annual actionable business planning workshop

    • Annual forecast

    • Ongoing cash flow scenario planning

    • Monthly financial insights

    • Quarterly CFO partnering sessions looking back/forward

    • Ongoing business owner coaching

    • Dedicated CFO partner

  • Completely tailored approach recognising the size, complexity & uniqueness of your organisation!

    • Full month end cycle management

    • Full budget cycle leadership

    • Scenario modelling

    • Finance training & empowerment

    • At call strategic financial advice

    • Financial policy support

    • Process improvement

    • Guidance & mentoring for your bookkeeper