What we do
& how we do it

YOUR BUSINESS FINANCIAL GLOW UP IS HERE

We are strategic financial expertise in your pocket & the best practice bookkeepers helping you stay in control.

We’re more than your average accountant

We’re driven to make a real, day-to-day difference to you & your business.

Our services are practical, tangible & will create & improve long-term value for you & your business. 

CFO Partner Program | Bespoke CFO
We specialise is partnering with business owners & senior executives to fill the strategic financial gap.
We call this our CFO Partner Program - the perfect way for you to access senior financial expertise without the cost & risk of hiring in-house.

For larger, more complex organisations with multiple stakeholders, we provide a Bespoke CFO service.
Fully customised CFO support co-designed to be flexible & continuously evolve with your needs. This service is perfect if you're reporting to a Board, Committee and/or Funding bodies.

Bookkeeping & Compliance | Xero Set Up & Training
We know top-quality bookkeeping is critical to knowing your numbers & running your business. That is why we also deliver best-practice ongoing bookkeeping, BAS & payroll services, to keep you in control.
You may hear typical accountants downplay the importance of having your books accurate & up to date throughout the year - that is because often they are focusing on their end of year compliance work.
We’re different.
We think business owners should have access to their business financials to support informed operational decisions, all year round.

Xero Set Up & Training

  • 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

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Bookkeeping & Compliance

  • 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

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CFO Partner Program

  • 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

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Bespoke CFO

  • 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

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