We’ve designed a proven process to help you move from financial chaos to clarity:
1. Initial Consultation & Assessment
We begin with a free consultation to understand how far behind your books are and identify your key issues.
2. Data Collection
We gather all relevant financial records – bank statements, receipts, invoices, payroll files, and previous BAS statements.
3. Data Entry & Reconciliation
Our team carefully enters and reconciles all outstanding transactions, ensuring your accounts match your bank records.
4. Payroll & BAS Review
We review and correct payroll records, superannuation, and GST reporting to ensure compliance with ATO requirements.
5. Financial Reports
Once your books are up to date, we generate accurate profit and loss statements, balance sheets, and cash flow reports.
6. Ongoing Support
We don’t just catch you up—we keep you up to date with regular bookkeeping services tailored to your business.