BOOKKEEPING CAN BE EASY
ARE YOU USING THE RIGHT TOOLS?
OUR 5 STEP METHOD TO BUILDING A SOLID FINANCIAL FOUNDATION FOR YOUR BUSINESS
The first step is to figure out where you are now and solve any urgent issues such a cash flow shortage. We then look at where you want your business to go.
The next step is setting up a Cloud bookkeeping system, such as Xero or Receipt Bank, which allow us to complete your bookkeeping with ease, including reconciliation of your bank accounts with the click of button. The simplicity of these tools means we can measure your obligations such as GST, PAYG and Super, without drowning in paperwork.
Now all your numbers have been uploaded and are correct, we can focus on making sure clients who owe money pay their invoices into your cash flow so that you no longer have to shuffle bills.
This step is where we assist you to master your money through education and training. Whilst we are specialists in the money department and we don’t expect you to fulfil that role, we do believe that it is important for you as the business owner to have some understanding of the numbers. This step is where we tailor training and education to suit you and your business.
The final step to ensure your financial foundation remains solid over time, is maintenance. Regularly reviewing and revising your business will ensure you can remain aware of the state of your business, so that financial foundations don’t erode over time.
Just like you we have a number of specialist tools in our toolkit to make sure the job is done right.