Image by Jeremy Wermeille


01/19 - 01/23

Essential things we do for you;

  • Posting all business bank transactions

  • Completing the bank reconciliations

  • Posting purchase invoices, expenses, and cash transactions

  • Credit card transactions and reconciliations

  • Completing the monthly sales and purchase ledger reconciliation

  • Completing the monthly sales tax reconciliation

  • Completing any payroll journals

  • Our record keeping education program

  • Access to our secure online portal

  • Annual trial balance

Your options in detail;

  • The essential things you need to do be compliant (listed above)

  • Your paperless expense and receipt processing system

  • Maximize your tax deductions*



Jewelry Appraiser


01/19 - 01/23

Items listed in Bronze plus...

  • Completion of sales tax returns

  • Adjusting for any foreign currency transactions

  • Maintaining your fixed asset register

  • Review of balance sheet items for accuracy

  • Annual business review

  • Your holistic cloud financial system

  • Unlimited email and telephone support



Gold bars and Financial concept, studio


01/19 - 01/23

Items listed in Bronze & Silver Plus...

  • Dedicated account manager

  • Summary management reporting

  • Cost control: Expense monitoring, analysis, and advice

  • Accounts receivable monitoring

  • Enhanced credit control

  • Precision accounting with accruals and prepayments

  • Regular business review meetings and advice

  • Supply of cloud accounting software – typically retails at $497 per annum