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Personalised Bookkeeping, BAS, Business Consulting
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Services
Accounting Software
Training / Support
Our team prides itself on keeping up to date with the ever-changing landscape of accounting software. We are committed to ensuring our clients use the software that suits them best, so we maintain an Expert level of proficiency with the "big 3": Xero, MYOB, and QuickBooks Online, and will support you with the software that YOU want to use.
Our services are wide ranging:
To Start
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Set up accounting software, personalized to your business
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Migrating from one software to another (ie QBO to Xero)
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Zoom training for you and your team
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Follow up support as needed
Ongoing
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Reconcile for you, and/or answer queries about how to reconcile particular transactions
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Process Payroll & Superannuation
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Assistance in identifying Awards, pay rates, and employee entitlements
Monthly/Quarterly/As Needed
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Run reports and provide analysis, esp Cash flow, Profit & Loss, and Balance Sheet reports
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Training and as-needed assistance
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Single Touch Payroll and Superannuation Clearing House lodgements
More
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Webinars
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Workshops
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Speaking at Seminars and Conferences
Polished Price
We are partners with QBO, Xero, and Myob; thus, any subscription that we "manage" and pay to the supplier, we get a discount or other incentive. To support our clientele, we offer the option for you to enjoy part of that savings :-)
How it works:
- The Polished Price will always be 10% less than RRP.
- You pay Polished via Direct Debit, Polished Pays Xero/QBO/MYOB
- If you need to upgrade or downgrade your plan, you just let us know
- If the Software provider increases their rates, Polished will follow suit, but still be 10% less than the new RRP.
- At any time, you can have your subscription transferred back to you, to pay RRP directly to the Software provider.
- You do not need to use any of our other services :-)
- If you have a current subscription, there is a $39 initial set-up fee to transfer the subscription. No further ongoing fees unless you use our bookkeeping or other services.
- If you do not have a current subscription, we suggest reviewing the current promotions directly from the software provider. Usually, they offer 3 to 6 months at 25 to 50% off for new subscribers - set up your file directly through them, and then transfer to Polished after your promo period finishes. If you'd like help setting up your new file, we can do this for you for an additional fee (contact us for a no-obligation quote).
Bookkeeping, BAS, GST, Payroll
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Business Consulting Packages
With our Bookkeeping, BAS, and Business Guidance experience, we have special packages created to provide you with vital information for your business.
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Review + Action Report: A registered BAS Agent and Certified Bookkeeper will thoroughly review your current Accounting Software or process. We will then provide an Analysis, complete with Action Points, via a pdf (including personalized details and screenshots) and a video of your consultant going through these points.
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Pain Points to Plan: We will have two Zoom sessions and you'll be provided with a clear plan to consider. The first session is about information gathering. We will ask you a series of questions about your processes, and goals and give you opportunity to tell us everything on your mind. Then, we will walk away and create a Plan for you that identifies the next steps and gives ideas on how to take action immediately. In the second session, we will go through the plan to tackle all your pain points. This Zoom will be recorded so you can reflect on it as needed.
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Ongoing Business Guidance: If you're after further sessions, in addition to either of the above, we can set that up too. We do recommend a follow-up session after 2 to 4 months.
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Customizable Guidance: $--Contact Us!
Accounting software and reconciliation wizards, Myob/Xero/QuickBooks Online experts. Efficient, effortless support - we love this stuff,s o you don't have to!
Recordkeeping
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Reconciliation of income and expenses
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Data entry of supplier receipts
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Troubleshooting & assisting with historical errors
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Accounts allocation review
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End of Month review and reconciliation
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End of Financial Year review and reconciliation
BAS Agent
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Review/provide historical BAS/IAS lodgements records
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Review data and lodge current BAS/IAS
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Meetings & discussions regarding accounting systems and processes
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ATO email/phone correspondence