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Bookkeeping, BAS, Business Advisory
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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 Advisory Packages
Accounting software and reconciliation wizards, Myob/Xero/QuickBooks Online experts. Efficient, effortless support - we love this stuff, so you don't have to!
Special Projects
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Big Clean-ups - get you up to date and correct
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Set up or migrate to a new accounting software
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Adhoc fixes, as needed
Recurring 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
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Personalised to your needs: Weekly, Fortnightly, Monthly or Quarterly
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
Accounting Software Training (Xero, QBO and MYOB*)
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1.5-2hr Zoom Training Session
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Personalised reference sheet
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Review of previous activity (if we are invited to your software min 3 business days prior), highlighting any issues
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Recording of our zoom to refer back to as needed
*MYOB AccountRight and select other Myob products
With our Bookkeeping, BAS, and variety of industry experience, we have special packages created to provide you with vital information for your business.
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Polished New Business Boost
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For those beginning your business journey, or in the early days
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Receive our general guide for New Business
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Optional:
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Set up or editting of your accounting software
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Personalised Zoom training of your accounting software
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Polished Review + Action Report
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A registered BAS Agent and Certified Bookkeeper will thoroughly review your current Accounting Software or process.
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We will then provide an Analysis, complete with Action Points, via a pdf (including personalised details and screenshots) and a video of your consultant going through these points.
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Ask questions, provide preferences and focus points
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Polished Comprehension & Projection
- Checklist for End of Month and End fo Quarter - personalised and clarified to your business
- How to review core reports (Profit & Loss, Balance Sheet + More). Learn what to notice, what to check and what the numbers mean
- Project for the future and prepare strategically
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Ongoing Business Guidance: If you're after further sessions, in addition to the above, we can set that up too. We do recommend a follow-up session after 2 to 4 months (unless requested earlier).
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Customizable Guidance: $--Contact Us!