Owner-run businesses
Handing off the record keeping.
Organised day-to-day records
Bookkeeping
Turn the business records supplied into an orderly bookkeeping record for the agreed reporting period.
About this service
Recording your transactions properly
Bookkeeping is the routine work of recording sales, purchases, payments and receipts. Done regularly, it keeps the rest of your compliance simple.
Good books make year-end statements, GST returns and tax filings faster and more accurate.
Who it's for
Is this you?
Businesses with many transactions
Keeping volume under control.
New companies
Starting with good habits from day one.
What we handle
What working with us covers.
Every request is a little different, so we shape the work around your situation.
- 01Review of source documents supplied
- 02Recording and categorisation of transactions
- 03Follow-up on unclear or missing items
- 04Bookkeeping output for the agreed period
Before you start
What you'll need.
Have these ready and we can move quickly. Don't worry if something is missing; we'll tell you what to look for.
- Bank statements
- Invoices issued and received
- Receipts and expense claims
- Access to any accounting software you use
How it works
From first message to done.
- 1
Share your records
You send bank statements, invoices and receipts for the period.
- 2
Record and categorise
Each transaction is recorded in the right account.
- 3
Clear the questions
We list unclear items for you to explain.
- 4
Close the period
Your books are up to date for the period.
Questions
Bookkeeping: common questions.
Do I need accounting software?
Not necessarily. We can work with what you use, or with records you send us.
How often should books be updated?
Monthly is common for active businesses. Quarterly can suit smaller ones.
What happens to receipts I lose?
Missing records are flagged so you can find copies or note them properly.
Talk to us about Bookkeeping.
One message is enough to start. We reply with what applies to you and what we need.
