Our services

Bookkeeping support,
at your level.

Choose the service that matches your business today. We can adapt the level of support as your needs change.

01

The essentials

Cashbook

We track the cash flowing in and out of your business and balance your cashbook against your bank statements.

What you gain

  • Reliable everyday transaction records
  • Bank reconciliation
  • Minimum tax-compliance requirements
  • Informative cash-basis reports

Best suited to

Sole traders and contractors with minimal transactions, residential rental properties, and small start-up businesses.

Cashbook bookkeeping
02

A wider view

Cashbook + Sales

We track cash movements together with expected inflows through accounts receivable and expected outflows through accounts payable.

What you gain

  • Day-to-day transaction records
  • Accounts receivable and payable
  • Tax-compliance support
  • Accrual-based reporting
  • Workpapers compiled for your accountant

Best suited to

Professional services, retail businesses, tradespeople and trade businesses.

Sales and purchases bookkeeping
03

Complete visibility

Cashbook + The Works

Full cashbook, receivables and payables support, backed by a 12-month budget, five-weekly cashflow and regular management reporting.

What you gain

  • Reconciled cashbook, receivables and payables
  • Regular budgeting and cashflow forecasts
  • Monthly management reporting
  • Tax-compliance support
  • Accountant-ready workpapers

Best suited to

Businesses that are serious about understanding and actively managing their financial position.

Complete bookkeeping and reporting
04

Guidance on demand

Self-managed

You manage your everyday bookkeeping while we provide guidance, oversight and help with queries—especially around tax time.

What you gain

  • A reliable bookkeeping method
  • Expert guidance when needed
  • Review and query support
  • A cost-conscious service model

Best suited to

Business owners with time, sound basic bookkeeping and coding knowledge, and an understanding of tax compliance.

Self-managed bookkeeping support

Not sure which fits?

We’ll help you choose.

Discuss your needs