Bookkeeping, BAS and payroll made simple

Focus on what you do best and leave the rest to a specialist

Bookkeeping support

  • From $200pm depending on services provided and size of business
  • Support for QuickBooks
  • Initial meeting
  • Review of accounting file setup
  • Review allocation of transactions and GST (weekly/monthly)
  • Assist with reconciliation of accounts (monthly)
  • Assist with payroll including single touch payroll
  • Assist with setting up customised reports
  • Assist with collating year end records for tax return preparation
  • Tips and help to get better value out of your accounting system
  • Tips and help to improve your understanding
  • Unlimited email and phone support
  • And more as needed

Bookkeeping and BAS services

From $250pm depending on services provided and size of business
  • Support for QuickBooks
  • Initial meeting
  • Review/setup online accounting file
  • Review/allocate transactions and GST (weekly/monthly)
  • Reconcile bank and credit card accounts (monthly)
  • Reconcile balance sheet accounts (monthly)
  • Accounts receivable management
  • Accounts payable management
  • Attach source documents to transactions
  • Claims for fuel tax credits
  • Prepare and lodge BAS's
  • Provide valuable management reports (monthly/quarterly)
  • Lodge TPAR reports
  • End of year records to assist with tax return preparation
  • Unlimited email and phone support
  • And more as needed

Add payroll

From $110pm depending on frequency of services and number of employees
  • Support for QuickBooks
  • Setup payroll records
  • Process payroll (weekly/fortnightly/monthly)
  • Email payslips to employees
  • Single touch payroll reporting to ATO
  • Lodge activity statements with ATO (monthly/quarterly)
  • Lodge super guarantee with clearing house
  • Lodge payroll tax returns with RevenueWA
  • Reconcile payroll accounts (monthly)
  • Lodge end of year finalisation declaration with ATO
  • Unlimited email and phone support
  • And more as needed

Fees and terms

Reliable, personalised support to help business owners run successful businesses, for an affordable fixed monthly fee.
  • The monthly fee is based on a custom package tailored to your specific needs.
  • No lock-in contracts, you are free to end services at any time.
  • All work is performed remotely, with meetings available on request.
  • Unlimited email and phone support is included.
  • Complete confidentiality is guaranteed.

Sharon

  • As a registered BAS agent I must comply with the Tax Practitioners Board's professional code of conduct. I must be professional, honest, independent, competent, act lawfully in your best interests and have insurance. I must also meet continuing professional education and ongoing relevant experience requirements.
  • I am a QuickBooks Certified Advanced ProAdvisor with extensive hands-on experience and up-to-date training. I have used the software extensively over many years and have gained a solid understanding of the core features.
  • With more than 20 years' experience as a tax accountant I have looked after the tax and accounting needs of a diversified range of clients and developed a valuable understanding of the Australian tax system.

How it works

The process of achieving better financial management doesn't have to be complex, stressful and costly. It's easier than you think!

01 Get in touch and let's have a chat

  • Send a message and get in touch.
  • Let's chat about your business and how I can help.
  • We can work out the best solutions to meet your needs.

02 Focus on what you do best

  • Send your customer invoices
  • Pay your bills
  • Take photos of your receipts
  • Forward your pdf documents
  • Send employee time sheets/hours

03 BAS lodged and payroll processed

We can setup my own login to your online accounting file so that I can work on your records remotely. I will:
  • Update your records weekly/monthly from the bank feeds transactions and other information you make available to me.
  • Reconcile all accounts and ask for more details or clarification if required (monthly/quarterly).
  • Prepare your BAS's, send to you to review and sign, and lodge with ATO.
  • Send you valuable management reports and details of transactions to help you with your understanding (monthly/quarterly).
  • Process your payroll in your accounting file, send payslips to employees and lodge the required information with ATO.
  • Provide relevant reports and documents at year end to assist with the preparation of tax returns.

04 Accurate data and reports

My knowledge and understanding of your business will grow as time passes. You will benefit from valuable, personal assistance as needed from somebody who knows your business. Accurate, up to date records, reliable data and valuable management reports will guide you to:
  • Identify trends in your income, expenses and profits.
  • Track your working capital to manage your cash flow.
  • Manage your accounts receivable and accounts payable processes.
  • Gain a better understanding of how your business is performing.

05 Improved profits and cash flow

Some of the benefits:
  • Save time on your record keeping so you can focus on other aspects of your business.
  • Reduce the stress in meeting ATO compliance and reporting obligations.
  • Understand what areas of your business you need to focus on to increase cash flow and profits.
  • Benefit from timely tax advice and tax planning to reduce tax payable.
  • Take advantage of opportunities when they arise.
  • Feel more confident about the business decisions you make.
  • Feel more in control of your business finances.
Learm more - profits and cash flow

Your finance team

Working together for your business success

Bookkeeper and BAS agent

  • Accurate and up to date records
  • Payroll and super
  • Business activity statements
  • EOY records for tax preparation

Tax agent and accountant

  • Tax returns
  • Tax planning advice
  • Advice on business structures
  • Strategies for business growth

How we work together

As a registered BAS agent, I can keep your business records accurate and up to date. This ensures that your accountant has good quality financial information to prepare your tax return and provide the most beneficial advice for tax planning and business growth.
I can work with your accountant by providing a streamlined service with a focus on effective communication and collaboration regarding the relevant issues.
  • If you don't have a preferred accountant, I can recommend the services of some local accountants that I work with.
Read more - Why use a bAS agent?

Are you spending too much time on your business records?

Save time on your bookkeeping so you have more time to focus on growing your business
Enjoy peace of mind around meeting your GST and payroll reporting obligations
Have reliable data and reports to help you to understand how your business is performing
Get in touch if you would like some assistance to stay on top of your numbers to improve your cash flow and increase profits.