Combines strategic oversight with hands-on implementation

• Well-suited for startups and SMEs

• Can be effectively outsourced on a part-time basis

Stay focused on running your business while we keep your numbers in check.

Our bookkeeping service ensures your accounts are accurate, up to date, and ready whenever you need them.

From day-to-day transactions to month-end reporting, we’ve got the detail covered so you can make decisions with confidence.

• Recording and reconciling transactions

• BAS and GST preparation

• Payroll processing and superannuation

• Accounts payable and receivable tracking

• Monthly management reports and insights

• Package customised to your needs

Every business has sticking points: whether it’s systems that don’t work, backlogs that pile up, or growth plans that never get off the ground.

This consultancy package puts an end to those gaps. We provide the know-how, the manpower and clear, mapped-out, practical solutions that suits your business needs.

For tasks and projects with a clear finish line or as a way to get started when the scope of recurring services are still solidifying.

Projects such as, but not limited to:

• Historical Cleanup

• Implement Internal Processes

• Internal Staff Training

• Leave Coverage

• EOFY and Audit Support

• Custom Reporting

• Cash flow reviews and forecasting

• Budget setup and variance analysis

• Pricing strategy and margin improvement

• Documenting Standard Operating Procedures (SOPs)

• and the list goes on…

This session is designed for business owners who want to finally understand their financials in plain English — no jargon, no confusion.

What you’ll get:

• A 2-hour on-site session for up to three participants, guided by a qualified senior CPA consultant.

• A guided walkthrough of your Profit & Loss, Balance Sheet, and cashflow.

• Clear explanations of key financial terms so they actually make sense.

• How to spot trends and red flags in your numbers before they become problems.

• Practical tips to track cashflow and profitability with confidence.

• A handy workbook to keep and refer back to after the session.

Who it’s for:
Business owners at any stage: from those just starting out, to managers stepping into finance for the first time, to growing businesses with turnover from $100k upward.

We specialise in supporting cafés, not-for-profits, and retail/wholesale operators who want clarity and confidence in their numbers. If your business falls outside these areas, we’d still love to hear from you.

And don’t worry: your books don’t need to be perfect to get value from this session.

This is for those small businesses and solopreneurs who have their own bookkeeper or want to take care of their own bookkeeping.

This offers them the peace of mind that someone is available for questions on how to handle transactions and also to review their books every quarter. It’s a great option for businesses just starting out who can’t quite afford to hand over all of the bookkeeping

• Quarterly catchup via Microsoft Teams (recorded)

• Qualified CPA review of your financials

• Detailed listing of what needs to be addressed or corrected

• Recommendation of time-saving tools, if applicable

• Sound board for related accounting questions