Service 04

Bookkeeping

Monthly bookkeeping in your accounting software, so your numbers are always current.

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Bank feeds coded, invoices and bills matched, and a one-page summary each month that tells you where you stand.

Fee: From $390 a month
Hours: Mon–Fri 8:30am–5:30pm · Sat 9am–12pm

Included

What’s included

Bank feeds coded
Monthly one-page summary
Payroll on request

A stack of cream folders, a spiral notebook and a plain cup on a sunlit desk

Getting started

Not sure what to bring?

1 Which sounds most like you?

EmployeeSalary, a few deductions Sole traderAn ABN, maybe some GST Rental ownerOne or more investment properties Company or trustA structure with its own return

2 When would you like to start?

This week This month Before the deadline

What to bring

Income statement (from your employer, in myGov)
Receipts for work-related expenses
Private health insurance statement
Bank interest and any dividends

Business income and bank statements
Expenses, invoices and receipts
Vehicle logbook or kilometre records
Last BAS, if you’re registered for GST

Rental statements from your agent
Loan interest statement
Rates, insurance, strata and repairs
Depreciation schedule, if you have one

Last year’s financial statements
Bank and loan statements for the entity
Payroll and super records
Minutes or trust resolutions, if any

Your choice: Employee · This week

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A starting list, not tax advice. We confirm exactly what we need when we talk.

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