Accounting and reporting
Financial Accounting
Preparation of annual and periodic financial statements for all business structures.
Comprehensive profit & loss, balance sheet, and cash flow reporting tailored to business needs.
Maintenance of accurate general ledger, journals, and chart of accounts.
Regular bank, credit card, and control account reconciliations (GST, PAYG, ATO accounts).
Management Reporting & Analysis
Monthly or quarterly management reports, including KPIs and performance dashboards.
Customised financial analysis, cost reviews, margin insights, and trend reporting.
Cash flow monitoring, budgeting updates, and variance analysis.
Industry‑relevant reporting packs to assist decision‑making
Bookkeeping & Transaction Processing
End‑to‑end bookkeeping including accounts payable and receivable processing.
Payroll processing and Single Touch Payroll (STP) compliance.
Supplier invoice processing, recurring transaction setup, and automated payment reminders.
Weekly, monthly or quarterly processing schedules to maintain up‑to‑date records.
Software & Systems Support
Setup and optimisation of Xero, MYOB, QuickBooks, Saasu, and add-on integrations.
Migration between accounting systems (e.g., MYOB → Qickbooks→ Xero).
Customisation of reporting templates, chart of accounts, and division/class reporting.
Training for internal staff on accounting system usage.
Compliance Reporting
Preparation of BAS, IAS, ASIC compliance, STP reporting, and superannuation lodgements.
ATO correspondence management and support for compliance reviews.
Ensuring timely and accurate submission of all statutory reports.
Controller-Level Reporting & Oversight
Acting as an internal financial controller for businesses needing higher‑level oversight.
Developing customised KPIs, reporting packs and dashboards specific to business operations.
Internal process review and improvement for stronger financial governance.