How it works
A clear start, then the same rhythm every month
Four steps, a written scope before work starts and a short summary each month.
- Step 01
Short call
Fifteen minutes about your business, your software and what’s overdue. We send a written scope afterwards, so you can see what’s included before anything starts.
- Step 02
Access and records
You add us as a user in your software and share the records on the checklist. No passwords by email.
- Step 03
Catch-up and setup
We bring the books current, tidy the chart of accounts and set up bank feeds and receipt capture.
- Step 04
Monthly rhythm
Each month: reconcile, code, close and send a short summary. At quarter end, a BAS-ready pack goes to your agent.
A month at a glance
A typical month for a client on a monthly package.
- Week 1
Reconcile
Bank and card accounts matched to the statements.
- Week 2
Bills
Supplier bills entered, matched and queried.
- Week 3
Reports
Profit and loss, cash position and aged receivables.
- Week 4
Close
Month closed and a short summary sent to you.
Example schedule. Your schedule is agreed in the scope.
What we need from you
Less than most people expect, and all of it on one list.
Access, not passwords
You add us as a user in your own software, with the level of access you choose.
The records on the checklist
Statements, open bills and a few notes about how the business runs.
Nothing sensitive by email
Never email passwords or tax file numbers. A real practice would give you a secure method.
Next step
Ready for step one?
Fifteen minutes is enough to see what’s behind and what’s coming up.
Demonstration site. The enquiry form does not send.