How it works

From hello to steady monthly books.

No jargon and no surprises. Here’s exactly what happens when you get in touch.

  1. Quick chat

    Send us a message and we’ll set up a free 15-minute call. We’ll ask about your business, your software and where the books are at.

  2. Books health check

    You invite us into your accounting file as an advisor user. We review it and tell you plainly what’s right and what needs work. We never ask for your banking passwords.

  3. Clear monthly package

    We send a written quote with a fixed monthly fee. Catch-up work, if needed, is quoted separately and up front. Nothing is payable until you accept.

  4. Steady delivery

    Every month: reconciled accounts, checked GST coding, payroll if you need it, BAS prepared and lodged on time, and a short report you can actually read.

What the technology does

  • Bank feeds and rules speed up reconciliations and coding
  • Receipt capture keeps source documents attached
  • Consistent checks tighten GST and audit trails
  • Access controls keep your file secure

What a person does

  • Reviews every reconciliation and exception
  • Checks GST before any BAS is lodged
  • Answers your questions
  • Works with your accountant at year end

Get your Sunday nights back.

Tell us what’s messy. We’ll reply within one business day with a straight answer on how we can help.

Book a free 15-minute chat