The current position
Knowing the period covered by your records and any upcoming deadlines helps us understand the work involved.
Getting the books organised
You do not need perfectly organised records to start a conversation. Tell us what is up to date, what has fallen behind and which tasks are taking too much of your time.
Before deciding
You can start with what you know. The details can be discussed as the scope becomes clearer.
Knowing the period covered by your records and any upcoming deadlines helps us understand the work involved.
Catching up on records and managing the next month are different jobs. Discuss each so the proposed scope is clear.
Relevant services
These are starting points for a conversation. The right scope depends on your circumstances.
Bookkeeping and payroll support for Australian businesses, including bank reconciliations, STP reporting and help with Xero or MYOB.
Accounting and tax support for individuals and businesses. Discuss tax returns, financial statements, GST and BAS with our Melbourne team.
Prepare at your own pace
A broad picture of your records helps separate catch-up work from ongoing support.
Open the checklistA few useful prompts
Print or download the full checklist. No email address needed.
How we start
You do not need every answer before getting in touch. We start by understanding the work.
Describe your situation, the work involved and the questions you want to discuss.
Confirm the services, responsibilities and fees before deciding to proceed.
Agree which records and access are needed, with permissions and responsibilities clear.
Begin the agreed work and establish the communication and review arrangements.
Your next step
Tell us what you want help with. You do not need to have every detail settled.
Start a conversation