Melbourne based. Supporting clients across Australia.info@endeavouraccounting.com.au

Getting the books organised

Get a clearer picture of the work ahead.

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

Questions worth working through.

You can start with what you know. The details can be discussed as the scope becomes clearer.

The current position

Knowing the period covered by your records and any upcoming deadlines helps us understand the work involved.

One-off or ongoing help

Catching up on records and managing the next month are different jobs. Discuss each so the proposed scope is clear.

Prepare at your own pace

Bookkeeping preparation checklist

A broad picture of your records helps separate catch-up work from ongoing support.

Open the checklist

A few useful prompts

  • Note the last period your records were reconciled.
  • List the accounting software and payment systems in use.
  • Identify outstanding invoices or supplier records that need attention.

Print or download the full checklist. No email address needed.

How we start

A clear path from conversation to support.

You do not need every answer before getting in touch. We start by understanding the work.

  1. 01

    Tell us what matters

    Describe your situation, the work involved and the questions you want to discuss.

  2. 02

    Agree the scope

    Confirm the services, responsibilities and fees before deciding to proceed.

  3. 03

    Plan the handover

    Agree which records and access are needed, with permissions and responsibilities clear.

  4. 04

    Get the work underway

    Begin the agreed work and establish the communication and review arrangements.

Your next step

Take the next step when you are ready.

Tell us what you want help with. You do not need to have every detail settled.

Start a conversation