Responsibilities and oversight
Map the recurring tasks, who handles them now and which approvals should stay with your business.
Growing or outsourcing
As the workload grows, it helps to decide what your team should own and where outside support would be useful. We can discuss a specific function or a broader finance and administration arrangement.
Before deciding
You can start with what you know. The details can be discussed as the scope becomes clearer.
Map the recurring tasks, who handles them now and which approvals should stay with your business.
Describe the reports you use and the decisions you want them to support. That helps shape a practical scope for reporting and advisory work.
Relevant services
These are starting points for a conversation. The right scope depends on your circumstances.
Outsourced accounting, payroll and business administration for Australian businesses. Choose the functions you need and agree a clear scope.
Business advisory for startups and growing companies. Explore cash flow forecasting, budgets, financial analysis and outsourced CFO support.
Bookkeeping and payroll support for Australian businesses, including bank reconciliations, STP reporting and help with Xero or MYOB.
Prepare at your own pace
Map the work you might delegate and the oversight your business needs to retain.
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