I am entering a new phase of training business owners how to do their bookkeeping so that it is all up to date at the end of each quarter to allow for easy BAS lodgement and yearly for easy End of Financial Year.

Training will allow you to access all areas of Xero and realise what a time saver Xero can be.

BAS Lodgement can be carried out by sending your own Paper Lodgement, through your Accountant or as a BAS Agent I can provide you with that service.

Training can include the following:

Accounts Receivable
Entering Customer Accounts
Customer Invoices Printed & Sent Out
Payments Received
Monitoring of Aged Receivables
Direct Credits
Merchant Activity
Overdue Invoices
Reconciliation

Accounts Payable
Bills Received
Payments made
Monitoring of Aged Payables (Urgent Bills Paid First)
Monitor Cash Flow (To Avoid Problems)
Direct Debits
Bank Fees
Reconciliation

Bank Reconciliations
Business Bank Account
Credit Cards
Loans

Reports
Monthly/Quarterly Financial Reports
(Profit & Loss, Balance Sheet)

Payroll Management
Enter Employee Information
Pay Preparation from Timesheets
Process Pay Runs
Print / Email Pay Slips
Staff Payment
PAYG Withholding - Monthly/Quarterly Payments
Reconciliation

Superannuation
Set-Up Superannuation in Xero or through ATO Clearing House
Monthly/Quarterly Payments
Reconciliation

Leave
Calculations for: Annual Leave, Sick Leave,
Long Service Leave, RDO’s, Personal Days,
Termination Payments & Redundancy etc

End Of Year (EOY)
Staff Payment Summaries
Lodgement with ATO
Provide Accountant with Financials

Starting A Business

The process for a new business is pretty straight forward.

• Register with XERO, enter in all Business Details. Customize the Chart of Accounts to your business needs (liaise with Accountant), Customize Sales Invoices, Enter Contacts, Set-Up Bank Feeds and Payroll if required.
  
• I can give you one on one training and a few pointers on how to keep your paperwork in order.

MY MISSION
To Assist Small - Medium Businesses
with their BAS Requirements



CALL FOR A FREE CONSULTATION TODAY! 
MOBILE: 0411 634 155

Rescue Jobs

What is a rescue job?

This is where you're busy running your business and before you know it, your BAS is due and you have a couple of months to process and it will mean spending your spare time that you don't have to catch up and you are totally overwhelmed by the whole idea and don't know where to begin.

Maybe you had someone doing the bookkeeping for you and found that they weren't as experienced as you would have liked them to be. 

You don't have to stay awake thinking about this or be overwhelmed as to where to start to get things in order, I'm sure together we can get things back on track. 

Because every “rescue job” is different it will be hard to say exactly how long it will take to get everything up to date. Initially I will work with you to get back on top of your bookkeeping as quickly and as efficiently as possible.

Once everything is up to date if you require more training then that can be arranged.

Be aware that until everything is caught up any business decisions based on current figures may be unreliable and that you may be subject to ATO fines and interest if your lodgements are overdue.