Accounting & Bookkeeping
Packages
clarity in your numbers
Know and understand your business numbers like the back of your hand.
feel Supported
An expert to lean on to get the right answers to your questions.
confidence in your growth
Peace of mind that your business is operating how it should.
easy peasy
No more sleepless nights or hours on google, we make managing your bookkeeping simple.
Choose the perfect plan
Work with us monthly while we manage all or part of the financial side of your business. Packages include monthly bookkeeping, performance review, compliance filings, budgeting, forecasting, and CFO consulting.
Bookkeeping Starter Package
Essential for businesses wanting to get their financial ducks in a row.
monthLY PACKAGE
- Detailed product / service sales tracking
- Monthly receipt tracking and expense categorisation.
- Monthly bank reconciliation.
- Preparation & lodgement of GST / PST returns (if applicable).
- Provide detailed P&L and accompanying notes on performance.
- System configuration of accounting software with key applications
- Year end procedures to prepare books for tax filing.
Accounting Growth Package
Best for businesses ready to consistently achieve their ambitious goals.
montHLY PACKAGE
- All Starter inclusions plus +
- Monthly performance review.
- Monthly comparison against forecast.
- Identification of business goals.
- Identification of key areas of growth & focus.
- Monthly review of business dashboard.
- Monthly update of rolling forecast.
- Monthly cash management review and planning. Including allocating funds for tax and owners pay.
- Monthly 50-minute zoom call to review the above and other financial questions.
- Availability to answer financial related questions throughout the month.
CFO
Empire Package
Comprehensive weekly bookkeeping, accounting & CFO support for thriving businesses
monthLY PACKAGE
- All Starter + Growth Inclusions plus +
- Weekly monitoring of finance email inbox.
- Weekly reviewing accounts payable
- Weekly processing of vendor payments.
- Matching payments received to invoices.
- Monitoring accounts receivable and following up on outstanding payments from clients.
Looking for something else?
Frequently asked questions
You will work directly with me Anthea! Along with my small team, we will ensure your business financials are managed timely & accurately.
We understand the importance of getting face-time with your accountant. This is where the real magic happens! That’s why most packages include at least one monthly 1-1 session for you to get answers to all of your questions.
We have been at this for a while, we are familiar with most accounting software including Quickbooks, Xero, Wave, Freshbooks and Sage.
Have a shopify store, take square payments and connect to a honeybooks account? No problems, we will integrate all payment and CRM systems with your accounting software to ensure all data is captured and automated when possible.
In our first discovery call we will dive under the hood of your business. We will create a plan, recommend systems and services that will best suit your business.
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