Services

Finance administration, done properly and on schedule.

Six areas of support for small businesses, each scoped in writing to suit how your business runs.

What we do

Pick what you need, leave what you don't.

Some clients want everything handled. Others only need help with one stubborn task. Either is fine.

Financial record-keeping

Ongoing entry and filing of your transactions so your records stay complete and current.

  • Receipt and statement sorting
  • Transaction entry and coding
  • Digital filing you can find things in

Cash-flow organisation

A simple, regularly updated view of when money arrives and when it needs to go out.

  • Upcoming income and outgoings
  • Flagging tight weeks early
  • Regular check-ins on the picture

Invoicing and payables admin

Keeping money moving in both directions, without you chasing every invoice yourself.

  • Raising and sending invoices
  • Polite follow-up of overdue accounts
  • Scheduling supplier bills

Reporting preparation

Clear summaries of your records, and organised packs for whoever prepares your returns.

  • Monthly or quarterly summaries
  • Year-end packs for your accountant
  • Answers to their record queries

Budgeting support

Setting up a working budget from your own figures and tracking actual spending against it.

  • Budget built from your records
  • Actual versus planned comparisons
  • Notes on where spending drifted

Finance admin set-up

For new or growing businesses: putting sensible systems in place before the paperwork piles up.

  • Filing and record structures
  • Invoice and bill workflows
  • A routine you can keep to

Scope of our services

Our services are general finance administration and business support. They are not financial product advice, credit assistance, lending or registered tax agent or BAS agent services. For those, please speak with an appropriately licensed or registered professional; we are happy to prepare your records for them.

Who it suits

Built for small businesses in Melbourne's west.

  • Trades and services

    Sole traders and small crews who are on the tools all day and doing the books at night.

  • Shops and local operators

    Retail, hospitality and service businesses with a steady stream of receipts, suppliers and invoices.

  • New businesses

    Owners in their first year who want good habits and tidy records from the start.

Not sure which service you need?

Describe the problem and we will suggest a sensible scope.

Email us Contact page