Bookkeeping / Secretarial Client Service Plans
Why Use Us
We Can:
- Offer flexibility by providing only those services you require
- Remove risks associated with employing staff directly
- Help future-proof your business
- Assist you to fulfil compliance requirements
- Deliver excellent quality and reassurance
- Work collaboratively together to ensure timely information is produced
- Assist you to uncover potential issues sooner rather than later
- Gather an in-depth knowledge of your operations which will enable us to easily assist you in other matters as required
- Work strategically with management
- Ensure segregation of duties and continuity of service
Services We Can Provide:
- Preparation or review of GST returns
- Prepare Monthly financial reports for management/committee meetings
- Compile a customised dashboard report on your chosen Key Performance Indicators (KPIs)
- Collection of mail
- Data entry into appropriate accounting package
- Payment of invoices
- Issue and collection of debtors
- Payroll service
- Grant application information
- Attendance at Board meetings
- Be second authoriser of bank payments/ transactions
- Work from your premises if required
Year End Services
- Annual Financial Statements in compliance with relevant standards
- Budget preparation and finalisation
- Income Tax Returns (If required)
- Phone & Email Support
- Preparation of work papers and documentation for auditor/reviewer to support balances within financial statements.
- Provide phone and email support
