What’s Included:

• Excel management spreadsheet
• One-on-one consultation (when needed)
• Setting up and maintaining general ledgers
• Bank and credit card reconciling (up-to 50 transactions p/m)
• Accounts payable and accounts receivable management 
• Preparing financial statements (income statement, balance sheet, cash flow statement etc)

Note:
The above package provides a starting point for managing your finances. If you have unique requirements or seek a strategy that’s more tailored to your personal or business situation, please contact us.

What’s Included:

• Everything listed in Basic Bookkeeping Package
• Xero File setup (substituting excel)
• Bank/credit card reconciling (up-to 200 transactions p/m)
• Payroll processing 
• Budgeting and forecasting
• Strategic planning support

Note:
The above package provides a starting point for managing your finances. If you have unique requirements or seek a strategy that’s more tailored to your personal or business situation, please contact us.

What’s Included:

• Creating custom budget template (Designed for your needs)
• Budgeting and cash flow management 
• Setting financial goals and developing a plan
• Risk management 

Note:
The above package provides a starting point for managing your finances. If you have unique requirements or seek a strategy that’s more tailored to your personal or business situation, please contact us.