BOOKKEEPING
We start with your initial client handover and consultation to establish a clear understanding of your bookkeeping trends and what your priority goals are. You receive a comprehensive assessment of past allocations from Profit and Loss, and Balance Sheet as well as:
- Setup bank feeds
- Xero or similar status
- Reconciliation of bank accounts
- General overview of business efficiencies and costs
BUSINESS SYSTEMS
The right systems in your business are like pineapple and coconut, they just work together.
Whatever stage of growth your business is in you need efficient systems in the background to automate processes and simplify the running of your business. Saving you time and allocating your resources in the right way so your business is more efficient and productive.
I help you integrate the right systems for your business from start to finish.
- Setting up software
- Setting up standard operating procedures
- Manage data entry and integrity
- User Training
3. SOFTWARE TRAINING
Onsite training for your team to advanced level competence so your team and your systems work together seamlessly.
- How to input expenses
- Sales templates
- Sales invoices
- Emails to clients
- Scheduling when to recover outstanding payments
- Plus anything else your business needs to know