OUR PACKAGES

FLOW

Creating flow with simplified bookkeeping support

Bookkeeping

  • Prepare and process supplier invoices and receipts
    (up to 5 per month) including sourcing if required

  • Prepare supplier payments ready for approval/payment

  • Prepare customer invoices ready for approval
    (up to 20 per month)

  • Xero Bank Reconciliations

  • Basic monthly reporting

  • Bookkeeping up to date and ready for your BAS agent or accountant

Accounts email support

  • Monitor inbox for accounts-related correspondence

  • Process supplier invoices and bills

  • Manage invoice queries and requests within agreed scope

  • Delete junk and spam emails

  • Follow up or attempt to source missing invoices, bills and receipts

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NAVIGATE

Helping you navigate your day-to-day with confidence

Bookkeeping

  • Prepare and process supplier invoices and receipts including sourcing if required

  • Prepare supplier payments ready for approval/payment

  • Prepare customer invoices ready for approval

  • Xero Bank Reconciliations

  • Monthly reporting

  • Bookkeeping up to date and ready for your BAS agent or accountant

  • Monitor overdue customer invoices

Email support

  • Monitor inbox for accounts-related correspondence

  • Process supplier invoices and bills

  • Manage invoice queries and requests within agreed scope

  • Delete junk and spam emails

  • Follow up or attempt to source missing invoices, bills and receipts

  • Send standard business emails within agreed scope

Administration

  • Draft quotes in Xero using client-supplied information ready for approval

  • Calendar and scheduling support using existing systems

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VOYAGE

Full front office to back office support for your journey ahead

Bookkeeping

  • Prepare and process supplier invoices and receipts including sourcing if required

  • Prepare supplier payments ready for approval/payment

  • Prepare customer invoices ready for approval

  • Xero Bank Reconciliations

  • Monthly reporting

  • Bookkeeping up to date and ready for your BAS agent or accountant

  • Follow up overdue customer invoices

Email support

  • Monitor inbox for accounts-related correspondence

  • Process supplier invoices and bills

  • Manage invoice queries and requests within agreed scope

  • Delete junk and spam emails

  • Follow up or attempt to source missing invoices, bills and receipts

  • Send standard business emails within agreed scope

  • Manage the inbox on your behalf

  • Reply to enquiries using information you’ve provided, and flag anything that needs your decision

  • Prioritise urgent emails and keep the inbox organised

Administration

  • Draft quotes in Xero using client-supplied information ready for approval

  • Request and coordinate supplier pricing to assist with quoting

  • Calendar and scheduling support using existing systems

  • Track projects and expenses within agreed scope

  • Site safety compliance & business records support

  • Provide general administration support within agreed scope

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ADD-ONS

Add any of these to your package:

  • We set up new starters in Xero and collect their licences, tickets and ID, so your paperwork is in order from day one.

  • We collate and review your contractor records and prepare the information ready for lodgement by your accountant.

  • We collate your fuel information, prepare the monthly calculations and records, and send them to your accountant to process.

  • We help maintain your accreditation records, keep track of compliance requirements and set reminders so nothing lapses.

  • We keep your White Cards, tickets, insurances and compliance records current and organised, so the paperwork is ready when a builder or client asks. Included in Voyage.

Need something that isn’t listed? Ask us, and we’ll quote it separately.

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XERO CERTIFIED