SBO SBO
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We tailor our services to suit your needs and wants for a fixed, affordable monthly price. We don’t charge by the hour. 

What you get

Bookkeeping & Compliance

  • Weekly bank and credit card processing
  • Accounts Payable management
  • BAS preparation
  • Payroll
  • Preparation of year end working papers with monthly balance sheet reconciliations

Reporting & Insights

  • Financial & management reports: We identify the financial and non-financial metrics you should be tracking. We build these numbers into a monthly reporting framework.
  • Forecasts & budgets: Gives you the confidence you need to make critical decisions around things such as hiring and purchases using solid numbers, instead of your gut.

Advice & Support

  • Cashflow management: A successful business needs a disciplined process around managing its cash flow. We provide you with a framework that gives you a clear and accurate view of your cash position at any time.
  • Monthly quality assurance review.
  • Phone & email support.

Pricing

The costs of our services vary on the size and complexity of your business, and the specific services you choose. We will need to speak to you in order to give you a specific price. Generally speaking, our prices are similar to that of a typical bookkeeping service.

Want to see what this means for you? Get a free strategy session.

Want to jump right in? Here is what to do next.

Our engagement process is a little different to others. We take our potential clients through a commitment-free, fee-free engagement process to understand your businesses at a technical level:

  1. An initial, 45min video call to understand your finances and business challenges.
  2. We execute an NDA, gain access to your accounting system and conduct a high-level, complementary financial analysis of their business. We spend about 3 hours of our time doing this.
  3. We present the results of our analysis, along with our recommendations. This discussion informs a proposal, which documents how we can help solve your problems.
  4. We have a ‘next steps’ meeting, where we discuss the final proposal and next steps.
  5. The deal is done, and then we continue our work.

Why do we go to all this effort? So we make sure that we are able to deliver value, and so you can be sure of what you’re getting.