The Small Business Lounge | Bookkeeping and Marketing Specialists

Our new client bookkeeping process:

Discovery chat

Review of your existing accounts

Customised proposal for services

Onboarding and your team

Ongoing support for your business

Our Packages

Bookkeeping and business support, flexible to your needs. We’ve developed three tiers of packages for you to choose from, depending on the level of support that you need from us.

Support

All packages can be customised to suit your needs.

Ignite

All packages can be customised to suit your needs.

Succeed

All packages can be customised to suit your needs.

How our outsourced bookkeeping service works

1

Business discovery call

  • Discuss your business, the current status of your bookkeeping, and your objectives.
  • Develop a tailored bookkeeping solution specifically designed to meet your business needs.
  • Identify any necessary cleanup tasks and suggest apps to streamline our work. We’ll then set a start date to ensure a smooth transition.

2

On-boarding with your bookkeeping team

  • Introduce you to our bookkeeping team. We begin by reconciling your accounts in Xero and provide updates on our findings as we go.
  • Maintain active communication with you to ensure our understanding of your business aligns with your goals and objectives.
  • Invest time in understanding your preferred communication style and workflow to establish an efficient and collaborative working relationship.

3

Managing day-to-day bookkeeping

  • Work on your accounts on the agreed-upon days, consistently delivering as promised.
  • Provide peace of mind by proactively communicating any issues or updates.
  • Follow up with you for any necessary information to ensure high-quality bookkeeping, and send regular updates and reports.

4

Continual improvement

  • Request regular feedback and inform you of any changes.
  • Adjust our processes over time and suggest improvements as Xero evolves or new apps become available.
  • Expand your bookkeeping team as your business grows to ensure a consistent and reliable outsourced service.

Get in touch, and we will give you a call today to understand your business and how we can help you →

    Get in touch, and we will give you a call today to understand your business and how we can help you →

      Frequently asked questions about bookkeeping services:

      Outsourcing bookkeeping allows you to focus on your core business activities while experts handle your financial records. It ensures accuracy, compliance with regulations, and can be cost-effective compared to hiring full-time staff.

      By outsourcing your bookkeeping, you can focus on growing your business. Managing your accounts is done by qualified bookkeeping professionals who are accountants, BAS agents, and Xero certified advisors with deep experience across many Australian small businesses. Your cashflow is managed, allowing you to focus on the core business that benefits your clients and generates revenue for your business. We find that small business owners typically choose to outsource their bookkeeping to us as a cost effective solution that scales with your business needs. You no longer need to employ full time accountants, and save money while knowing that your bookkeeping team is compliant with all professional standards legislation under the Tax Practitioners Board.

      We primarily use Xero for its robust features and user-friendly interface. However, we are also proficient in other popular bookkeeping software and can work with the system that best suits your business needs.

      We will work on your accounts based on the schedule we agree upon, whether it’s daily, weekly, or monthly. Our goal is to ensure your financial records are always up-to-date and accurate.

      The transition process involves an initial consultation to understand your current bookkeeping setup and business goals. We then develop a customised plan, identify any clean up work needed, and set a start date for a smooth handover.

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