Tailored bookkeeping services for time-poor business owners
Stressing out about mountains of paperwork? How about overdue deadlines? Perhaps you don’t know where to start? We have the bookkeeping services tailored to your exact needs.
- Or visit us in John St, Pakenham, VIC
Registered BAS Agents
BAS Agent No. 24752522
You focus on running your business. We'll handle the monthly reporting and compliance
Few businesses have the time to juggle both their business and bookkeeping requirements. A tailored Bookkeeping Service can save you time and money by taking care of all your bookkeeping needs so you can be left to run your business.
As a business owner you cannot afford to spend hours trying to keep track of your financial information. Having your compliance lodged on time and understanding where your cash is going is the key to easing this pressure.
JW Bookkeeping Service can customise our services to fit your specific needs and we can do as much or as little as you need us to. You can still manage the day to day tasks while we handle the monthly reporting and balancing. Or, we can handle all of it.
We are even happy to work at your place or ours in Pakenham and even offer a free document pick-up and delivery service.
How to know if you may need our help
- Who owes me money?
- Who do I owe money to?
- When is my BAS due?
- How do I pay Superannuation for my employees?
- Did i make enough money this month to cover my expenses?
Types of industries we serve
We provide bookkeeping services to sole traders, sub-contractors and small businesses.
Tradespeople
- Electricians
- Plumbers
- Builders
- Carpenters
- Pest Controllers
- Mechanics
Professionals
- Hairdressers
- Insurance Brokers
- Financial Planners
- Photographers
- Web Developers
- Digital Marketers
Health Sector
- Chiropractors
- Physiotherapists
- Personal Trainers
- Myotherapists
- Disability Care Providers
- General Practitioners
Types of clients we serve
From brand new businesses to well-established businesses
I've just registered my ABN and I need help
Congratulations! You’ve taken a brave step and followed your dream to run your own business and be your own boss. You might just need a little extra help in setting up your finances and bookkeeping systems so that it runs like smooth sailing. This is where we can help you get off the ground.
- We'll set you up with cloud accounting
- Establish systems for paying bills
- Show you how to record transactions
- Help you manage paperwork
- Translating ATO terms like STP, BAS, TPAR
- Help you with employing staff
Review and quarterly BAS lodgements
You might be like some of our hands-on business owners who prefer to do their own books but need extra assistance with oversight and quarterly BAS Lodgements. We can help you as well! We will review all your work each quarter and make sure everything’s up to speed before we lodge your BAS.
- Provide cloud accounting training
- Review bookkeeping work on a monthly or quarterly basis and
- Complete and lodge quarterly BAS's lodgements
My business is in the growth phase
If you’re fortunate enough to have outgrown your business and you need an extra helping hand with your finances, then we can support you also. We know one of the challenges of growing a business is pulling away from the daily tasks and working on the bigger picture tasks, and this is where we can help time-poor entrepenours gain back some valuable time so they can focus on what really matters – growing your baby!
- We'll manage all the paperwork
- We'll process all transactions
- We can process Payroll and pay your staff
- We can provide you with financial reporting
Accounts Payable
- Data Entry of invoices
- Reconciliation of invoices with supplier statement
- Payment of invoices on fortnightly or monthly basis
- Processing payments
- Sending remittances
- Payment & Filing of all personal expenses also available
- Process journal entry for accruals at month end if required
Accounts Receivable
- Conducting reference checks for new credit customers
- Processing invoices and payments received
- Send Statements monthly
- Begin collection process after 7 days overdue
- Report to management on fortnightly or monthly basis on collections progress
- Provide for any doubtful debts if required
Banking
- Ensure all transactions are processed including bank fees, loan payments etc
- Perform bank reconciliation on fortnightly or monthly basis
- Reconcile any credit card or loan statements on monthly basis
- Discuss any discrepancies with management on monthly basis
- Reconciliation of all personal loans, bank statements and credit cards also available
Payroll
- Maintain Employee records
- Process payroll on weekly, fortnightly or monthly basis
- Calculate and pay PAYG on monthly or quarterly basis
- Calculate and pay Superannuation on monthly or quarterly basis
- Reconcile and pay Workers Compensation on annual basis
- Reconcile all payroll & provision reports annually
- Complete all Payment summaries annually
Financial Reporting
- Complete Balance Sheet and Profit & Loss Statements monthly
- Compare actual results with Budgets and report to management on monthly or quarterly basis
- Prepare Cash flow Statement if required
- Work with management to prepare budget for next year
- Process budget into computer software
- Provide management with details of payments and obligations due at the end of the following month to ensure adequate cash-flow
Additional Services
- Maintain Asset register
- Record depreciation expense as per Tax Accountant annually
- Provide data file to Tax Accountant
- Provide assistance to Tax Accountant if required
- Record any year- end adjustments as directed
- Establish Calendar for all important dates including: Insurance renewals, BAS statement due, Superannuation payments due, Work Cover renewal, Direct debit payments, Registration renewals, motor vehicle service due etc
What our clients have to say
Book a Consultation
We’re stoked you want to work with us. Let’s setup a meet-and-greet.
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