Outsourced Finance Admin Services That Let You Focus on Growing Your Business.
Keep up with best modern finance administration practice with our outsourced service. Let us take care of your accounts receivable, accounts payable, finance email inbox, bank reconciliations and more!
To keep accurate financials so you can make informed business decisions
Free you from day to day admin tasks so you can focus on growing your business
Access to a wide range of different expertise and skills
Ability to benefit from our best practice processes, so you don’t have to reinvent how the admin department should operate
To gain a fresh perspective on Managed Service Provider best practices from a business perspective
We are contractors and do not form part of staff counts for payroll tax or Workcover purposes
We have built in redundancy in our team and therefore we are able to provide services to your business every business day in Australia. No more delayed replies to clients because ‘the accounts person was on leave’.
Who we help.
IT service providers
Companies who have 1 finance admin staff member that has left the company
Typical tasks we perform.
Weekly report and payment services provided
Creating and issuing invoices from ConnectWise Manage (provided approval is carried out by internal person) – noting currently this is to remain part of Helen’s role, but mentioned here FYI
Ah Hoc billing (down payments, credit memo’s etc)
Email reminders and telephone calls for overdue debtors
Assist with general invoice queries and flag others to internal team members for resolution
Review and maintain accurate debtor list between Xero and CW
Purchase order received in ConnectWise Manage (upon receipt of scanned delivery docket or other receipt confirmation).
Complete Wise-Sync and Wise-Pay management.
We sync your file daily and troubleshoot any issues in both systems.
Liaise with Wise-Sync support as required.
Configured GL setup tables
Sync invoices, inventory/procurement and client payments
Reconciliation of all bank accounts in Xero (including attaching documentation into Xero as we go)
Daily monitoring of accounts’ email inbox (liaise with suppliers and clients on your behalf).
This daily check can also be completed using an existing ConnectWise accounts/admin service board.
Fortnightly or monthly WIP meetings via Microsoft teams
What our clients say.
“Rosy Bookkeeping has helped me set up my small business. Their thorough, prompt service and attention to detail has saved me so much time. I highly recommend this service.”
Louisa, Lu La Belle Studio
“Prior to Rosy my debtor’s days were around 50-60 days, now has now dropped to 20 days. This means more money in my business account that I can use, not sitting in a customer’s bank
account. I now feel like I could not live without Rosy.”
Alex, National IT
Tim was showing Rosy to one of his associates, who said “They seem pretty expensive, you could get someone inhouse for that”
To which Tim replied “They’re worth their weight in gold, there’s no way I’m getting rid of them, and an in-house person wouldn’t know what they were doing relatively speaking, and would need a heap of training”
How does it work?
Call us for 15 mins intro discussion
Book scoping session
Quote for your business needs
Onboarding, setup & get started!
We are mainly WFH now so would need to state something like, consultations by appointment.