Accounts receivable

  • Configure auto reminders
  • Send statements
  • Phone call follow ups
  • Weekly reporting to management
  • Answering customer queries

Accounts payable

  • Organising supplier credit terms
  • Weekly reporting to management
  • Cash flow forecasting
  • Bill payment services

Bookkeeping Melbourne (bank reco)

  • Daily, weekly or monthly bank reconciliations completed
  • Weekly or monthly reporting to management of profit and loss
  • Reporting following the SLI framework (useful for Evolve partners –

BAS agent Australia

  • Registered with the Tax Practitioners Board Australia

  • Able to provide advise around liabilities, obligations or entitlements under a BAS provision

  • Able to represent clients in their dealing with the Commissioner of Taxation in relation to a BAS provision

  • Provide full suite of BAS services

Payroll services

  • Pay staff

  • Calculate and pay superannuation

  • Track entitlements

  • Complete STP (single touch payroll) reporting

Email inbox management

  • Liaise with customers and suppliers on your behalf

  • Daily checks (every business day in Australia)

Connectwise consulting

  • Finance certified consultant in ConnectWise Manage

  • Configure agreements and agreement additions

  • Down payment invoicing

  • Project and milestone billing

Wise-Sync management

  • We sync your file daily and troubleshoot any issues.

  • Liaise with Wise-Sync support as required.

  • Configure and maintain GL setup tables

  • Sync invoices, inventory/procurement and client payments

Datto Autotask

  • Monthly contract billing and updates to quantities

  • Product configurations