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 –
www.connectwise.com/theitnation/evolve)
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