Tax Return Data Management and Paperwork Preparation

• Assistance with Gathering all the necessary information to take to your accountant, to enable him/her to easily prepare your tax lodgement.

• Set up of systems to store and record information during the financial year, so that future tax record preparation is easy.

• Set up systems to  manage your money so that your spending objectives can be met. 

This includes determining how to allocate portions of your income according to your needs and wants, to ensure that all are covered, and place controls on overspending.    Assistance will be given for you to set up the actual accounts, and automate your moneyflow to achieve the agreed strategy.

•  Need some help with that paperwork?   We can set up systems for you that are easy to follow to make your life a lot easier going forward.

Set up of filing, processing systems that clear your desk permanently and make it easy for you to continue doing.  Automating flow of income and bill payment so that most of your regular expenses are covered without you having to lift a finger.

Establish Quickbooks Financial Management

• Assistance with setup of Quickbooks software.  Help create initial Company File, with correct information for your enterprise, and set up easy to use and relevant bookkeeping accounts.

• Reveal and set up an incredibly quick and easy way to do your bookkeeping  without the hassle.

• Set up systems to  manage your cashflow so that your business objectives can be met. 

Have your accounts set up and the cashflow between them automated in a timely manner to minimize the time and fuss you need to put in to manage your business and personal finances. 

• For Sole proprietors and small business owners who are best at their business and not to great at the money management side of things, we will help you at start up, or even if you have been in business for a while and never got this sorted.

We set up filing, and processing systems that are appropriate for your business and systemize the flow of your financial transactions.