Review, Set-up, Clean-up & Backlog Your Bookkeeping

Let's get down to business and take control

Crawl

From Set-Up and Clean-Up

If you are moving to a new bookkeeping or accounting system; Xero or Netsuite, OR if you’ve been told that the books are ‘looking good’ despite chunks of missing information, or the system in use has never quite looked right – we’ve got you covered. We start by bringing your accounts up to date and creating accurate, compliant bookkeeping & BAS processes to get you to that place where you are in control.

We start by bringing your accounts up to date and creating accurate, compliant bookkeeping & BAS processes to get you to that place where you are in control.

Connect & Discover

This is where we really get to know one another. We want to know what makes your business tick and what are the challenges you’re facing. Are you wasting valuable time trying to fend off the ATO, balance your books and pay your bills? After doing all that, are you confident that: your accounts are up to date, your bookkeeping is accurate, your payroll is set up correctly, your staff are being paid on time, and all your ATO lodgements are up to date? NumbleTM digs deep to identify what you need, what you are missing and how we can get you back on track. This is where we ask:

  • Who are you?
  • What bookkeeping services do you need?
  • What are your business priorities?
  • What is your communication and collaboration style?
  • What are your pain points?
Review & Recommend

Once we understand your roadblocks, we’ll bring clarity to your business. NumbleTM will review your financials, find solutions and recommend actions that work for your business. We’ll package them up, add a bow and deliver them right to your inbox.

  • Review business & bookkeeping accounts
  • Identify accounting irregularities
  • Recommendations; bookkeeping software, apps & efficiencies
  • Identify Weaknesses
  • Set financial goals
  • Assess data integrity
Implement & Action

Finally, let’s get to work. NumbleTM will Polish your accounts until they’re crystal clear and ready to move forward. Let’s get started:

  • System Setup or Conversion
    • Xero, MYOB or Netsuite
    • Bank feeds
    • Payroll
    • Invoicing
    • Hubdoc or Dext
    • Inventory
  • Clean-up
    • GST reconciliation
    • Payroll
    • Bank reconciliation
    • Balance sheet
    • Defaults
    • Rules
  • Complete Backlog
    • Payroll, STP & Super
    • Outstanding IAS and BAS

NumbleTM are experts in converting from MYOB AccountRight to Xero or Netsuite. We can manage the whole process to create a streamlined efficient, online accounting system suited to your business needs.

Now we’ve created the foundation for your bookkeeping by ensuring you are on to the right accounting system, fixed any errors and brought everything up to date, it’s time to stand tall and walk with purpose, accuracy, efficiency, and systemisation. You are now ready to WALK.