Financial management is more than just bookkeeping and compliance. It’s understanding what is behind those financial reports and what it means for your business. Not everyone feels comfortable with the finances, but that is no reason to avoid this area of your business. Good financial management is usually the make-or-break feature of any small business.
Build Confidence Around Your Finances
I have many years of experience managing small business finances for organisations of all shapes and sizes. I will provide a thorough review and tailored support that will improve your business processes. A better understanding of the finances will allow you to make better business decisions in future.
We will work together as a team to get your finances in the best shape possible. My goal is to empower business owners around their finances, not just take care of the “compliance” work behind the scenes. In a short time, I will have you feeling confident that your business finances are sorted and well-managed. With the finances under control, you will have more time and energy to focus on growing your business.
Tailored Financial Advice and Support
One size does not fit all! I will work with you to provide a custom level of support based on your business needs:
- Advisor – for clients who would benefit from a review and then support on an “as-needed” basis;
- Consultant – for clients with a new business to set up or the desire to migrate to cloud-based applications (including training);
- CFO/Accounts Manager/Bookkeeper – ongoing service for clients that require an experienced financial professional to manage all or part of the financial processes.
Having a great accountant is essential, but the combination of an experienced, certified bookkeeper and an accountant will usually produce the best results for small businesses. I’ll liaise with your accountant and ensure that your business is compliant and that the EOFY process is a breeze. I’ll keep you up-to-date on all ATO-related issues and make sure that you understand how they impact your business.
My goal is to educate my clients so they are not only comfortable with the finances, but in a strategic position to be proactive rather than reactive in their decision-making. Whether you’re just starting a new business or have been in business for a while, I can offer objective, practical advice that will help move your business to the next level!
Cloud-based Applications for Remote Access
My accounting software of choice is Xero, and I have experience with other popular packages, as well. If you have ever wondered what all the fuss is about in moving to the cloud, let’s talk!
Xero is affordable, beautifully designed software that is accessible from your PC, Mac, Android or iPhone, from wherever you have an internet connection. I am a Xero Bronze Partner and Certified Advisor and can transition your accounts to Xero when you are ready to make the switch!