A look at how we make the magic happen.
First things first we need as much information as you can send. Don’t worry, we are not scared of lots and lots of emails. We love clients who keep us in the loop.
To make things easy we have a mobile application that allows you to submit your receipts with the camera on your phone. As most people email invoices, we provide you with your own unique ‘@pocket’ email address. Forward attachments and messages to this email or just give it to your suppliers and we will take care of the rest.
If you still have a bit of paper lying around the office, then feel free to mail it to us and we will convert them into a digital copy for you.
Once received, our team start processing your submission. Our trained staff extract key information from your receipts and invoices such as supplier details, dates, amounts and GST.
This information is then used to create the associated transaction within your XERO file. We also take the time to save and upload these items to ensure you always have a digital copy to meet your recordkeeping requirements.
By using the bank feed feature included in your XERO file, your bookkeeper will login daily to reconcile your bank statement transactions. Every morning, as new transactions clear, your bookkeeper matches these transactions with the receipts and invoices you have submitted previously.
To save you time, your bookkeeper will create rules for transactions that match set criteria. This way when similar transactions appear on your bank statement in the future, your bookkeeper will know exactly the transaction to create and will then reconcile accordingly.
Cash flow is the lifeblood of your business. Ensuring that your customers pay on time is vital, and when they don’t, you need someone to remind them in an efficient, effective and friendly manner.
During the onboarding process, you and your bookkeeper will set up reminder intervals and emails for your overdue invoices (such as 7, 14 and 30 days overdue). When your invoices reach the reminder intervals, an automatic email will be your clients with a reminder for payment. This can be managed on a client by client basis.
Through simple and effective reports, our team specialists help you make sense of your numbers and apply the information strategically to boost your results.
By working with you to understand your requirements we will develop simple and effective reporting allowing you to keep your finger on the pulse of your business. If you ever get stuck on the analysis, we are one phone call away from helping you out.
The payroll is one of the most challenging aspects of bookkeeping. Managing timesheets, leave and superannuation is a vital part of your business. Luckily Xero makes managing this easy!
Our experienced team is here to answer all those payroll and superannuation related questions and to help you keep on top of all your obligations!
When should I report? What should I include? Am I forgetting something? Compliance may be challenging, and sometimes very boring, but it is essential to business of any size.
We are here to help you chart your way through the compliance requirements and help you deal with the ATO when the need arises.