Be the savvy accountant who recommends Being Accountable.
We can be the bridge between you and your clients.
Your clients expect you to be their financial advisor who steers their business toward growth and provides accounting and taxation advice. The last thing you need is to be dealing with their bookkeeping woes.
At Being Accountable, we love working with accountants: doing things the way you’d like and showing you our worth. We can provide you with reconciled figures that you can trust and rely on when preparing your client’s end-of-financial-year returns.
We make it easy for you to access important documents, compliance lodgements and reports without you having to bother your clients.
All of which will leave you free to be a sounding board for clients and provide advisory.
How
We
Help
Clear Communication
Reconciled & Accurate Accounts
File Repair
Software Expertise & training
Case Study
We worked with an accountant to help their importer client.
Problem
An accountant introduced us to a new importer client of his. He was 12 months behind in his bookkeeping and compliance (unlodged BAS). The client’s previous bookkeeper hadn’t picked up the GST component on import customs, and the file needed a lot of extra work to bring it up to scratch.
Solution
Streamline accounting procedures so that the client can provide information and paperwork. We’ve also connected add-ons to Xero to assist with the process. Provide end-to-end bookkeeping, payroll, accounts payable, accounts receivable, monthly reports, manage multi-currency accounts and import of stock, BAS lodgement, STP, super, and more. Liaise with the accountant to help the client stay on track and ensure the file is current for monthly advisory sessions between the client and accountant.
Outcome
The client is now back on track, and his bookkeeping compliance is up to date. They are managing growth and cash flow, building their business, and they don’t have to worry that they’re behind anymore. The accountant doesn’t need to worry either because he knows everything is in place, leaving him to concentrate on planning and the business advisory he wants to do.
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They couldn’t be happier
"Bookkeepers play such a vital role with small business, Jo and her team at Being Accountable are no exceptions to this. They are great to work with and we could not speak more highly of their professionalism, work ethic and attention to detail. Not only are they great at their job but also great people as well."
Vince Mammone
DSM Tax & Advisory
"I have watched Jo turn the most stressed small business owner into a well organised, prepared business owner. She does this by helping implement systems to manage the financial side of their business."
Steve Black
Stafford Accounting