Scope of work
You’ll need to have an active Xero. We can help you get setup
with one if you need it. We’ll also need “view only” access to your
Internet Banking because part of our Quality Assurance Review
involves checking that the bank balance in your accounting software
agrees to the bank balance in your account each month. We recommend
that you get a Receipt Bank subscription, but this is not
Unlimited email support.
Monthly Quality Assurance Review
We will be reviewing your accounting file on a regular basis (at
least once a month) and advise you on any abnormalities that we
come across or any areas of improvement that we notice.
Our team will manage your bank reconciliations and let you know
if there is anything we need help allocating.
We will show you how easy it is to manage your Quotes, Draft
Invoices and Invoices in Xero so that you can send out invoices to
your clients at any time of day.
We will show you how easy it is to manage your Payables in Xero
so that you can keep your accounts up to date. We recommend getting
a ReceiptBank subscription to assist with this.
Not included in our Entry Pack. Please get in touch if you would
like to add payroll to your bookkeeping package.
Monthly My Accounts Reporting Pack
- Profit & Loss
- Balance Sheet
- Cash Summary
- Aged Receivables
- Aged Payables
- Payroll Summary (if applicable)
- Quarterly BAS Preparation and online Lodgement
- Collaboration with your tax accountant throughout the year
- You agree to appoint My Accounts as your BAS Agent (Agent
#24632624) in order to perform these tasks