We specialise in helping businesses reach their full potential, and at the same time finding strategies to reduce your workload and stress.


Software

We recommend and use the following software to help streamline processes.

Xero – Xero’s online accounting software is easy to use and allows real time processing of your accounts.

Class Super – Class Super makes managing your SMSF easy. Class is able to get secure data feeds from most bank accounts and investment platforms, reducing your administrative burden.

Data Security

To ensure that your personal information remains secure we do not email sensitive documents. And we request that you do not email documents to us.

Instead we use myprosperity online software to safely transfer, sign and store documents. Your secure myprosperity account offers bank level encryption to protect your information and allows you to upload documents for our review as well.

Quotes & Invoices

In most circumstances we will provide you with an upfront fixed price quote (terms of engagement). You will need to sign this document before we commence your work.
Our invoices are issued on 7-day terms. In some situations we require a deposit or upfront payment before we can commence work.

We also offer the option of a monthly direct debit arrangement for payment of fees. We recommend this option for those who are using subscription based services (e.g. Xero, Class), have complex affairs or require ongoing bookkeeping services.

Direct debit payments improve cashflow as they spread the cost over the year, rather than the payment being a lump sum. Paying by direct debit does not increase the overall cost of your work.

The Process

  1. Initial meeting – This meeting may take place in person, by phone or video call. It is about getting to know each other. We’ll talk with you to get to know what your needs are and discover how we can help you out.
  2. Engagement – once we have your information we will review it and set out our recommendations for what work you require and let you know the costs involved. Depending on your circumstances this could be as simple as preparing a tax return or something of a more ongoing nature.
  3. Implementation – once we have received the signed “authority to proceed”, we will commence work on your job. Depending on what needs to be done we can give you an estimated timeframe for completion.
  4. Review and approval – for documents that we lodge on your behalf (tax returns, BAS, ASIC forms) we will ask you to review and approve them by way of signature before we will lodge.
  5. Ongoing services – where we provide ongoing services (such as bookkeeping or business coaching) we will review our engagement at least annually. This will ensure that the agreement continues to meet the needs of both parties.