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The Process

Initial discussion

An initial meet and greet is always a great place to start. This way we can understand your business and discuss your requirements whist suggesting some initial solutions. Should we feel that we can work together, we can then agree on the plan of action to deliver the desired result.

Process delivery

Traditionally, bookkeepers would attend your workplace to perform the work required, usually at set times during the week. This requires you to be there to supervise at those set times, possibly drawing your attention away from more important things, like running your business and seeing to your own client’s needs.

Concept Accounts Plus utilises cloud technology to ensure that you receive an efficient professional service. Presumably you would have an existing in-house accounting package, for example MYOB or Quickbooks. We would take a copy of your existing database and replicate it via the cloud. Access to your database will be available to you at all times.

For bookkeeping and BAS services the process is as simple as…

You upload…

You would upload all relevant documents for processing into a safe portal.

Of course, if you still want to simply mail us your documents, that’s ok too.

We process…

Every reporting period we will prepare your accounts,

Reports available include profit and loss, balance sheet, debtors and creditors and cash flow with the addition of a “dashboard” set of key financial metrics tailored to your business.

Reports for your tax accountant will be provided in the format required in a timely manner.

What you get…

Taken away are the administrative repetitive duties which will allow you, the business owner, to concentrate on running your business.

We would discuss your progress and proactively identify things to look out for to improve your business.

The additional resource of an experienced CFO lends itself to a value add ongoing strategic review of your business.

Plus Services are in addition to bookkeeping and assists businesses with their strategic growth planning and full CFO outsourcing solutions.

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Bookkeeping Services

Standard range of bookkeeping
services including accounts payable,
payroll, and more...

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Plus Services

Advanced services including strategic
planning, business performance
benchmarking and more...

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