Services That Match Your Reality
No forced packages. No unnecessary complexity. Just practical support for the specific challenges you're facing right now.
Expense System Audit
If you suspect something's not quite right with your expense tracking but can't pinpoint exactly what, this is where you start.
We conduct a complete review of your current financial workflows. Not just your software, but how you actually handle receipts, categorize expenses, and make financial decisions on a daily basis.
What You Get
- Two-hour deep-dive session where we examine your entire expense process
- Written audit report identifying specific gaps, risks, and opportunities
- Custom roadmap prioritizing improvements by impact and effort
- 30-day follow-up consultation to address implementation questions
- Template library for common financial workflows
Best For
Businesses that have grown beyond basic expense tracking but aren't ready for full-time financial staff. Perfect if you're experiencing stress around tax season, audit preparation, or general financial visibility.
Timeline
Initial session within one week of booking. Full report delivered within five business days. Follow-up scheduled at your convenience within 30 days.
Monthly Reconciliation Service
Consistent monthly oversight that catches problems before they snowball into expensive mistakes.
Every month, we reconcile your accounts against your records, flag anomalies, identify categorization errors, and provide a clear snapshot of your financial position.
What You Get
- Complete account reconciliation by the 5th of each month
- Automated anomaly detection with immediate alerts for concerning patterns
- Monthly financial summary highlighting key changes and trends
- Direct communication channel for urgent financial questions
- Quarterly trend analysis to identify seasonal patterns and opportunities
Best For
Businesses with moderate transaction volume that want peace of mind without hiring additional staff. Ideal if you've had reconciliation errors in the past or simply want proactive oversight.
Commitment
Cancel anytime with 30 days notice. Most clients stay because the cost is easily justified by a single caught error.
Expense Categorization Setup
Stop debating which category every expense belongs in. Get a custom classification system built around your actual business.
We analyze your expense patterns, research your industry's typical categories, and build a categorization structure optimized for both tax efficiency and operational clarity.
What You Get
- Industry-specific category structure based on your actual spending patterns
- Tax-optimized organization that maximizes deductibility without triggering audits
- Decision tree documentation for ambiguous categorization scenarios
- Team training materials with examples from your business
- Two revision rounds to refine the system based on real usage
Best For
Businesses tired of inconsistent categorization across team members or fiscal periods. Essential if you're transitioning to new software or preparing for potential audits.
Deliverables
Complete category structure, implementation guide, training documentation. All delivered within two weeks, with revision rounds completed within 30 days of initial delivery.
Tax Preparation Foundation
Transform tax season from a scramble into a straightforward process your accountant will thank you for.
We organize your entire year of expenses into tax-ready formats, identify deductions you likely missed, and prepare comprehensive documentation that makes your accountant's job easier and your tax position stronger.
What You Get
- Comprehensive organization of all annual expenses by tax category
- Deduction opportunity analysis based on ATO guidelines and your industry
- Complete documentation package formatted for accountant handoff
- Depreciation schedule review and recommendations
- Year-round advisory access for tax-related expense questions
Best For
Businesses spending more than $1,500 annually on accounting fees due to disorganized records. Perfect if you've previously missed deductions or faced questions during filing.
Process
We begin work 45 days before your tax deadline, delivering complete documentation at least two weeks prior. Advisory access runs from the start of your fiscal year.
Financial Records Cleanup
That backlog keeping you up at night? We'll handle it. Six months, twelve months, two years. Whatever you've been avoiding, we'll restore order.
We reconstruct historical records, digitize physical documents, reconcile accounts from whatever point things fell apart, and bring you completely current.
What You Get
- Complete historical record reconstruction for your specified period
- Multi-year catch-up service with prioritization for audit risk areas
- Document digitization and organized digital filing system
- Compliance verification against ATO requirements
- Gap identification report showing any unrecoverable transactions
- Going-forward maintenance plan to prevent future backlogs
Best For
Businesses facing audits, due diligence processes, or simply unable to move forward while buried in financial chaos. Essential if you've experienced staff turnover or system transitions that left records scattered.
Pricing
Base price covers up to 12 months of records with moderate transaction volume. Complex situations or longer periods quoted after preliminary assessment. Most cleanups complete within 3-4 weeks.
Ongoing Financial Advisory
Think of us as your fractional financial operations partner. Someone who knows your business well enough to provide proactive guidance, not just reactive answers.
Regular strategic sessions, unlimited support, and someone watching for opportunities and risks before they become urgent.
What You Get
- Biweekly 45-minute strategy sessions focused on financial operations
- Unlimited email support with guaranteed same-day response
- Quarterly planning reviews covering cash flow, expenses, and financial goals
- Priority response for urgent questions or emerging issues
- Proactive alerts when we spot concerning patterns or opportunities
- Access to our template library and tool recommendations
Best For
Growing businesses that need strategic financial guidance but aren't ready for a full-time CFO or financial controller. Ideal if you're making frequent financial decisions and want expert perspective without hiring additional staff.
Commitment
Minimum three-month engagement to allow meaningful relationship development. After initial period, continue month-to-month or cancel with 30 days notice.
Still Not Sure Which Service Fits?
Most businesses start with the System Audit to identify exactly what they need. From there, we can recommend the most impactful next steps.