Accurately categorized and reconciled transactions in the accounting software (MYOB, Xero, etc.).
Preparation of essential financial statements, including:
- Balance Sheet
- Profit & Loss (Income) Statement
Organized Financial Documentation:
- Organized digital filing system for receipts, invoices, and bank statements.
- A clear reference guide to the filing system for the client and their team if applicable.
Tax:
While I am not a tax agent, the reports I provide are designed to simplify tax preparation by summarizing income, expenses, and additional information (e.g., BAS, payroll summaries, etc.).