Out & About Accounts

- Specialising in Reckon Accounts Hosted & Desktop - A Reckon Professional Partner Bookkeeper - A Registered Tax Practitioner Board BAS Agent - A Member of the Association of Accounting Technicians I can help you build a scope of work to determine what you want from your bookkeeper. Here is an example of services available: • day to day recording of general account transactions • reconciliation and balancing general bank accounts • preparing and posting statement of accounts • maintaining accounts receivable and accounts payable accounts • preparing payroll • preparing government remittances such as GST, BAS, PAYG, Superannuation • preparing periodic financial statements • organising and maintaining accurate records • year-end accounts for tax purposes Things you should consider when interviewing potential bookkeepers: • How long have you been in business? • Do you have membership with any professional bookkeeping body? • What are your qualifications? • Do you specialise in any particular area? What types of client have they worked with? • Do you participate in ongoing education courses? • How do you charge? • Can you provide me with names and contact number of three clients I can call for a testimonial? • Who will be handling my work? • What software do you use? Are you accredited in the accounting software? • How will you be able to help me or my business as my needs change? Do you offer training? Bookkeeping Tips 1. Maintain Daily Records. 2. Bank account statements 3. Keep an audit trail. 4. Be consistent. 5. Use a computer. 6. Cash or Accrual. 7. Know your bookkeeping deadlines. Ways to save on accounting and bookkeeping costs. 1. Keep clean, clear, accurate records. Bookkeepers generally charge by the hour. The easier it is for the bookkeeper to read and understand the information you bring in, the quicker the service will be performed. Find out what you can do in advance to make the work easier. 2. Use an automated system for record keeping. The goal is to make your or your company's information as accessible as possible. Computerised systems allow you to pass information back and forth quickly and easily. 3. Be prepared. In advance of your scheduled meetings with your bookkeeper, write down as many of your questions that you can think of. You will want the meeting to be organised and flow smoothly and take notes so that you will remember details. 4. Billing. Ask for a detailed bill by type of service you receive including time and billing rates. This breakdown will give you an indication of areas where you can save money.