A'o'K Bookkeeping
Receipts captured at the source
Photograph it once from the job and it is filed, coded and attached to the transaction.
Service
Document management
Scanning and storage you can reach from a phone or a computer.
The ATO expects you to keep most records for five years. A shoebox is not a system, and neither is a glovebox.
Everything attached to the transaction
The invoice lives with the entry in the software, so a question three years from now takes a minute rather than an afternoon.
Reachable from anywhere
Phone, tablet or computer, wherever you are.
Ready for an audit or a lender
When the bank or the ATO asks for substantiation, it is already there.
Included in
Which package covers this.
Document management sits inside our ongoing packages, or can be quoted as a one off. Rates start at $95 per hour.
Small
Owner operators and tradies working on their own.
- No employees
- Reconcile one bank account monthly
- Reconcile one credit card monthly
- Prepare and lodge BAS and IAS
- Report on trends
- Suggest improvements
Medium
Small businesses and tradies with a few staff and straightforward books.
- Up to five employees
- Reconcile up to three accounts, up to 150 transactions
- Prepare and lodge BAS, IAS and STP
- Superannuation
- Report on trends
- Suggest improvements
Large
Businesses with complex bookkeeping, reporting and financial requirements.
- Unlimited employees, charged per person
- Reconcile up to six accounts, up to 150 transactions
- Prepare and lodge BAS, IAS and STP
- Superannuation
- Report on trends
- Suggest improvements
Common questions
About document management.
How long do we have to keep records?
Generally five years from when you prepared or obtained them, or five years after the transaction is complete, whichever is later. Some records, such as those relating to capital assets, need to be kept longer.
Do we still need the paper?
Not if the digital copy is a true and clear reproduction and it is kept for the required period. That is how most of our clients now work.
Also
Other things we handle.
Software set up and transitionXero, MYOB, QuickBooks or Reckon, plus the add on programs that do the heavy lifting.
Payables and receivablesMoney in and money out, and the follow up that keeps cash moving.
BAS, IAS, STP and TPARPrepared and lodged on time by a registered BAS agent.
Payroll and superannuationPay runs, superannuation guarantee, contributions and payroll tax.
Ready to get the books off your desk?
A free chat, a straight answer and a quote. No obligation and no jargon.
