Get in touch! Email, webchat, phone, Zoom – we’re not fussy! Talk to us about your needs and what you want from the relationship with your bookkeeper. We can advise on the optimal time for a change over and can offer advice on how to break up with your current bookkeeper – no, it definitely won’t be as painful as when you were seventeen.
- We will put together a no-obligation proposal that takes into account how much work is involved – things like your number of staff, number of bank accounts and your number of credit cards.
- Once you’ve approved the proposal, the back engine room starts roaring. We set up a convenient start date for you and get ready for the show to begin.
- Our practice management software will send you a checklist for the information we need to ensure a smooth beginning; all the boring stuff like bank details, bank statements, phone numbers and ABN. Once you provide all this information as quickly as you can and the software marks it as complete, the automated reminders will stop harassing you! Are automated reminders annoying? Yes! Do they keep you accountable and working efficiently? Also yes!
- We set up a time for Pasquale to come and visit you on site, wherever you are in Australia. Perth? Awesome. Alice Springs? Bring it on. Tamworth? He’ll pack his cowboy boots. Pasquale will bring you a document scanner (hallelujah, no more storing 7 years worth of old paperwork) and an Android tablet used for payroll. Our tech team will be in touch to install the required software prior to the on site visit.
- The payroll team will also book a time with you to introduce themselves and step you through the payroll procedures and software.
- Pasquale comes and sets things up and provides on-site training for all required staff; answering any questions you may have so everyone is clear on the process. There’s always time for a beer and bootskoot, if required.
- Get ready for some magic! You have completed the first steps towards optimising your business and setting up for success. While there’s no silver bullet to every bookkeeping and business challenge, you’re surrounded by the best in the business with the Beezwax community.