BAS to Basics - and Beyond
For the services & solutions you need.
We’re With You Every Step of The Way
We go beyond the basics and the BAS, with solutions, support and strategies.
With over 30 years experience working in, and partnering with a wide variety of businesses – in a range of industries, we also have the knowledge and skills to offer guidance and support to businesses in different stages of growth.
Setup & Training
Bookkeeping & Accounting
Clean up & Rescue Work
Customised Reporting
Support & Guidance
Training & Upskilling
Digital Platform Solutions
Customised Reporting
Support & Guidance
Training & Upskilling
Digital Platform Solutions
Solutions
We take the time to understand your business and the processes required to keep it running.
Useful Links
Xero Setup & Initial Training
Initial setup may include:
- Setting up bank feeds
- Uploading your logo
- Customisation of Income & Expense codes (Chart of Accounts)
- Ensuring business specific information is showing on invoices etc.
Bookkeeping
Get back to what you enjoy and let us do the paperwork. We can take care of your business needs, processing sales data, recording expenses, bank reconciliations, loan repayments, inventory.
We can tailor a package:
- Full service bookkeeping (weekly, fortnightly or monthly)
- Partial bookkeeping service, as much or as little as you need
- DIY bookkeeping guidance and review
Full Service or DIY Bookkeeping
Our full bookkeeping service can help relieve the daily pressure of worrying about the paperwork, allowing you to get back to what you like doing. We can assist with and manage:
- Accounts Receivable
- Accounts Payable
- Payroll Services
- Bank & Credit Card Reconciliations
- Inventory/Stock Control
- Project/Job Costing
DIY (do it yourself) or managing your own books can be time consuming. However, we offer support and bookkeeping guidance to those who want to keep control. We partner and work with you to make sure the accounts are balanced, you stay organised and you are speaking with your accountant when needed. We can also help you to gain control over cash flow and optimise reporting to aid good financial decisions.
Training & Upskilling
Become more productive with tailored training to suit your needs.
From training new staff, upskilling current staff, and keeping up to date with new features in Xero, we can tailor training for any stage: from the beginning, the middle or any point you want to focus on.
GST Review & BAS lodgement
For those who want to do their own bookkeeping but would like a fresh set of eyes to check your data entries to ensure all GST claims are recognised and any issues identified.
We can help you with BAS reporting and lodgement, whether its on a monthly, quarterly or annual basis.
Review activities include:
- Review of your Balance Sheet
- Check and reconciliaton of account balances including bank reconciliations
- Check GST coding and expense allocation
- Reconcile GST, Payroll liabilities
- Prepare BAS
- Email you the BAS report and supporting documentation
- Receive your authority to lodge and file BAS with ATO
Software Selection & Add-0ns
Need to automate your business? Make sure innovations and technology are working for your business.
Being tech savvy means we understand software and technology not just in the bookkeeping world. We can assist you to find tech solutions that will improve your workflow and business operations.
Xero's App Marketplace:
The app marketplace is a list of solutions that integrate with Xero to make it more powerful, and give your business a seamless connection to automate tasks, saving time and effort for you, your team and business partners.
Workflow & Process Review
Let’s customise your workflow, remove any blockages and improve workflow efficiency by using technology to optimise processes.
Systemising your processes helps to keep you on track to reaching your business goals.
Mapping & Evaluation:
We start by ‘mapping’ your workflows to understand your processes – step by step.
This helps to identify inefficiences and opportunities for improvement.
In turn, this allows us to determine which solutions will work for your business and what you want to achieve.
When evaluating a new application, consideration needs to be given to:
- Does the app replace or improve an existing process?
- Does your accounting system endorse the app?
- Do they have excellent technical support?
- What data is being synced between the accounting system and the app?
- How will the app scale with your business needs?
Support
Every business is unique, that is why our services are tailored for your support.
On-going support & Guidance
When you need a hand, just want some guidance in processing transactions, BAS to Basics offer a mentoring service to educate and empower you to understand your numbers.
As much or as little support as is needed.
Clean Up & Rescue Work
There are times when we all get behind and need to catch up our paperwork, which also means that we may be behind in lodging the BAS’s or other compliance obligations.
We can help get you back on track using your bank transactions/statements, as well as supplier invoices and statements.
What is rescue work?
When your accounts are more than 6 months behind and need to be caught up, we class this as rescue work.
What does it involve?
- We work with you to ensure all transactions have been entered in Xero.
- We then check the Balance Sheet accounts for any obvious errors and reconcile each account
- When checking the accounts it may highlight any issues:
- Payroll – short/over payments to employees, unpaid superannuation, incorrect amounts reported to the ATO
- Accounts Payable –
BAS & Compliance Services
Every business has statutory reporting obligations. Being non-compliant exposes the business to potential penalties being applied.
As a Registered BAS Agent, BAS to Basics knows the deadlines and will help you to adhere to the compliance lodgement dates.
Compliance activities include:
- Business Activity Statements
- Instalment Activity Statements
- GST
- PAYG
- Superannuation
- Taxable Payments Annual Report (TPAR)
Strategies
Your business may need to do things a little differently – so can we.
Cash Flow & Budgets
The reports you receive from Xero need to give you the information need to run your business and make good decisions.
We can customise Xero’s reports to make them easy to read and relevant, so you are able to make good decisions on your next business goal.
Customised Reporting
The reports you receive from Xero need to give you the information needed to run your business. Customisation of the reports is an opportunity to unlock key financial information and use it to make better decisions.
We can customise Xero’s reports to make them easy to read and relevant, so you are able to kick your business goals.
Digital Platform Solutions
We can help you build your digital platform to improve experiences for customers, employees and partners
With so many possibilities we work with you and your team to adopt a solution that is tailored to how you want to work, what you want to achieve and how you connect with your team and others.
Possible tech stacks include:
- POS/Inventory options
- Timesheet/Rostering
- Job Costing/Scheduling
- Project Managment
- Practice Management