Before
we begin.

We discuss your business, software and priorities, then explain where SRWN can help. If you would like to proceed, we set out the proposed work and fee for you to review.

No. Contact us with the records as they are. We review what is outstanding and agree any catch-up work before beginning.

We review the work involved and provide a written scope and fixed fee before you commit. Any changes to the work or fee are discussed with you first.

SRWN works with Xero, MYOB and QuickBooks, including existing-file reviews, cleanup and software setup support.

Yes. Your registered tax agent continues to handle annual income tax returns. SRWN can coordinate the accounting records and handover with them where needed.

Yes. You can start with the file as it is. We review the outstanding periods and missing records, then agree the catch-up work and fee before beginning.

Yes. We agree a handover covering software access, bank feeds, payroll records, outstanding work and recurring entries.

Annual income tax returns stay with your registered tax agent. SRWN can coordinate the accounting records and handover with them where needed.

SRWN supports the payroll process and accounting records. Employment-law and award interpretation questions should be confirmed with an appropriate adviser.

Yes, where the records are reliable enough. We review the file first and identify any reconciliation or cleanup work needed.

Yes. A cash-flow review can show how unpaid invoices, supplier payments, tax, drawings and other movements affect the bank balance alongside reported profit.

Not necessarily. A concise monthly report may give you everything you need. We recommend the format around the questions you want answered; dashboards can be included where a more detailed view is useful.

Yes. SRWN can work from records maintained by your current bookkeeper. We first check that the records can support the reporting and forecasts you need.