Questions about working with srwn
Common questions.
Find out how fees work, what happens when you contact us and how we can help. If your question isn’t here, ask us.
Ask srwn a questionGetting started
What happens in the free review?
We'll discuss your business, software and where you need help. We'll explain what we can do and give you the work and fee in writing before you decide.
Do my books need to be up to date before I contact you?
No. Show us the records as they are. We'll check what needs catching up and agree the work before starting.
How do fees work?
We'll confirm the work and fixed fee in writing before we start. We'll discuss any changes to the work or fee with you first.
Which accounting software do you support?
We work with Xero, MYOB and QuickBooks. We can review your accounts, help with setup or clean up records that need attention.
Read more: Xero, MYOB & QuickBooks bookkeeping.
Can I keep my registered tax agent?
Yes. We can work with your tax agent and prepare the records they need. If you need us to arrange tax services, we can do this through registered tax partners.
Your accounts
My books are several months behind. Can we start there?
Yes. Show us the records as they are. We'll check what is missing and agree the catch-up work and fee before we start.
Read more: Catch-up bookkeeping or Overdue bookkeeping checklist.
Can you take over from my current bookkeeper?
Yes. We'll arrange software access, bank feeds and payroll records. Bank feeds send bank transactions to your accounting software. We'll also check unfinished work and regular entries.
Can you also lodge my annual income tax return?
We can arrange annual income tax returns through registered tax partners. We prepare the accounting records. The registered partner is responsible for the tax work. We can also work with your existing tax agent.
Can you advise on employment contracts and awards?
We prepare payroll and keep accounting records. For help with employment contracts or pay rules under an award, speak with an employment adviser.
Read more: Payroll records and support.
Reporting & advice
Can you report from my existing bookkeeping?
Yes, if your records are accurate enough. We'll check your accounts and explain what needs checking or fixing first.
Can you explain why profit and cash are different?
Yes. Profit and money in the bank are different. We check unpaid invoices, supplier payments, tax and money taken from the business to explain the difference.
Can you build dashboards or automate reports?
Yes. We use Power BI, Excel, Power Query, Power Automate and Microsoft Fabric when they suit the work. A simple monthly report may be enough. We'll start with what you need.
Read more: Power BI financial reporting.
Can you work with our existing bookkeeper?
Yes. Your bookkeeper can keep looking after the accounts. We'll check that the records have enough detail for reports and forecasts.