Free Initial Consultation:
XLB Bookkeeping offers a free first consultation to ascertain exactly which bookkeeping services a client requires. Greg’s aim of the first consultation is for him to get to develop a basic understanding of the client and their business. These consultations may include discussions in relation to:
It may be that the owner is well aware of the bookkeeper’s role, and if this is the case, a start my be made in setting up the file.
Case Study 1 will give of the nature of the work which might begin.
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Case Study 1
Setting up your business file for the first time.
This case study outlines the first initial step by step assistance and training which Greg provided to assist a client in setting up and operating their own business file.
Case Study 2
Receipt of a telephone call from a new client referred to Greg by his accountant, introduced him to what he refers to as “forensic” bookkeeping.
Case Study 3
Calculation of outstanding taxation liabilities
Following a police investigation into an alleged fraud, Greg was engaged to identify the client’s outstanding PAYG and Superannuation liabilities
Case Study 4
Establishment of a Quickbooks File
A client had established a small fitness Gymnasium, and was keeping his records using an Excel spreadsheet.