consultation

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:

  • Identifying which Software the client is planning to use.
  • Determining whether the business is a registered ABN and whether it is registered for GST
  • Getting to know the nature of the Business. Eg Florist versus  a Welding Business
  • Do employees work for the business
  • The degree of understanding of the bookkeeper’s role that the owner has
  • Decision on whether the work will be performed at the client’s workplace or from Greg’s office.
  • An agreement of whether my work will be done weekly, monthly or quarterly, and when I will start the regular work

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 Studies

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.

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Case Study 2
'Forensic' Bookkeeping
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.

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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

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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.

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