Professional Bookkeeping Plans
Would you like to focus your time and energy on your client and growing your business and get someone else to do your bank reconciliations, your Profit and Loss, your BAS, your budgets, your sustainable weekly drawings analysis and tax to set aside projections, your end of year handover documents for your Accountant and trouble shoot issues with the ATO and the Accountant on your behalf? If that's sounds great, view my weekly Bookkeeping plans below and check out the overview video for each plan (coming soon)
Small
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Suitable for Sole Trader Psychologists, OTs, Physios, Speech Pathologists and other Allied Health professionals sub contracting to other sites and needing help with their Bookkeeping and BAS
* We help you do the invoicing in XERO or you do your own invoicing in anther product - your choice
* Wes and his team do the rest below in XERO :)
- XERO professional setup
- Bank Reconciliations
- DEXT expense processing
- Business Activity Statement
- Quarterly Profit and Loss and budgets
- Email support
- Zoom catch ups at your request
- Yearly accountant handover recons
$66 per week
Medium
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Suitable for Sole Trader Psychologists, OTs, Physios, Speech Pathologists and other Allied Health professionals working part time in their business 3 - 4 days
* You do your own Invoicing in Cliniko/Powerdiary/Halaxy/Nookal/Cliniko or your software of choice
* Wes and his team do the rest below in XERO :)
- XERO professional setup
- Bank Reconciliations
- DEXT expenses processing
- Business Activity Statement
- Video updates
- Profit & Loss & budgets
- Phone and email support
- Zoom catch ups at your request
- Yearly accountant handover recons
$96.80 per week
Standard
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Suitable for Sole Trader, Partnership and Pty Ltd Company Full time Psychologists, OTs, Physios, Speech Pathologists and other Allied Health professionals who are working full time in their business
$121 per week
Sole Trader or Company with Director as Sole Employee
$165 per week
Companies or Trusts with a couple of employees and/or contractors
$181.50 per week
Companies and Trusts with higher amount of employees and/or contractors
* You do your own Invoicing in Cliniko/Powerdiary/Halaxy/Nookal or your software of choice
* Wes and his team do the rest below in XERO
- XERO professional setup
- Bank Reconciliations
- DEXT expenses processing
- Business Activity Statement
- Video updates
- Profit & Loss and Budgets
- Phone and email support
- Zoom catch ups at your request
- Business Analysis:
* Weekly sustainable drawings
* Full year profit projection
* Employee profit margins analysis
* Wes's FMap financial modeling comparison of all key expense areas and ratios vs other financially healthy, stable and profitable practices
Growth
Suitable for larger Allied Health Companies and Trusts who have employee and or contractor therapists or new Allied Health businesses who are undergoing rapid growth and change and need more support and help from Wes in navigating this change and growth.
$220 per week
for 12 months and then reverts to standard cheaper plan when we have your financial systems and reports stabilised
* You do your own Invoicing in Cliniko/Powerdiary/Halaxy/Nookal or your software of choice
* Wes and his team do the rest below in XERO
- XERO professional setup or reconfiguration
- Bank Reconciliations
- DEXT expenses processing
- BAS & IAS
- Video updates
- Profit & Loss and Budgets
- Phone and email support
- Zoom catch ups at your request
- Business Analysis:
* Weekly sustainable drawings
* Full year profit projection
* Employee profit margins analysis
* Wes's FMap financial modeling comparison of all key expense areas and ratios vs other financially healthy, stable and profitable practices