Day to Day Bookkeeping
Bookkeeping that stays up to date, makes sense, and supports your clinic day to day. For practice owners and practice managers who want calm, compliant numbers without the constant catch up.
Australia wide support, with a simple process and plain English communication.
- Australia Wide Support
- Medical and Allied Health Specialists
- Personalised, Plain English Support
- Xero Specialists
- Registered BAS Agent
Sound familiar?
- You are busy running the clinic and bookkeeping keeps slipping to the bottom of the list
- BAS time feels stressful because the file is never quite ready
- Payroll is happening, but the numbers behind it are not clean
- You are not confident the coding is consistent from month to month
- You are not sure what you should be setting aside for GST and other obligations
- You have receipts everywhere and no simple system that sticks
- You want to understand your numbers, but you do not have time to dig through Xero
How we can help
We keep your Xero file accurate and up to date, so you are not constantly playing catch up. You will know what is happening in your business, what needs your attention, and what is already handled. The goal is simple: steady, compliant bookkeeping that supports your clinic and makes BAS, payroll, and reporting easier.
What’s included
- Regular reconciliations to keep Xero up to date (weekly, fortnightly, or monthly depending on your clinic)
- Consistent coding and tidy categories so reports are actually useful
- Review and clean up of uncoded or mis coded transactions
- Basic accounts housekeeping so the file stays clean (not just “done enough”)
- Clear questions list when something needs your input, no long confusing emails
- Simple monthly summary so you know what was done and what to watch
- Liaising with your accountant when needed so everyone is working from the same numbers
- A steady process for receipts and supporting documents so nothing gets lost
- Practical guidance in plain English so you feel confident in what is happening
Common bas issues we see in clinics
- Mixed payment types creating messy reconciliation (EFTPOS, bank transfers, online payments)
- Transactions sitting uncoded for weeks, then rushed at BAS time
- Inconsistent coding between team members, making reports unreliable
- Payroll and super obligations being handled separately from the bookkeeping rhythm
- Reimbursements and clinic expenses getting mixed with personal spending
- Subscriptions and software tools stacking up with no clear tracking
- Clinic owners not having a simple monthly snapshot of what matters
- Files that look fine on the surface but have small issues compounding over time
Who this is for
- You run an Medical or Allied Health clinic and want reliable weekly or monthly bookkeeping in Xero
- You want reconciliations kept up to date so BAS and payroll are not a scramble
- You want clarity on cash flow, expenses, and what is actually going on in the business
- You value a steady process and proactive check ins
- You want a bookkeeper who keeps things clean and explains it in plain English
Who it’s not for
- You want someone to fix it later instead of keeping it accurate as you go
- You do not want to follow a process for receipts, coding, or approvals
- You need support in MYOB or QuickBooks (Sue is Xero only)
- You want tax advice (best handled by your accountant)
- You are mainly looking for the cheapest option, not consistent support
Our Bookkeeping Process
1.
Book a time that suits you for our free consultation.
2.
We confirm Xero access, bank feeds, and how you handle invoices, bills, and receipts.
3.
We tidy any messy areas, confirm coding rules, and agree the weekly or monthly rhythm.
4.
We reconcile and keep your file up to date so nothing snowballs.
5.
You get a simple summary, a short list of questions if needed, and a steady process going forward.
Bookkeeping FAQs
Do you only work with Xero?
Yes, we only work with Xero we are experts and big fans of this software. However, we can help you migrate all your old files across to Xero and then hopefully you will love it as much as we do!
How often do you do the bookkeeping?
We work on a weekly cycle to make sure your files are up to date.
Will this include BAS and Payroll?
Yes we are experts with BAS and payroll.
What do you need from me each month?
We need you to provide us with tax invoices and bank statements as well as anyone ad hoc information that may pop up.
Can you help if our bookkeeping is already behind?
Yes we can, we also liaise with the ATO on your behalf if you are late with your lodgements.
Do you offer single clean-up packages?
Yes, we offer one off clean up packages.
Get in Touch
If you want bookkeeping that feels calm, clear, and under control, let’s chat. We will work out what support you need and whether Sue is the right fit for your clinic.