How it Works

The Process

You tell us your goals, needs, current business processes, procedures and challenges.

Our team conduct a needs analysis and liaise with you on any opportunities for process improvement.

You don’t have an accounting system:

We work with you to:

• determine the accounting system, or other application(s), that best fit your particular requirements
• suggest the use of other third-party software or Apps if appropriate
• develop and document your new business processes
• implement the system, processes, conduct user training, system changes, and perform reviews
• decide what bookkeeping you want to keep in-house and what you want us to handle
• Go live with your new automated bookkeeping system!

You want a new accounting system:

We work with you to:

• determine the accounting system, or other application(s), that best fit your particular requirements
• suggest the use of other third-party software or Apps if appropriate
• organize the conversion of your existing data if applicable
• set up your new accounting system, list of accounts, payroll, bank downloads, memorized transactions and other automated tasks
• conduct a task analysis to ensure the right people are doing the right tasks, correctly and easily
• implement the system, processes, conduct user training, system changes, and perform reviews decide what bookkeeping you want to keep in-house and what you want us to handle
• Go live with your new automated bookkeeping system!

You have an accounting system you love:

We work with you to:

• conduct a task analysis, system review and process analysis
• suggest improvements to ensure the right people are doing meaningful tasks are performed as quickly and accurately as possible, using the right resources
• document and test agreed improvements
• implements changes, conduct user training, perform reviews
• regularly review your data with one of our bookkeepers or accountants
• provide an insight into your business financials using a combination of dashboards, reporting and data analysis, so you know where you sit at all times
• regularly review and monitor progress towards your goals

Problem Solving

We find many business owners prefer to do the majority of their bookkeeping themselves. In our experience 80% of the transactions can easily be coded by the business using memorised transactions and other methods, which can save business owners much time on bookkeeping.

We help with the other 20% that can’t be automated. Let us know your issues or problems and we’ll work with you to get the best possible solution to simplify your financials.

Your bookkeeping should be:

• Taking up as little of your time as possible, and as easy as possible
• Giving you a good understanding of your finances by use of matrix, KPIs, budgets, reporting and analysis
• Collaborative, transparent and reasonable
• Effectively using up to date technology

Your bookkeeper should be:

• Proactively ensuring deadlines and compliance obligations are met with the ATO, Fair Work, and OSR
• Responsive to your needs and suggesting improvements
• Helping you solve problems, accounting transactions, or other business issues
• Keeping you up to date with industry related statutory and technology changes
• Ensuring you have all the information you need, when you need it

How does Effective Services work?

• We work with you to find out what’s a real benefit
• We keep in touch with regular communication through the intelligent use of technology
• We freely share our knowledge with you
• You’ll get sound business advice not just accounting assistance
• We proactively remind you of your lodgement deadlines
• Extensive use of checklists help consistency
• Keeping ourselves up to date through regular training

Effective Office Services Pty Ltd
ABN: 47 080 738 352

Ph: 02 9555 2395
m: 0411 218 570

sue@effectiveservices.com.au