Keeping track of your finances and taking care
of yourself – simple set-ups

Do you prefer to track your finances with:

  • a manual or paper record/accounts system

  • a spreadsheet (such as MS Excel or Numbers)

  • or do you want a computer software programme on your desktop
    or 'in the cloud' (internet or web-based)?

Whatever system you choose, you'll need to feel completely at ease with it and find it simple to use.

After an initial discussion to help you decide the kind of system that will work best for you, Susan can support with system set-up, customisation and implementation. On-going training and support are available too, as and when you need it.

Susan can also take care of data entry, reconciliation of accounts, providing regular or ad hoc reporting, and the filing and archiving of records if this is required.


In addition, Susan provides:

  • payroll services

  • training of staff on systems and processes

  • BAS agent services – preparation, review and lodgement of BAS forms

 and so much more...