We balance your books, so you get more life balance back.

Key benefits of Xero

1. Cloud Based

Xero is a cloud based accounting software package. Your personalised log in details and password mean you can log in and access your financial records anytime, anywhere. It can be accessed from a range of devises including your computer, tablet or phone, making it perfect for busy business owners on the run!

2. It is user Friendly

Xero is simple in its layout and design making it very user friendly. The Dashboard can be easily customised and gives you a general overview at a glance of where your business is sitting financially. This help business owners make more informed business decisions on the run.

3. Automated daily bank feeds make reconciliation and sync

Say good bye to paper bank statements! Bank feeds can be automatically imported into Xero. You can reconcile your statements as you go, reducing the time and energy that needs to be spent come the end of the month.

4. Create Bank Rules and save time

What business doesn’t have reoccurring expenses? Setting up a bank rule for these reoccurring expenses will ensure that they are coded to the correct expense account every time they appear on your statement. Saving even more time. Less time spent reconciling your statements will mean more time available to concentrate on the things you love to do within your business.

5. Great help centre, Training and Support

The Xero help desk is a fantastic support tool. There are many videos and articles that can help you find the answers to any questions you may have. The best part is it is free! If you can’t find what you are looking for in the help centre videos or articles then you can call the help centre and talk to the experiences staff who will guide you towards the solution to your problem.

Services

Bookkeeping

We can manage your, Bank Reconciliation, Banking / Petty Cash, Invoicing, Debtor / Creditor Management, GST/IAS and Tax Management, Financial Management and Reporting, Cash Flow Projection and Budgeting and more.

Payroll

We ensure compliance with the Awards, Accurate and up-to-date records of your employees are kept. We also manage Superannuation, WorkCover and payroll tax.

Training

As a fully qualified Xero Silver Partner we are experienced in Xero software and all its applications. We offer full training and support to businesses and their staff.

Compliance

We are a side line reassurance for your business, communicating with you, your Accountant and the ATO on your behalf, ensuring your business has up to date knowledge of tax legislation and business owner obligations at all times – we’ve got your back!

We offer a variety of packages to suite your business needs

View Packages

TESTIMONIALS

Making a difference

Balance Books has made such a difference to the running efficiencies and operations of our business since engaging them in 2016.

Jamie Pellicone
Karina Pellicone – VIP Airconditioning PTY LTD

Solutions to streamline & improve

Sally has offered solutions to streamline and improve current processes. She has also worked through the start up of a new business and the sale of an existing business.

Karmen Wakelin
Director – Endota Day Spa, Adelaide CBD

Thriving & up to date

I was passionate about olives not bookkeeping. Balance Books subtlety assisted in improving my financial records and tax compliance and we are now a thriving up to date business and tax payer.

Brian W Swanson
Brian’s Olive Shop

Knowledgeable, Approachable and organised.

During the past two years I have found Sally to be very efficient, knowledgeable, and organised.

Marnie Tinson
Endota Spa Owner of Barossa Valley and Modbury

Someone we could trust

It was reassuring to have someone that we could trust to find out what our new industry and business obligations were and how to handle these correctly and efficiently.

Angie Christophel
Business Owner / Managing Director RMT Management

Allowing us to focus

Balance Books was here to help! Now twelve months working together, our financial records are in order, cash flow is managed...

Debbie Shearer
Director Childrens Entertainment

So darn positive

Sally arrived at my door and was so darn positive about the situation. She planned out a decisive attack and within weeks had me completely back on track.

Kate & Roger Billinghurst
Fancy That On Beach Road

Get in Touch

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