the bookkeeping studio
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Advisory Services

As your business scales, the shift goes from growth to sustainable financial development.

Book in a chat with us

ADVISORY SERVICES FOR COMPLEX FINANCIAL NEEDS

Fixed Fee Bookkeeping for Medium to Large Businesses

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MANAGEMENT REPORTING

To get a better grip on what really matters in your business and wrap your head around the big picture

Prices starting from

$250

Quarterly (Ex GST)

Inclusions

  • We’ll draft a personalized Management Report template in Xero just for you.
  • We’ll figure out the top five Key Performance Indicators (KPIs) we should be keeping an eye on.
  • We’ll have a 30 minute Zoom catch-up every quarter to make sure you’ve gone through your Management Report and chat about any important issues or good news it brings to the table.

What you’ll get

  • We’ll help you set targets and keep a close eye on your progress to make sure you’re staying on course.
  • You’ll gain a better understanding of your finances, knowing what to measure and how to do it.
  • You’ll get a personalized quarterly management report to track your performance regularly.
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BUSINESS PLAN

To figure out what you're all about, lay out your goals and how to make more money and keep the cash flowing in your business.

Prices starting from

$2,500

One payment

Inclusions

  • We’ll have two 2-hour sessions to thoroughly define each component of your Business Plan.
  • We’ll set SMART goals, connecting the dots between opportunities, vulnerabilities, and the biggest challenges outlined in your Business Plan.
  • You’ll walk away with a concise 2-page Business Plan that covers both your personal and business goals for the next 12 months. Plus, we’ll draft a 90-Day Action Plan to tackle those pressing issues head-on.

What you’ll get

  • We’ll take a good look at your business direction and make sure it’s on point.
  • We’ll zero in on those Gross Revenue Targets and KPIs that really matter.
  • We’re all about keeping things on track, so we’ll put a solid accountability system in place.
  • We’ll spot the big challenges and golden opportunities in your business and figure out how to make the most of them.
  • We’ll set clear timeframes for achieving goals.
  • We’ll also map out what kind of support and resources you’ll need to make those goals a reality.
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Coaching

To boost how well your business is doing, by figuring out how to tackle those tough problems with ongoing support from your coach.

Prices starting from

$500

Monthly (ex GST)

Inclusions

  • Every month, we’ll have a 60-minute Zoom chat about your 12-month goals, what you want to achieve in the next 30 days, and the actions to get you there.
  • We’ll pinpoint the sports where you can improve your performance.
  • We’ll set some SMART goals and brainstorm strategies and actions to make them happen.
  • We’ll tackle any pressing issues and explore new opportunities.
  • Ideally, Coaching kicks off after you’ve wrapped up your Business Plan. However, it’s flexible and can also help you navigate significant changes in your business or put your strategic and succession plans into action.

What you’ll get

  • We’ll keep you on track and hold you accountable to reach those results you’re aiming for.
  • We’ll work together to boost your profitability and get that cash flowing in the right direction
  • We’ll get to the bottom of those pressing issues and work together to find effective solutions.
  • We’ll boost your business performance by finding smart ways to tackle those tough challenges.
  • And by the time we’re done, you’ll have a solid grasp of what really drives your business.
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CASH FLOW FORECAST

To get that peace of mind, knowing your cashflow needs for the next year are all sorted and funded. And, to have a solid understanding of how the cash flows in and out of your business.

Prices starting from

$1,900

one payment

Inclusions

  • We draft your Cashflow Forecast using the information from Xero and send you the draft to review, along with some questions to make sure our assumptions are correct and to find out if we need to adjust the Cashflow Forecast for any changes you’re aware of in the next 12 months.
  • 60 minute meeting to review the draft Cashflow Forecast and discuss seasonal fluctuations, material changes to last year’s cashflow, any implications of staffing changes, significant one-off items, tax payments and timing, and capital expenditure.
  • We recommend you create actual vs. forecast reports each month to track your progress and clarify areas that may present improvement opportunities. We can also help you with this.

What you’ll get

  • You’ll get the scoop on your cashflow to make smarter decisions.
  • We’ll predict and prep for those big cash expenses.
  • You’ll keep an eye on your actual cashflow compared to what you were expecting.
  • You’ll find ways to dodge those late payment fees and interest from suppliers.
  • You’ll better your communication and build stronger relationships with your financiers and suppliers.
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CASH FLOW MANAGEMENT COACHING

To wrap your head around the Cash Conversion Cycle in your business and find ways to make it shorter and more efficient. And, to keep things in check through an independent coach.

Prices starting from

$500

Monthly (Ex GST)

Inclusions

  • Every month, we’ll have a 60-minute Zoom coaching session to see how your actual results stack up against what we were expecting.
  • We’ll take a deep dive, checking out the areas that really move the needle on cashflow and profit.
  • Then, we’ll brainstorm some clever strategies to boost your cashflow and profit.
  • Next, we’ll figure out how to put those strategies into action to hit your improvement targets.
  • And, we’ll circle back to your goals and actions, making any necessary adjustments along the way.

What you'll get

  • We’ll teach you how to keep tabs on your real cashflow compared to what you were expecting.
  • We’ll work together to fine-tune your business processes to squeeze out every bit of cashflow, profit, and business value.
  • We’ll keep you on track and make sure you hit those cashflow improvement goals.
  • We’ll help you to get a grip on your cash and liquidity to make smarter decisions, and No more stress knowing your cashflow needs are all sorted and good to go.
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Why The Bookkeeping Studio?

Reduce your overhead costs

By outsourcing your enterprise bookkeeping needs to us, you won’t have to deal with the overhead costs associated with in-house financial management.

Maximise efficiency, minimise risk

Balancing growth with financial stability demands more than simple bookkeeping. You need a strategic partner who knows your business from the inside out.

Run your business from anywhere

We can drop the paperwork on your desk or work remotely by using Hubdoc and XERO accounting software. Just focus on your day-to-day operations.

Online Operations

Every aspect of our business operates online for secure and time-saving bookkeeping. You can expect electronic engagement proposals, bite-size training videos and digital e-signing for your BAS.

As your business expands,
the complexity of financial management grows

Book A Call
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Ready to hand over the boring bits?

  • 02 4862 4379
  • 8 Station St Bowral NSW 2576
  • 104 Croydon Road Bexley 2207
BOOK A CALL

Discover

Book an initial chat with us so we can set up a discovery meeting to discuss what you need, what we do and how it will work.

Engage

Sign our electronic engagement proposal and set up your software. We will introduce your bookkeeping team and explore the best way to work our system for you.

Grow

We communicate with you regularly and recommend new tech, apps and processes. We make constant tweaks to how we work so we can grow with your business.

Wise Words from our Clients

Caroline Verity

Caroline Verity

Bookkeepers with a difference! Friendly and easy to deal with, nothing is too hard for them, and always thorough and professional.
Sam Hancock

Sam Hancock

I can't recommend The Bookkeeping Studio high enough. Bindi is a total whizz. Such a weight off feeling more organised ongoing. Brilliant.
Victoria Simpson

Victoria Simpson

Highly recommend! Bindi and her team are team are personable, knowledgeable and an absolute pleasure to deal with.
Annie Reynolds

Annie Reynolds

Excellent customer service!! Bindi and the team are wonderful.They make my job very easy! I can recommend their Xero coaching and training service.
Kylie Matthews

Kylie Matthews

I love these guys! They take genuine pleasure in doing my boring book work... and they do it with a smile. Having both my bookkeeper and tax agent in the same office makes communication easy and ensures a seamless process when it comes to submitting BAS and my annual tax return.
Stephen La Cava

Stephen La Cava

After meeting with Bindi she knew exactly what bookkeeping I required for now and in the future. Well worth the peace of mind knowing that experts are on my side looking after my bookkeeping, freeing me up to concentrate on the part of my business that I enjoy.
Rel Vild

Rel Vild

Bindi and her team are amazing! Very accomodating, knowledgeable, and helpful. I would recommend The Bookkeeping Studio to everyone! Very approachable, no question is too silly, they are a great team!
Jordan Millar

Jordan Millar

Highly recommend! The Bookkeeping Studio team took over our company's books a few years back and got everything under control really quickly and professionally. Great communication and really exceptional service across the board. You'll be very happy.
Andy Gordon

Andy Gordon

Bindi and the whole crew are fantastic. From the decor in the office to the welcome coffee you know you are in for a bespoke experience. No cookie-cutter service here. It's professional, personal, knowledgeable work they do here and they do it very well. I recommend The Bookkeeping Studio to you. When you go there, you'll do the same.
Jack Gaff

Jack Gaff

Bindi and the team at The Bookkeeping Studio have completely changed the game for our business. They have helped us develop streamlined systems and processes, keep our data live and up to date which has resulted in more time for us to run our core business. Not only is their service great value, their work has resulted in a reduction in accounting related expenditure for our business. Just as importantly, they are very friendly and a pleasure to deal with. We couldn’t live without them!
Shelly Willingham

Shelly Willingham

I’ve done Bindi’s training sessions twice now and it’s so empowering as a business owner to walk away with a thorough understanding of the business books and how to handle the day to day bookkeeping. Bindi is up to date with the latest technology and has a brilliant knowledge and understanding of the inner workings of a small business. I highly recommend Bindi and The Bookkeeping Studio in Bowral.

want to have a go yourself?

DIY Xero Services

Xero positions itself as a fully DIY system and while we agree with Xero on many things, this is not one of them. Let us help you to make it manageable with one of our DIY options.

FIND OUT MORE

You have had a crack at setting up Xero yourself, but want to make sure you are using it to it’s full potential. We have a 64-point checklist we use to check that your Xero file has been set up correctly and that you aren’t making any major mistakes while using your Xero file. We then have a meeting to report our findings and we can fix it for you or train you to fix it yourself.

Whether you are new to Xero or wanting to get more out of it, we run our one-on-one training sessions tailored to your needs. We have an initial discovery session to find out about your business and follow up with a training session to help you get the most out of Xero. We know not everyone loves bookkeeping like we do, so we keep it brief with 2 hours sessions.

If you are just starting out or making the switch to Xero, it is a good idea to have someone set it up for you – particularly if you are using Xero for payroll. We can set your Xero file up for you and get you ticking along nicely so that you hit the ground running when you kick off. Combine this with a training session and you will be good to go!

About Us

When your business starts to grow, your needs change. That’s why we’re excited to introduce our new enterprise packages, meticulously designed for the more complex needs of medium to large businesses.

We know it’s tough to find top-notch technology and expertise outside the big metros. That’s where we come in. We’re here to offer you the same level of industry-leading tech and services but with a personal touch. It’s the best of both worlds – professional bookkeeping services with a personal, boutique feel.

So if you’re ready to take your business to the next level, let’s talk. We’re here to help you grow, innovate, and succeed. We’ll make sure that your business receives the attention and tailored solutions it deserves.

MEET OUR TEAM
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