Professional Bookkeeping Plans
Would you like to focus your time and energy on your client and growing your business and get someone else to do your bank reconciliations, your Profit and Loss, your BAS, your budgets, your sustainable weekly drawings analysis and tax to set aside projections, your end of year handover documents for your Accountant and trouble shoot issues with the ATO and the Accountant on your behalf? If that's sounds great, view my weekly Bookkeeping plans below and check out the overview video for each plan (coming soon)
Small
_edited.png)
Suitable for Sole Trader Psychologists, OTs, Physios, Speech Pathologists and other Allied Health professionals sub contracting to other sites and needing help with their Bookkeeping and BAS
* You do your own Invoicing in Cliniko/Powerdiary/Halaxy/Nookal or your software of choice
* Wes does the rest below in XERO :)
- XERO professional setup
- Bank Reconciliations
- DEXT expense processing
- Business Activity Statement
- Quarterly Profit and Loss
- Email support
$66 per week
Medium
_edited.png)
Suitable for Sole Trader Psychologists, OTs, Physios, Speech Pathologists and other Allied Health professionals working part time in their business
* You do your own Invoicing in Cliniko/Powerdiary/Halaxy/Nookal or your software of choice
* Wes does the rest below in XERO :)
- XERO professional setup
- Bank Reconciliations
- DEXT expenses processing
- Business Activity Statement
- Video updates
- Profit & Loss
- Phone and email support
$96.80 per week
Standard
_edited.png)
Suitable for Sole Trader, Partnership and Pty Ltd Company Full time Psychologists, OTs, Physios, Speech Pathologists and other Allied Health professionals who are working full time in their business
$121 per week
Sole Trader
$165 per week
Companies
$181.50 per week
Companies and Trusts with employees or contractors
* You do your own Invoicing in Cliniko/Powerdiary/Halaxy/Nookal or your software of choice
* Wes does the rest below in XERO
- XERO professional setup
- Bank Reconciliations
- DEXT expenses processing
- Business Activity Statement
- Video updates
- Profit & Loss and Budgets
- Phone and email support
- Zoom catch ups at your request
- Business Analysis below:
* Weekly sustainable drawings
* Full year profit projection
* Monthly tax to set aside
Growth
Suitable for larger Allied Health Companies and Trusts who have employee and or contractor therapists who see clients or new Allied Health businesses who are undergoing rapid growth and change and need more support and help from Wes in navigating this change and growth.
$220 per week
* You do your own Invoicing in Cliniko/Powerdiary/Halaxy/Nookal or your software of choice
* Wes does the rest below in XERO
- XERO professional setup
- Bank Reconciliations
- DEXT expenses processing
- BAS & IAS
- Video updates
- Profit & Loss and Budgets
- Phone and email support
- Zoom catch ups at your request
- Business Analysis & support:
* Contractor and Employee Profit margin financial modelling
* Business profit capacity analysis
* Support for Contractor and employee KPI tracking and reporting
* Profit margin modelling for potential new employees and contractors