Initial Consultation

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Initial Consultation

We have a proven system for keeping you up to date. Our team at CSB specializes in both MYOB, and Xero.

Initial Bookkeeping Consultation

During our initial no-obligation meeting with a new client we generally find:

  • Their accounting software may need organizing owing to lack of knowledge or skills of bookkeeping.
  • Their filing schemes are insufficient at best as well as non-existent at worst (receipt boxes are common).
  • They often receive fines because of lagging behind with BAS and Tax Return lodgment.
  • They are too busy with their growing business and can no longer handle the bookkeeping themselves. You need to be working on your business rather than in it.

During the meeting we:

  • Determine your bookkeeping needs and put reliable and practical systems in place for you
  • Complete a check of your MYOB/Xero in the case that you have one
  • Explain how we can tailor your current bookkeeping systems and recommend the best way forward

Start Up Businesses

If yours is a startup business, the process is simple:

As Professional Partners of MYOB and XERO, we will advise the most apt software for your needs and can provide discounted prices to purchase the software. Also, you can use my MYOB for an annual or monthly fee. (MYOB stays on my site).

Our specialists will install the software, customize the Chart of Accounts precise to your business requirements, customize Sales Invoices and set up the Payroll if needed.

We organize your paperwork and get it ready for processing.

Depending on your needs we will arrange to do the processing on-site at your office or off-site at ours at an agreed time. It can be weekly, monthly, quarterly.