General Bookkeeping

• Improved efficiencies. Streamline and simplify current bookkeeping processes, including our review and recommendation of any add-on processes to assist with stock, payroll etc.

• Processing and reconciliation of data.

Internal Accountant 

• Danielle can assist your business by ensuring your accounts are up to date to enable regular review of financial reports. This particularly benefits business owners who need accurate and up to date accounts to enable them to make informed business decisions, whether it be buying a new piece of equipment or confirming if a product line is profitable.

Accounts Payable & Accounts Receivable

• Reconciliation and review of trade debtors and trade creditors.

BAS and IAS

• Preparation and lodgement of monthly and quarterly Business Activity Statements (BAS) and Instalment Activity Statements (IAS).

Staff Training

• Upskill your team. Tax and Bookkeeping by the Lake can assist with training your staff to complete bookkeeping services in house. Danielle can complete a quarterly health check on your accounts to ensure everything is tracking correctly and provide top-up training as necessary.

Accounting & Taxation

At Tax and Bookkeeping by the Lake, there is a range of compliance and taxation services to meet your needs.

Taxation and compliance services include preparation of income tax returns and financial statements for the following:

• On the spot personal tax return (this can be done face to face,
  zoom or phone call)

• Personal returns with investment properties

• Sole trader

• Partnership

• Trust

• Company

Other 

• Xero conversion

• Provision of monthly reports

• Year-end workpapers to provide to your accountant

• Tax planning and tax minimisation

• ATO management