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A dedicated finance partner for your business
Finance Partner & Advisory

More than bookkeeping. A finance partner who knows your business.

As your business grows, so does the need for accurate financial information, efficient systems and someone who genuinely understands how your business operates.

An extension of your team

In the detail, week after week

Rather than simply processing transactions, I become an extension of your team, working alongside you to improve financial processes, strengthen your systems and provide practical support as your business continues to grow.

Haylee at work
Ideal for businesses that
  • Have outgrown basic bookkeeping services
  • Need experienced financial oversight, without employing an in-house Financial Controller
  • Want proactive support rather than reactive bookkeeping
  • Value having a trusted finance professional available to both management and the wider team
  • Are looking to improve systems, processes and financial visibility
Financial management
  • End-to-end bookkeeping and payroll processing
  • Monthly IAS and quarterly BAS preparation, review and lodgement
  • Accounts payable and receivable management
  • Bank and balance sheet reconciliations
  • Month-end reporting and financial analysis
  • Cash flow monitoring
  • Liaison with your accountant and other advisers
Finance & operational support
  • Ongoing financial guidance, including attendance at management meetings as required
  • Financial process reviews, workflow and system improvements
  • Xero optimisation and documentation of finance procedures
  • Support implementing new finance processes
Finance improvement projects

As opportunities are identified, this can also include GST reviews, subscription and expenditure analysis, Chart of Accounts redesign, ATO payment plan reviews, and custom reporting or dashboards.

Finance Partner Package

An extension of your team, not just your bookkeeper, covering end-to-end financial management, operational support and ongoing improvement projects as your business grows.

Think your business is ready for more than bookkeeping?

Let’s talk about what a finance partner could actually do for your business.