Resources
Business Accounting Resources
Our guides, answers to common questions and checklists of the records to gather before you talk to us.
Guides and answers
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Guides
Longer guides on preparing for a trust account audit and choosing a business accountant. Each one lists the pages we checked.
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Frequently asked questions
Short answers on getting started, fees, switching accountants and how we work with you.
Preparation checklists
Work through the list for the job ahead, and send us what you have.
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Business tax records checklist
Have these ready before we start on your business tax return, and we can begin straight away.
- Bank and credit card statements for the full year
- Loan and finance statements
- Payroll summaries
- BAS and GST records
- Asset register, including purchases and disposals
- Last year's tax return
- Entity details, such as ABN, directors, trustees or partners
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Trust audit document checklist
Gather these before your trust account audit or examination. With everything in one place, we spend less time asking for documents.
- Trust account bank statements
- Trust ledgers
- Trust account reconciliations for the period
- Receipts and payment authorities
- Trust account registers
- Reports from the previous audit period
- Correspondence with the regulator
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Management reporting checklist
Send us these reports and figures and we can start building management reports for your business.
- Profit and loss statement
- Balance sheet
- Cash flow statement or bank summary
- Budget compared with actual results
- The key metrics you already track
- Aged debtors and creditors reports
- Inventory or work-in-progress schedule
Talk to an accountant about your business
- Fixed fees, agreed upfront
- We contact your old accountant
- Free discovery call