Bookkeeping is “invisible” when done well. Unlike marketing or sales, the results aren’t felt day-to-day — unless something breaks.
Case Studies from actual clients
Client Profile 1: Small non-franchised fitness centre, managing advertising, fitness gear manufacture & sales, all classes, admin, no-in-house financial support.
Challenges Before Engagement:
Behind in bank reconciliations
No Clear view of business income v expenses
Tax Returns for the business not completed
What I provided
Full Clean up of Accounting File
Reconciled years of transactions
Caught up data and advised Accountant re Tax Return preparation
Setup BAS registration once turnover reached the threshold
Completed BAS reconciliations for required periods and lodged
Setup Monthly Reports and check-ins
Result
Owner now received monthly reports in plain language
BAS's are ALWAYS on time
The owner feels more in control of their finances and can make accurate financial decisions
Accountant saves times at EOFY = lower fees
Client Comment
"I knew I was far behind but I didn't realise the impact it had on my business until everything was sorted. Now I have visibility over my
numbers and more time to plan for increase membership, gym programs and fabulous gym gear."
Client Profile 2: Start-Up, Research & Development, no in-house financial/administration support, external accountant/bookkeeper.
Challenges Before Engagement
Behind in Bank Reconciliations
No Clear View of business income v expenses especially against projects
Tax Returns for the business not completed
BAS's not completed or incorrect for the business
Research & Development Grand data not available to complete application
Payroll & Superannuation not completed, reconciled, finalised - was done by external accountant/bookkeeper
Behind in payments to the ATO
No monthly financials were being sent to the Directors
What I provided
Full Clean-Up of their Accounting File
Reconciled years of transactions including misallocation made by external accountant/bookkeeper
Processed all outstanding payroll runs and lodged via STP
Reconciled payroll to the EOFY for STP Finalisation
Reconciled Superannuation from beginning of trade and lodged all SGC Reports - not done by external accountant/bookkeeper
Caught up data and advised Accountant and Directors re Tax Return preparation
Completed all outstanding BAS's for required periods, amended BAS's where required and lodged
Setup Monthly Reports and check-ins.
Result
Accounting Files now reconciled on a fortnightly basis
All Directors now receive monthly reports in plain language
BAS's are ALWAYS on time
The Directors now have a clearer understanding of their financials and feel more in control of their finances to be able to make accurate financial decisions.
Research & Development Grant applications can be completed in a timely manner and lodged to obtain grant payment to assist in future build
Accountant saves times at the EOFY = lower fees
Director's Comment
'I knew the business was behind, but trusted the Accountant, who was doing all the bookkeeping, payrolls & superannuation etc that all was up to date and then
not realising that certain things were not being completed on time ended up impacting the business. Once NJD Bookkeeping came onboard and sorted everything out,
we now have the visibility over our financials which is allowing us to focus more on getting our product up and running and into the market along with gaining
future business".
Bookkeeping is more than numbers - it gives you clarity, confidence & time to grow your business
Accurate Books, Clear Insights, Less Stress.
The value of engaging a Professional, Certified Bookkeeper
Stay compliant, in control & focused on what you do best and
we'll take care of the rest
My Mission
With more than 30 years of experience I work hard to earn and maintain my clients' trust and confidence, and I take pride in my excellent customer service.
I stay up to date so you benefit from the latest knowledge & technology
My Specialties
I am experienced in Myob, Xero & ZOHO Accounting software. I have also run 2 other successful businesses in totally different industries so know what it's like to cover the many areas in small business
My Clients
I am 100% committed to helping my clients & their businesses. My clients are from many different industries, all with different needs.
I tailor my services to suit your needs.