Projects

1/

Client
Consulting firm managing a WA Aboriginal community.

Project
To train a new staff member in MYOB accounting software, reorganise office procedures, audit current accounting books and make ready for independent audit.

Tasks achieved

• Training, tailored to business requirements, on a one-on-one basis
• Office paper flow reorganised to increase the effectiveness of the space
• Internal audit, including bank and credit card reconciliations, completed and company books ready for independent auditing in the required timeframe

Outcomes
The company now has a staff member dealing competently with the day-to-day running of the business, in an efficiently organised space. External auditor endorsed company books.

Client testimonial
'Ledger staff played an important role in our great audit report, and the Board was delighted with the result. It made our business look highly professional'.

2/

Client
Medical centre with 10 doctors.

Project
To upgrade the client's accounting software to latest Quick Books program.

Tasks achieved

• New accounts set up on Quick Books program
• Data input from start of financial year, reconciling bank accounts for three businesses each month
• Quick Books reconciled to medical software package on a monthly basis

Outcomes
Client receives monthly reports on a timely manner. Budget versus Actual and cashflow reported at monthly meetings.

Client testimonial
'We now have an efficient bookkeeping system, primary for running a very busy Practice. Also we can base our future planning on realistic expectations. We have more time to focus on our client's needs".