Bookkeeping Case Studies
Upgrade of Accounting Software & Systems
Bizwize Case Study
The Situation and Clients Pain
A growing financial business contacted us because they were struggling to keep on top of their business accounting requirements.
The out of date accounting software was taking the owners away from getting results in their business. Too much time each month was spent getting accounting information into old systems for BAS reporting.
The Solution
Bizwize reviewed their current systems and software and identified areas where time could be saved through the use of more advanced cloud based accounting software.
We assisted them to implement the new software, set up systems for best practices and then provided ongoing support. Helping with constant improvements to staff knowledge and system use.
The Results and Clients Achievements
The owners now spend less time on the mundane task of compliance, all ATO deadlines have since been met and their cost associated with maintaining their accounting data has been reduced.
The use of online software meant that work could be done from anywhere and their advisors had direct access.
- Time saving
- ATO reporting up to date
- Accounting costs reduced
- Administration flexibility
- Happy Clients
What our Clients say!
Michelle’s skills & patience helped to improve our efficiency
Kellie Renton - INDEPENDENT ASSAY LABORATORIES
Kellie Renton - INDEPENDENT ASSAY LABORATORIES
Best bookkeepers ever
Dr David Plichta
Dr David Plichta
Bizwize are very professional, knowledgeable and have answered all my questions.
Matt Seeds, IT Inspired
Matt Seeds, IT Inspired
I can’t recommend them highly enough.
Margaret Heaton, Mini Care Mates
Margaret Heaton, Mini Care Mates
Willing to answer and help with all areas of bookkeeping
Lesley Jennings, Apple Financial Services
Lesley Jennings, Apple Financial Services
Amazing knowledgeable team
Samantha Peters
Samantha Peters
Bizwize staff are friendly and willing to help with any questions
Mike Wilding, Flick Realty
Mike Wilding, Flick Realty
Very helpful and would highly recommend their services
Natalie Grubisa
Regal Plumbtec
Natalie Grubisa
Regal Plumbtec
“I thought I could do it all… keep up with paperwork & accounts but that was not the case!!
Joanne – Winton Airconditioning
Joanne – Winton Airconditioning
Pleasure to have on the team professionally and personally
Blythe Calnan, Runnymede Farm
Blythe Calnan, Runnymede Farm
We have been so happy we have referred others to their services
Scott Thompson, Computer Troubleshooters
Scott Thompson, Computer Troubleshooters
“Working with clients, not for them”
Bernadette, Brand Strategist
Bernadette, Brand Strategist
Makes bookkeeping a breeze
Angad Singh
Angad Singh
Great bookkeepers
Peter Zuccala
Peter Zuccala
Our Bizwize bookkeeper is extremely helpful and an asset to this company.
Samantha
Samantha
Bookkeeping Skills & Systems Upgrade
Bizwize Case Study
The Situation and Clients Pain
The housing industry client had a dedicated office person who was responsible for the bookkeeping, but her skill levels were more administrative than accounting based.
Without documented processes in place to handle the accounting software and BAS lodgements and a lot of time wasted chasing staff for receipts the office person was stressed and frustrated.
The Solution
The first thing Bizwize did was review the current systems and made changes to get the integration with Hubdocs working correctly to improve receipt capture.
We set default invoices in Xero and streamlined sales processing. Then set up some easy processes, provided onsite training and fully documented the procedures.
Bizwize also provides phone and email support and checks the completed BAS prior to lodgement.
The Results and Clients Achievements
The administration lady is now much more confident with using the system and has taken on doing payroll as well.
The systems are working and integrating to save time, money and bookkeeping fees.
- BAS lodgements up to date
- Integrated systems working together
- Bookkeeping costs reduced
- Confident & happy team member
- Happy Clients
What our Clients say!
Michelle’s skills & patience helped to improve our efficiency
Kellie Renton - INDEPENDENT ASSAY LABORATORIES
Kellie Renton - INDEPENDENT ASSAY LABORATORIES
Best bookkeepers ever
Dr David Plichta
Dr David Plichta
Bizwize are very professional, knowledgeable and have answered all my questions.
Matt Seeds, IT Inspired
Matt Seeds, IT Inspired
I can’t recommend them highly enough.
Margaret Heaton, Mini Care Mates
Margaret Heaton, Mini Care Mates
Willing to answer and help with all areas of bookkeeping
Lesley Jennings, Apple Financial Services
Lesley Jennings, Apple Financial Services
Amazing knowledgeable team
Samantha Peters
Samantha Peters
Bizwize staff are friendly and willing to help with any questions
Mike Wilding, Flick Realty
Mike Wilding, Flick Realty
Very helpful and would highly recommend their services
Natalie Grubisa
Regal Plumbtec
Natalie Grubisa
Regal Plumbtec
“I thought I could do it all… keep up with paperwork & accounts but that was not the case!!
Joanne – Winton Airconditioning
Joanne – Winton Airconditioning
Pleasure to have on the team professionally and personally
Blythe Calnan, Runnymede Farm
Blythe Calnan, Runnymede Farm
We have been so happy we have referred others to their services
Scott Thompson, Computer Troubleshooters
Scott Thompson, Computer Troubleshooters
“Working with clients, not for them”
Bernadette, Brand Strategist
Bernadette, Brand Strategist
Makes bookkeeping a breeze
Angad Singh
Angad Singh
Great bookkeepers
Peter Zuccala
Peter Zuccala
Our Bizwize bookkeeper is extremely helpful and an asset to this company.
Samantha
Samantha
Not Enough Time for Bookkeeping
Bizwize Case Study
The Situation and Clients Pain
One of the owners of this IT based business had increased commitments in other areas and was no longer able to commit to keeping the books up to date.
The Solution
We put one of our experienced bookkeepers in to do all the accounting processing, we implemented a receipt management system that better managed the capturing of receipts, resulting in better quality accounts.
The Results and Clients Achievements
Receipt capture has been a huge success, as it is no longer the burden of one individual. Each receipt can be captured electronically, the entering of receipt data becomes the "spenders" responsibility, reducing issues and stress chasing missing receipts.
Books are all up to date and the stress has been taken off the family giving them more quality time together
- Time saving
- ATO reporting up to date
- Accounting costs reduced
- Quality family time increased
- Happy Clients
What our Clients say!
Michelle’s skills & patience helped to improve our efficiency
Kellie Renton - INDEPENDENT ASSAY LABORATORIES
Kellie Renton - INDEPENDENT ASSAY LABORATORIES
Best bookkeepers ever
Dr David Plichta
Dr David Plichta
Bizwize are very professional, knowledgeable and have answered all my questions.
Matt Seeds, IT Inspired
Matt Seeds, IT Inspired
I can’t recommend them highly enough.
Margaret Heaton, Mini Care Mates
Margaret Heaton, Mini Care Mates
Willing to answer and help with all areas of bookkeeping
Lesley Jennings, Apple Financial Services
Lesley Jennings, Apple Financial Services
Amazing knowledgeable team
Samantha Peters
Samantha Peters
Bizwize staff are friendly and willing to help with any questions
Mike Wilding, Flick Realty
Mike Wilding, Flick Realty
Very helpful and would highly recommend their services
Natalie Grubisa
Regal Plumbtec
Natalie Grubisa
Regal Plumbtec
“I thought I could do it all… keep up with paperwork & accounts but that was not the case!!
Joanne – Winton Airconditioning
Joanne – Winton Airconditioning
Pleasure to have on the team professionally and personally
Blythe Calnan, Runnymede Farm
Blythe Calnan, Runnymede Farm
We have been so happy we have referred others to their services
Scott Thompson, Computer Troubleshooters
Scott Thompson, Computer Troubleshooters
“Working with clients, not for them”
Bernadette, Brand Strategist
Bernadette, Brand Strategist
Makes bookkeeping a breeze
Angad Singh
Angad Singh
Great bookkeepers
Peter Zuccala
Peter Zuccala
Our Bizwize bookkeeper is extremely helpful and an asset to this company.
Samantha
Samantha
Free Coffee & Chat
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