At Bookkeeping for Wealth we know how important is to have a clear plan for your money, have a bookkeeping system that works for you and fits your business, budget and manage your cash flow and analyse your results and have a strong mindset to support you in the process.
Bookkeeping is the basis of accounting, it provides us with data to prepare your financial statements and for analysis.
It is important to highlight that the way transactions are recorded is crucial because done the right way, it can give us insights on the overall health of your business.
I work on your books not only to report back to your tax accountant, do your BAS (if applicable) and tick the compliance box or just to track your income and expenses, I project the numbers based on your marketing and business strategy, and run different possible scenarios to make sure the business is profitable.
I start from the bottom line up, from the money you want to earn, money that is worth your while and build from there.
We then track the results and compare them with the projections, provide answers for the differences and correct what need to be corrected and possibly scale what is working well.
Numbers can help us predict the business future, doing analysis helps us make sure that the future looks good and profitable.
DIY bookkeeping in a group environment under my professional guidance.
We take care of your numbers so you can go back and enjoy the bits you like doing in your business
Tell money where to go, including making a profit, instead of wondering where it went.
Hi! I’m Claudia, an entrepreneur just like you and I want to offer my help as a mindset and finance mentor to help you take control of your numbers and reach your financial goals. Accounting can be very interesting and easy to do once you set it up the right way.
After almost 20 years in management accounting and treasury positions and a Bachelor Degree in Accounting and a Master in Business Administration, I’m sure I can be a great asset for your business.
I work in conjunction with tax accountants and BAS agents to make sure we cover all bases of accounting but my main focus is making sure your cashflow remains positive, help you take a more proactive approach to your numbers and ensure your business makes the money to support the lifestyle you want to live.
Dave Ramsey