Bookkeeping Case Studies
Critical staff departs & business has limited written procedures
Seamless Transition to New Staff Member
Case Study
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The out of date accounting software was taking the owners away from getting results in their business.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!
Flick Realty has found Bizwize to be very efficient and knowledgeable regarding the account packages and bookkeeping services we require. The staff are friendly and
…
Flick Realty has found Bizwize to be very efficient and knowledgeable regarding the account packages and bookkeeping services we require.
The staff are friendly and willing to help with any questions when required.
A great company to feel comfortable with for all your accounting requirements.
The staff are friendly and willing to help with any questions when required.
A great company to feel comfortable with for all your accounting requirements.
Read more “Bizwize staff are friendly and willing to help with any questions“
Mike Wilding
“I thought I could do it all… keep up with paperwork & accounts but that was not the case!! So I called in help from
…
“I thought I could do it all… keep up with paperwork & accounts but that was not the case!!
So I called in help from Bizwize, with both Michelle & Laura’s help with the quarterly BAS & other bookkeeping has been amazing and it has freed up valuable time, enabling me to work on my business rather than in it.
I highly recommend you do the same!
So I called in help from Bizwize, with both Michelle & Laura’s help with the quarterly BAS & other bookkeeping has been amazing and it has freed up valuable time, enabling me to work on my business rather than in it.
I highly recommend you do the same!
Joanne
Winton Airconditioning
We use Bizwize for all our bookkeeping needs. We have been so happy we have referred others to theirRead more “We have been so happy we have referred others to their services“
Scott Thompson
I had been looking for a bookkeeper for a little while and then I met Laura and the team, I knew instantly that they would
…
I had been looking for a bookkeeper for a little while and then I met Laura and the team, I knew instantly that they would be my bookkeeper.
They are very professional, knowledgeable and have answered all my questions (sometimes stupid) – I would highly recommend them if you are looking for a Bookkeeper.
They are very professional, knowledgeable and have answered all my questions (sometimes stupid) – I would highly recommend them if you are looking for a Bookkeeper.
Read more “Bizwize are very professional, knowledgeable and have answered all my questions.“
Matt
Our bookkeeper, does an amazing job and I have referred them to other business owners I know, excellentRead more “Excellent service”
Kyle Preece
Michelle has gone above and beyond in helping us with the transition from Retail Manager to Lightspeed and then also from Myob to Xero. Having
…
Michelle has gone above and beyond in helping us with the transition from Retail Manager to Lightspeed and then also from Myob to Xero. Having had various system crashes with Retail Manager my task was an absolute nightmare, I couldn’t have done it without her. Would recommend 110%.
Chantal
We have been working with Laura and her team now for some 7 years. We have given the team a few curly tasks whereby the
…
We have been working with Laura and her team now for some 7 years. We have given the team a few curly tasks whereby the accounts needed to be fully reconstructed and reconciled.
They were able to do it with ease and get the client back on track. There has been many times this has occurred and the team are accommodating all the time.
They were able to do it with ease and get the client back on track. There has been many times this has occurred and the team are accommodating all the time.
Vic Letizia
The team at Bizwize Business Solutions have played a part in supporting our Perth based clients and have gifted many hours of time and expertise
…
The team at Bizwize Business Solutions have played a part in supporting our Perth based clients and have gifted many hours of time and expertise in helping clients with their bookkeeping needs. This may have been by running a workshop, one on one face to face mentoring or responding to general queries on the phone around their business and personal finances. The Bizwize staff have a clear understanding of the Many Rivers client base and structure their help in such a way to make the clients feel at ease and at a pace that the learning and information is absorbed. This often takes extra effort, time and patience which Bizwize generously provide.
Without supporters such as Bizwize, Many Rivers would not be able to offer professional expertise across a wide range of business disciplines. We are grateful for Bizwize’s ongoing support.
(Many Rivers helps people to start and grow their own small business. There is no cost to getting our support thanks to our generous partners)
Without supporters such as Bizwize, Many Rivers would not be able to offer professional expertise across a wide range of business disciplines. We are grateful for Bizwize’s ongoing support.
(Many Rivers helps people to start and grow their own small business. There is no cost to getting our support thanks to our generous partners)
Joy
We are very happy with Bizwize. We moved our accounts from MYOB to Xero and Michelle eased us through the transition. She gave us excellent
…
We are very happy with Bizwize.
We moved our accounts from MYOB to Xero and Michelle eased us through the transition.
She gave us excellent training and support and was always available to help with any issues that arose.
Michelle then helped us to incorporate Deputy into our payroll system with Xero streamlining the processes.
We find Michelle and her team very helpful and would highly recommend their services.
We moved our accounts from MYOB to Xero and Michelle eased us through the transition.
She gave us excellent training and support and was always available to help with any issues that arose.
Michelle then helped us to incorporate Deputy into our payroll system with Xero streamlining the processes.
We find Michelle and her team very helpful and would highly recommend their services.
Read more “Very helpful and would highly recommend their services“
Natalie Grubisa
Regal Plumbtec
We have had a very stress-free transition to Xero! Michelle has been fantastic to work with and I can’t recommend Bizwize highly enough for setup
…
We have had a very stress-free transition to Xero! Michelle has been fantastic to work with and I can’t recommend Bizwize highly enough for setup and training.
Lynley Ashley
Michelle and the team are great bookkeepers and alwaysRead more “Great bookkeepers“
Peter Zuccala
Laura, Michelle and the team at Bizwize are amazing! They are considered to be an addition to my business because they take care of my
…
Laura, Michelle and the team at Bizwize are amazing! They are considered to be an addition to my business because they take care of my finances (invoicing, payroll, BAS, superannuation, reporting etc) and I don’t need to worry, I can focus on what I do best. I don’t know what I would do without Bizwize in my corner. Please contact the team at Bizwize today and trust them with your books so you can focus on growing your business and taking care of your clients.
Adrian Robinson
Around July last year I visited the office of Bizwize to see how they operated as I needed to get my bookkeeping all done for
…
Around July last year I visited the office of Bizwize to see how they operated as I needed to get my bookkeeping all done for the financial year. Laura, explained everything in simple terms to me and laid out all the costs. Just as I was leaving, Laura queried if my existing bookkeeper had got me onto JobKeeper; the answer to this was NO. Laura went through what the requirements were and that I would be entitled to it.
Bizwize sorted out all the paperwork for JobKeeper (even was able to backdate a little), put me on to Xero and showed me how to use it as well as prepared my financial year end to hand over to my accountant. All of this was done professionally, efficiently and I could not be happier, hence the reason why I am still with them for all of my bookkeeping needs. If it hadn’t been for Laura and Bizwize, I am not sure I would still be in business. I would highly recommend their business and expertise to anyone.
Bizwize sorted out all the paperwork for JobKeeper (even was able to backdate a little), put me on to Xero and showed me how to use it as well as prepared my financial year end to hand over to my accountant. All of this was done professionally, efficiently and I could not be happier, hence the reason why I am still with them for all of my bookkeeping needs. If it hadn’t been for Laura and Bizwize, I am not sure I would still be in business. I would highly recommend their business and expertise to anyone.
Sharon E. Brown
Signature Scents Essential Oils
A group of knowledgeable friendly ladies, willing to answer and help with all areas of bookkeeping. What these ladies don’t know isn’t worthRead more “Willing to answer and help with all areas of bookkeeping“
Lesley Jennings,
Apple Financial Services
Michelle has been incredible from the outset and has done everything she can in order to comply with us as a company and help us
…
Michelle has been incredible from the outset and has done everything she can in order to comply with us as a company and help us bridge the trust again with an outside company helping us with our bookkeeping needs.
We were very hesitant to go to the ‘cloud’ for our bookkeeping package and Michelle answered all of the questions we had which helped us to understand what it actually meant and how it would work for us in our business. This means with Michelle’s skills and patience we were able to improve our efficiency on our debtor reporting and create better monthly reporting reconciliations, which means our production reports are more reliable and accurate.
Michelle is always on time, friendly, approachable, no task is too big or small to tackle kind of attitude which is wonderfully refreshing.
We were very hesitant to go to the ‘cloud’ for our bookkeeping package and Michelle answered all of the questions we had which helped us to understand what it actually meant and how it would work for us in our business. This means with Michelle’s skills and patience we were able to improve our efficiency on our debtor reporting and create better monthly reporting reconciliations, which means our production reports are more reliable and accurate.
Michelle is always on time, friendly, approachable, no task is too big or small to tackle kind of attitude which is wonderfully refreshing.
Read more “Michelle’s skills & patience helped to improve our efficiency“
Kellie Renton
INDEPENDENT ASSAY LABORATORIES
“I can’t recommend the diligent and caring service that the Bizwize team provides highly enough. The work they do to keep my business on the
…
“I can’t recommend the diligent and caring service that the Bizwize team provides highly enough. The work they do to keep my business on the road allows me to focus my energy on creating value for my customers.”
Bernadette
Bizwize are fantastic! I would highly recommend them to anyone looking for bookkeeping services and/or support to implement a new system. I got in touch
…
Bizwize are fantastic! I would highly recommend them to anyone looking for bookkeeping services and/or support to implement a new system.
I got in touch with Bizwize after another company left us in the lurch mid way through implementation of KeyPay. Michelle has been amazing, she got us through the implementation within a couple of weeks and we’re already seeing an efficiency dividend from that work.
I’ve particularly appreciated the way Michelle offers a range of support, for example she can show us how to implement (including sending us “how to” videos) or she can take over and do things for us.
Thanks for all your help Michelle!
I got in touch with Bizwize after another company left us in the lurch mid way through implementation of KeyPay. Michelle has been amazing, she got us through the implementation within a couple of weeks and we’re already seeing an efficiency dividend from that work.
I’ve particularly appreciated the way Michelle offers a range of support, for example she can show us how to implement (including sending us “how to” videos) or she can take over and do things for us.
Thanks for all your help Michelle!
Luke Rowe
Five star rating for my friends at Bizwize! Bizwize have been doing my accounts for the past 2 years and I couldn’t be happier. My
…
Five star rating for my friends at Bizwize! Bizwize have been doing my accounts for the past 2 years and I couldn’t be happier.
My books are completed professionally and efficiently, and I can’t recommend them highly enough.
My books are completed professionally and efficiently, and I can’t recommend them highly enough.
Margaret Heaton
Mini Care Mates
Michelle is incredibly bubbly and energetic! Makes bookkeeping aRead more “Makes bookkeeping a breeze“
Angad Singh
Laura at Bizwize came in when we were really struggling after having one bad bookkeeper after another. Laura went over everything that we needed and
…
Laura at Bizwize came in when we were really struggling after having one bad bookkeeper after another.
Laura went over everything that we needed and then she appointed two women regular hours (three times a week) to best suit our business. Since Bizwize has come onboard I can safely say we are being looked after and nothing is getting swept under the rug.
Not only are the accounts side of things up to date but our appointed admin person also helps me with whatever I need. She was quick to learn our specific software system and takes over when I request leave which is extremely helpful and an asset to this company.
Bizwize has also implemented new and helpful systems such as remote account access so on the two days a week that they are not here if something is urgently needed this can be done off-site in a timely matter.
We are extremely happy with Bizwize and would highly recommend.
Laura went over everything that we needed and then she appointed two women regular hours (three times a week) to best suit our business. Since Bizwize has come onboard I can safely say we are being looked after and nothing is getting swept under the rug.
Not only are the accounts side of things up to date but our appointed admin person also helps me with whatever I need. She was quick to learn our specific software system and takes over when I request leave which is extremely helpful and an asset to this company.
Bizwize has also implemented new and helpful systems such as remote account access so on the two days a week that they are not here if something is urgently needed this can be done off-site in a timely matter.
We are extremely happy with Bizwize and would highly recommend.
Read more “Our Bizwize bookkeeper is extremely helpful and an asset to this company.“
Samantha
We have found Sarah to be an exceptional operator. Our systems were a mess when we engaged her and she took on the challenge with
…
We have found Sarah to be an exceptional operator. Our systems were a mess when we engaged her and she took on the challenge with determination and a smile!
She has helped us develop systems to make our and her job easier, communicates regularly, clearly and concisely, and follows things up persistently with tact and direction. She has sought to understand our business operations and is, therefore, able to use initiative in making decisions, problem-solving and giving us the best options.
Sarah not only has excellent skills in the finances/bookkeeping area but has the people skills to communicate exceptionally well and make her such a pleasure to have on the team professionally and personally.
She has helped us develop systems to make our and her job easier, communicates regularly, clearly and concisely, and follows things up persistently with tact and direction. She has sought to understand our business operations and is, therefore, able to use initiative in making decisions, problem-solving and giving us the best options.
Sarah not only has excellent skills in the finances/bookkeeping area but has the people skills to communicate exceptionally well and make her such a pleasure to have on the team professionally and personally.
Read more “Pleasure to have on the team professionally and personally“
Blythe Calnan
Runnymede Farm
Michelle and her team are the best bookkeepers ever! Very professional and exceptional attention to detail. Thank youRead more “ Best bookkeepers ever “
Dr David Plichta
The Reef Dental Centre
Complimentary Coffee & Consultation
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!
We have found Sarah to be an exceptional operator. Our systems were a mess when we engaged her and she took on the challenge with
…
We have found Sarah to be an exceptional operator. Our systems were a mess when we engaged her and she took on the challenge with determination and a smile!
She has helped us develop systems to make our and her job easier, communicates regularly, clearly and concisely, and follows things up persistently with tact and direction. She has sought to understand our business operations and is, therefore, able to use initiative in making decisions, problem-solving and giving us the best options.
Sarah not only has excellent skills in the finances/bookkeeping area but has the people skills to communicate exceptionally well and make her such a pleasure to have on the team professionally and personally.
She has helped us develop systems to make our and her job easier, communicates regularly, clearly and concisely, and follows things up persistently with tact and direction. She has sought to understand our business operations and is, therefore, able to use initiative in making decisions, problem-solving and giving us the best options.
Sarah not only has excellent skills in the finances/bookkeeping area but has the people skills to communicate exceptionally well and make her such a pleasure to have on the team professionally and personally.
Read more “Pleasure to have on the team professionally and personally“
Blythe Calnan
Runnymede Farm
Five star rating for my friends at Bizwize! Bizwize have been doing my accounts for the past 2 years and I couldn’t be happier. My
…
Five star rating for my friends at Bizwize! Bizwize have been doing my accounts for the past 2 years and I couldn’t be happier.
My books are completed professionally and efficiently, and I can’t recommend them highly enough.
My books are completed professionally and efficiently, and I can’t recommend them highly enough.
Margaret Heaton
Mini Care Mates
Flick Realty has found Bizwize to be very efficient and knowledgeable regarding the account packages and bookkeeping services we require. The staff are friendly and
…
Flick Realty has found Bizwize to be very efficient and knowledgeable regarding the account packages and bookkeeping services we require.
The staff are friendly and willing to help with any questions when required.
A great company to feel comfortable with for all your accounting requirements.
The staff are friendly and willing to help with any questions when required.
A great company to feel comfortable with for all your accounting requirements.
Read more “Bizwize staff are friendly and willing to help with any questions“
Mike Wilding
We have been working with Laura and her team now for some 7 years. We have given the team a few curly tasks whereby the
…
We have been working with Laura and her team now for some 7 years. We have given the team a few curly tasks whereby the accounts needed to be fully reconstructed and reconciled.
They were able to do it with ease and get the client back on track. There has been many times this has occurred and the team are accommodating all the time.
They were able to do it with ease and get the client back on track. There has been many times this has occurred and the team are accommodating all the time.
Vic Letizia
We use Bizwize for all our bookkeeping needs. We have been so happy we have referred others to theirRead more “We have been so happy we have referred others to their services“
Scott Thompson
“I thought I could do it all… keep up with paperwork & accounts but that was not the case!! So I called in help from
…
“I thought I could do it all… keep up with paperwork & accounts but that was not the case!!
So I called in help from Bizwize, with both Michelle & Laura’s help with the quarterly BAS & other bookkeeping has been amazing and it has freed up valuable time, enabling me to work on my business rather than in it.
I highly recommend you do the same!
So I called in help from Bizwize, with both Michelle & Laura’s help with the quarterly BAS & other bookkeeping has been amazing and it has freed up valuable time, enabling me to work on my business rather than in it.
I highly recommend you do the same!
Joanne
Winton Airconditioning
Michelle and the team are great bookkeepers and alwaysRead more “Great bookkeepers“
Peter Zuccala
Michelle is incredibly bubbly and energetic! Makes bookkeeping aRead more “Makes bookkeeping a breeze“
Angad Singh
The team at Bizwize Business Solutions have played a part in supporting our Perth based clients and have gifted many hours of time and expertise
…
The team at Bizwize Business Solutions have played a part in supporting our Perth based clients and have gifted many hours of time and expertise in helping clients with their bookkeeping needs. This may have been by running a workshop, one on one face to face mentoring or responding to general queries on the phone around their business and personal finances. The Bizwize staff have a clear understanding of the Many Rivers client base and structure their help in such a way to make the clients feel at ease and at a pace that the learning and information is absorbed. This often takes extra effort, time and patience which Bizwize generously provide.
Without supporters such as Bizwize, Many Rivers would not be able to offer professional expertise across a wide range of business disciplines. We are grateful for Bizwize’s ongoing support.
(Many Rivers helps people to start and grow their own small business. There is no cost to getting our support thanks to our generous partners)
Without supporters such as Bizwize, Many Rivers would not be able to offer professional expertise across a wide range of business disciplines. We are grateful for Bizwize’s ongoing support.
(Many Rivers helps people to start and grow their own small business. There is no cost to getting our support thanks to our generous partners)
Joy
Michelle and her team are the best bookkeepers ever! Very professional and exceptional attention to detail. Thank youRead more “ Best bookkeepers ever “
Dr David Plichta
The Reef Dental Centre
I had been looking for a bookkeeper for a little while and then I met Laura and the team, I knew instantly that they would
…
I had been looking for a bookkeeper for a little while and then I met Laura and the team, I knew instantly that they would be my bookkeeper.
They are very professional, knowledgeable and have answered all my questions (sometimes stupid) – I would highly recommend them if you are looking for a Bookkeeper.
They are very professional, knowledgeable and have answered all my questions (sometimes stupid) – I would highly recommend them if you are looking for a Bookkeeper.
Read more “Bizwize are very professional, knowledgeable and have answered all my questions.“
Matt
Michelle has gone above and beyond in helping us with the transition from Retail Manager to Lightspeed and then also from Myob to Xero. Having
…
Michelle has gone above and beyond in helping us with the transition from Retail Manager to Lightspeed and then also from Myob to Xero. Having had various system crashes with Retail Manager my task was an absolute nightmare, I couldn’t have done it without her. Would recommend 110%.
Chantal
Around July last year I visited the office of Bizwize to see how they operated as I needed to get my bookkeeping all done for
…
Around July last year I visited the office of Bizwize to see how they operated as I needed to get my bookkeeping all done for the financial year. Laura, explained everything in simple terms to me and laid out all the costs. Just as I was leaving, Laura queried if my existing bookkeeper had got me onto JobKeeper; the answer to this was NO. Laura went through what the requirements were and that I would be entitled to it.
Bizwize sorted out all the paperwork for JobKeeper (even was able to backdate a little), put me on to Xero and showed me how to use it as well as prepared my financial year end to hand over to my accountant. All of this was done professionally, efficiently and I could not be happier, hence the reason why I am still with them for all of my bookkeeping needs. If it hadn’t been for Laura and Bizwize, I am not sure I would still be in business. I would highly recommend their business and expertise to anyone.
Bizwize sorted out all the paperwork for JobKeeper (even was able to backdate a little), put me on to Xero and showed me how to use it as well as prepared my financial year end to hand over to my accountant. All of this was done professionally, efficiently and I could not be happier, hence the reason why I am still with them for all of my bookkeeping needs. If it hadn’t been for Laura and Bizwize, I am not sure I would still be in business. I would highly recommend their business and expertise to anyone.
Sharon E. Brown
Signature Scents Essential Oils
We have had a very stress-free transition to Xero! Michelle has been fantastic to work with and I can’t recommend Bizwize highly enough for setup
…
We have had a very stress-free transition to Xero! Michelle has been fantastic to work with and I can’t recommend Bizwize highly enough for setup and training.
Lynley Ashley
Michelle has been incredible from the outset and has done everything she can in order to comply with us as a company and help us
…
Michelle has been incredible from the outset and has done everything she can in order to comply with us as a company and help us bridge the trust again with an outside company helping us with our bookkeeping needs.
We were very hesitant to go to the ‘cloud’ for our bookkeeping package and Michelle answered all of the questions we had which helped us to understand what it actually meant and how it would work for us in our business. This means with Michelle’s skills and patience we were able to improve our efficiency on our debtor reporting and create better monthly reporting reconciliations, which means our production reports are more reliable and accurate.
Michelle is always on time, friendly, approachable, no task is too big or small to tackle kind of attitude which is wonderfully refreshing.
We were very hesitant to go to the ‘cloud’ for our bookkeeping package and Michelle answered all of the questions we had which helped us to understand what it actually meant and how it would work for us in our business. This means with Michelle’s skills and patience we were able to improve our efficiency on our debtor reporting and create better monthly reporting reconciliations, which means our production reports are more reliable and accurate.
Michelle is always on time, friendly, approachable, no task is too big or small to tackle kind of attitude which is wonderfully refreshing.
Read more “Michelle’s skills & patience helped to improve our efficiency“
Kellie Renton
INDEPENDENT ASSAY LABORATORIES
Bizwize are fantastic! I would highly recommend them to anyone looking for bookkeeping services and/or support to implement a new system. I got in touch
…
Bizwize are fantastic! I would highly recommend them to anyone looking for bookkeeping services and/or support to implement a new system.
I got in touch with Bizwize after another company left us in the lurch mid way through implementation of KeyPay. Michelle has been amazing, she got us through the implementation within a couple of weeks and we’re already seeing an efficiency dividend from that work.
I’ve particularly appreciated the way Michelle offers a range of support, for example she can show us how to implement (including sending us “how to” videos) or she can take over and do things for us.
Thanks for all your help Michelle!
I got in touch with Bizwize after another company left us in the lurch mid way through implementation of KeyPay. Michelle has been amazing, she got us through the implementation within a couple of weeks and we’re already seeing an efficiency dividend from that work.
I’ve particularly appreciated the way Michelle offers a range of support, for example she can show us how to implement (including sending us “how to” videos) or she can take over and do things for us.
Thanks for all your help Michelle!
Luke Rowe
“I can’t recommend the diligent and caring service that the Bizwize team provides highly enough. The work they do to keep my business on the
…
“I can’t recommend the diligent and caring service that the Bizwize team provides highly enough. The work they do to keep my business on the road allows me to focus my energy on creating value for my customers.”
Bernadette
Laura at Bizwize came in when we were really struggling after having one bad bookkeeper after another. Laura went over everything that we needed and
…
Laura at Bizwize came in when we were really struggling after having one bad bookkeeper after another.
Laura went over everything that we needed and then she appointed two women regular hours (three times a week) to best suit our business. Since Bizwize has come onboard I can safely say we are being looked after and nothing is getting swept under the rug.
Not only are the accounts side of things up to date but our appointed admin person also helps me with whatever I need. She was quick to learn our specific software system and takes over when I request leave which is extremely helpful and an asset to this company.
Bizwize has also implemented new and helpful systems such as remote account access so on the two days a week that they are not here if something is urgently needed this can be done off-site in a timely matter.
We are extremely happy with Bizwize and would highly recommend.
Laura went over everything that we needed and then she appointed two women regular hours (three times a week) to best suit our business. Since Bizwize has come onboard I can safely say we are being looked after and nothing is getting swept under the rug.
Not only are the accounts side of things up to date but our appointed admin person also helps me with whatever I need. She was quick to learn our specific software system and takes over when I request leave which is extremely helpful and an asset to this company.
Bizwize has also implemented new and helpful systems such as remote account access so on the two days a week that they are not here if something is urgently needed this can be done off-site in a timely matter.
We are extremely happy with Bizwize and would highly recommend.
Read more “Our Bizwize bookkeeper is extremely helpful and an asset to this company.“
Samantha
A group of knowledgeable friendly ladies, willing to answer and help with all areas of bookkeeping. What these ladies don’t know isn’t worthRead more “Willing to answer and help with all areas of bookkeeping“
Lesley Jennings,
Apple Financial Services
We are very happy with Bizwize. We moved our accounts from MYOB to Xero and Michelle eased us through the transition. She gave us excellent
…
We are very happy with Bizwize.
We moved our accounts from MYOB to Xero and Michelle eased us through the transition.
She gave us excellent training and support and was always available to help with any issues that arose.
Michelle then helped us to incorporate Deputy into our payroll system with Xero streamlining the processes.
We find Michelle and her team very helpful and would highly recommend their services.
We moved our accounts from MYOB to Xero and Michelle eased us through the transition.
She gave us excellent training and support and was always available to help with any issues that arose.
Michelle then helped us to incorporate Deputy into our payroll system with Xero streamlining the processes.
We find Michelle and her team very helpful and would highly recommend their services.
Read more “Very helpful and would highly recommend their services“
Natalie Grubisa
Regal Plumbtec
Laura, Michelle and the team at Bizwize are amazing! They are considered to be an addition to my business because they take care of my
…
Laura, Michelle and the team at Bizwize are amazing! They are considered to be an addition to my business because they take care of my finances (invoicing, payroll, BAS, superannuation, reporting etc) and I don’t need to worry, I can focus on what I do best. I don’t know what I would do without Bizwize in my corner. Please contact the team at Bizwize today and trust them with your books so you can focus on growing your business and taking care of your clients.
Adrian Robinson
Our bookkeeper, does an amazing job and I have referred them to other business owners I know, excellentRead more “Excellent service”
Kyle Preece
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!
A group of knowledgeable friendly ladies, willing to answer and help with all areas of bookkeeping. What these ladies don’t know isn’t worthRead more “Willing to answer and help with all areas of bookkeeping“
Lesley Jennings,
Apple Financial Services
We use Bizwize for all our bookkeeping needs. We have been so happy we have referred others to theirRead more “We have been so happy we have referred others to their services“
Scott Thompson
We are very happy with Bizwize. We moved our accounts from MYOB to Xero and Michelle eased us through the transition. She gave us excellent
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We are very happy with Bizwize.
We moved our accounts from MYOB to Xero and Michelle eased us through the transition.
She gave us excellent training and support and was always available to help with any issues that arose.
Michelle then helped us to incorporate Deputy into our payroll system with Xero streamlining the processes.
We find Michelle and her team very helpful and would highly recommend their services.
We moved our accounts from MYOB to Xero and Michelle eased us through the transition.
She gave us excellent training and support and was always available to help with any issues that arose.
Michelle then helped us to incorporate Deputy into our payroll system with Xero streamlining the processes.
We find Michelle and her team very helpful and would highly recommend their services.
Read more “Very helpful and would highly recommend their services“
Natalie Grubisa
Regal Plumbtec
Laura, Michelle and the team at Bizwize are amazing! They are considered to be an addition to my business because they take care of my
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Laura, Michelle and the team at Bizwize are amazing! They are considered to be an addition to my business because they take care of my finances (invoicing, payroll, BAS, superannuation, reporting etc) and I don’t need to worry, I can focus on what I do best. I don’t know what I would do without Bizwize in my corner. Please contact the team at Bizwize today and trust them with your books so you can focus on growing your business and taking care of your clients.
Adrian Robinson
I had been looking for a bookkeeper for a little while and then I met Laura and the team, I knew instantly that they would
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I had been looking for a bookkeeper for a little while and then I met Laura and the team, I knew instantly that they would be my bookkeeper.
They are very professional, knowledgeable and have answered all my questions (sometimes stupid) – I would highly recommend them if you are looking for a Bookkeeper.
They are very professional, knowledgeable and have answered all my questions (sometimes stupid) – I would highly recommend them if you are looking for a Bookkeeper.
Read more “Bizwize are very professional, knowledgeable and have answered all my questions.“
Matt
Michelle and her team are the best bookkeepers ever! Very professional and exceptional attention to detail. Thank youRead more “ Best bookkeepers ever “
Dr David Plichta
The Reef Dental Centre
Michelle has been incredible from the outset and has done everything she can in order to comply with us as a company and help us
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Michelle has been incredible from the outset and has done everything she can in order to comply with us as a company and help us bridge the trust again with an outside company helping us with our bookkeeping needs.
We were very hesitant to go to the ‘cloud’ for our bookkeeping package and Michelle answered all of the questions we had which helped us to understand what it actually meant and how it would work for us in our business. This means with Michelle’s skills and patience we were able to improve our efficiency on our debtor reporting and create better monthly reporting reconciliations, which means our production reports are more reliable and accurate.
Michelle is always on time, friendly, approachable, no task is too big or small to tackle kind of attitude which is wonderfully refreshing.
We were very hesitant to go to the ‘cloud’ for our bookkeeping package and Michelle answered all of the questions we had which helped us to understand what it actually meant and how it would work for us in our business. This means with Michelle’s skills and patience we were able to improve our efficiency on our debtor reporting and create better monthly reporting reconciliations, which means our production reports are more reliable and accurate.
Michelle is always on time, friendly, approachable, no task is too big or small to tackle kind of attitude which is wonderfully refreshing.
Read more “Michelle’s skills & patience helped to improve our efficiency“
Kellie Renton
INDEPENDENT ASSAY LABORATORIES
We have had a very stress-free transition to Xero! Michelle has been fantastic to work with and I can’t recommend Bizwize highly enough for setup
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We have had a very stress-free transition to Xero! Michelle has been fantastic to work with and I can’t recommend Bizwize highly enough for setup and training.
Lynley Ashley
“I can’t recommend the diligent and caring service that the Bizwize team provides highly enough. The work they do to keep my business on the
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“I can’t recommend the diligent and caring service that the Bizwize team provides highly enough. The work they do to keep my business on the road allows me to focus my energy on creating value for my customers.”
Bernadette
Five star rating for my friends at Bizwize! Bizwize have been doing my accounts for the past 2 years and I couldn’t be happier. My
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Five star rating for my friends at Bizwize! Bizwize have been doing my accounts for the past 2 years and I couldn’t be happier.
My books are completed professionally and efficiently, and I can’t recommend them highly enough.
My books are completed professionally and efficiently, and I can’t recommend them highly enough.
Margaret Heaton
Mini Care Mates
Bizwize are fantastic! I would highly recommend them to anyone looking for bookkeeping services and/or support to implement a new system. I got in touch
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Bizwize are fantastic! I would highly recommend them to anyone looking for bookkeeping services and/or support to implement a new system.
I got in touch with Bizwize after another company left us in the lurch mid way through implementation of KeyPay. Michelle has been amazing, she got us through the implementation within a couple of weeks and we’re already seeing an efficiency dividend from that work.
I’ve particularly appreciated the way Michelle offers a range of support, for example she can show us how to implement (including sending us “how to” videos) or she can take over and do things for us.
Thanks for all your help Michelle!
I got in touch with Bizwize after another company left us in the lurch mid way through implementation of KeyPay. Michelle has been amazing, she got us through the implementation within a couple of weeks and we’re already seeing an efficiency dividend from that work.
I’ve particularly appreciated the way Michelle offers a range of support, for example she can show us how to implement (including sending us “how to” videos) or she can take over and do things for us.
Thanks for all your help Michelle!
Luke Rowe
Michelle and the team are great bookkeepers and alwaysRead more “Great bookkeepers“
Peter Zuccala
Around July last year I visited the office of Bizwize to see how they operated as I needed to get my bookkeeping all done for
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Around July last year I visited the office of Bizwize to see how they operated as I needed to get my bookkeeping all done for the financial year. Laura, explained everything in simple terms to me and laid out all the costs. Just as I was leaving, Laura queried if my existing bookkeeper had got me onto JobKeeper; the answer to this was NO. Laura went through what the requirements were and that I would be entitled to it.
Bizwize sorted out all the paperwork for JobKeeper (even was able to backdate a little), put me on to Xero and showed me how to use it as well as prepared my financial year end to hand over to my accountant. All of this was done professionally, efficiently and I could not be happier, hence the reason why I am still with them for all of my bookkeeping needs. If it hadn’t been for Laura and Bizwize, I am not sure I would still be in business. I would highly recommend their business and expertise to anyone.
Bizwize sorted out all the paperwork for JobKeeper (even was able to backdate a little), put me on to Xero and showed me how to use it as well as prepared my financial year end to hand over to my accountant. All of this was done professionally, efficiently and I could not be happier, hence the reason why I am still with them for all of my bookkeeping needs. If it hadn’t been for Laura and Bizwize, I am not sure I would still be in business. I would highly recommend their business and expertise to anyone.
Sharon E. Brown
Signature Scents Essential Oils
“I thought I could do it all… keep up with paperwork & accounts but that was not the case!! So I called in help from
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“I thought I could do it all… keep up with paperwork & accounts but that was not the case!!
So I called in help from Bizwize, with both Michelle & Laura’s help with the quarterly BAS & other bookkeeping has been amazing and it has freed up valuable time, enabling me to work on my business rather than in it.
I highly recommend you do the same!
So I called in help from Bizwize, with both Michelle & Laura’s help with the quarterly BAS & other bookkeeping has been amazing and it has freed up valuable time, enabling me to work on my business rather than in it.
I highly recommend you do the same!
Joanne
Winton Airconditioning
We have found Sarah to be an exceptional operator. Our systems were a mess when we engaged her and she took on the challenge with
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We have found Sarah to be an exceptional operator. Our systems were a mess when we engaged her and she took on the challenge with determination and a smile!
She has helped us develop systems to make our and her job easier, communicates regularly, clearly and concisely, and follows things up persistently with tact and direction. She has sought to understand our business operations and is, therefore, able to use initiative in making decisions, problem-solving and giving us the best options.
Sarah not only has excellent skills in the finances/bookkeeping area but has the people skills to communicate exceptionally well and make her such a pleasure to have on the team professionally and personally.
She has helped us develop systems to make our and her job easier, communicates regularly, clearly and concisely, and follows things up persistently with tact and direction. She has sought to understand our business operations and is, therefore, able to use initiative in making decisions, problem-solving and giving us the best options.
Sarah not only has excellent skills in the finances/bookkeeping area but has the people skills to communicate exceptionally well and make her such a pleasure to have on the team professionally and personally.
Read more “Pleasure to have on the team professionally and personally“
Blythe Calnan
Runnymede Farm
Laura at Bizwize came in when we were really struggling after having one bad bookkeeper after another. Laura went over everything that we needed and
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Laura at Bizwize came in when we were really struggling after having one bad bookkeeper after another.
Laura went over everything that we needed and then she appointed two women regular hours (three times a week) to best suit our business. Since Bizwize has come onboard I can safely say we are being looked after and nothing is getting swept under the rug.
Not only are the accounts side of things up to date but our appointed admin person also helps me with whatever I need. She was quick to learn our specific software system and takes over when I request leave which is extremely helpful and an asset to this company.
Bizwize has also implemented new and helpful systems such as remote account access so on the two days a week that they are not here if something is urgently needed this can be done off-site in a timely matter.
We are extremely happy with Bizwize and would highly recommend.
Laura went over everything that we needed and then she appointed two women regular hours (three times a week) to best suit our business. Since Bizwize has come onboard I can safely say we are being looked after and nothing is getting swept under the rug.
Not only are the accounts side of things up to date but our appointed admin person also helps me with whatever I need. She was quick to learn our specific software system and takes over when I request leave which is extremely helpful and an asset to this company.
Bizwize has also implemented new and helpful systems such as remote account access so on the two days a week that they are not here if something is urgently needed this can be done off-site in a timely matter.
We are extremely happy with Bizwize and would highly recommend.
Read more “Our Bizwize bookkeeper is extremely helpful and an asset to this company.“
Samantha
Michelle is incredibly bubbly and energetic! Makes bookkeeping aRead more “Makes bookkeeping a breeze“
Angad Singh
Our bookkeeper, does an amazing job and I have referred them to other business owners I know, excellentRead more “Excellent service”
Kyle Preece
Flick Realty has found Bizwize to be very efficient and knowledgeable regarding the account packages and bookkeeping services we require. The staff are friendly and
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Flick Realty has found Bizwize to be very efficient and knowledgeable regarding the account packages and bookkeeping services we require.
The staff are friendly and willing to help with any questions when required.
A great company to feel comfortable with for all your accounting requirements.
The staff are friendly and willing to help with any questions when required.
A great company to feel comfortable with for all your accounting requirements.
Read more “Bizwize staff are friendly and willing to help with any questions“
Mike Wilding
The team at Bizwize Business Solutions have played a part in supporting our Perth based clients and have gifted many hours of time and expertise
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The team at Bizwize Business Solutions have played a part in supporting our Perth based clients and have gifted many hours of time and expertise in helping clients with their bookkeeping needs. This may have been by running a workshop, one on one face to face mentoring or responding to general queries on the phone around their business and personal finances. The Bizwize staff have a clear understanding of the Many Rivers client base and structure their help in such a way to make the clients feel at ease and at a pace that the learning and information is absorbed. This often takes extra effort, time and patience which Bizwize generously provide.
Without supporters such as Bizwize, Many Rivers would not be able to offer professional expertise across a wide range of business disciplines. We are grateful for Bizwize’s ongoing support.
(Many Rivers helps people to start and grow their own small business. There is no cost to getting our support thanks to our generous partners)
Without supporters such as Bizwize, Many Rivers would not be able to offer professional expertise across a wide range of business disciplines. We are grateful for Bizwize’s ongoing support.
(Many Rivers helps people to start and grow their own small business. There is no cost to getting our support thanks to our generous partners)
Joy
Michelle has gone above and beyond in helping us with the transition from Retail Manager to Lightspeed and then also from Myob to Xero. Having
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Michelle has gone above and beyond in helping us with the transition from Retail Manager to Lightspeed and then also from Myob to Xero. Having had various system crashes with Retail Manager my task was an absolute nightmare, I couldn’t have done it without her. Would recommend 110%.
Chantal
We have been working with Laura and her team now for some 7 years. We have given the team a few curly tasks whereby the
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We have been working with Laura and her team now for some 7 years. We have given the team a few curly tasks whereby the accounts needed to be fully reconstructed and reconciled.
They were able to do it with ease and get the client back on track. There has been many times this has occurred and the team are accommodating all the time.
They were able to do it with ease and get the client back on track. There has been many times this has occurred and the team are accommodating all the time.
Vic Letizia
Critical staff member departs & business has limited written procedures
Bizwize Case Study
The Situation and Clients Pain
A prominent Perth Air Conditioning maintenance & repair business contacted Bizwize as their long-term bookkeeper & administrator had just left at short notice, leaving no time for a handover of accounts and accounting processes.
Recently transitioned from MYOB to Xero they were still learning how to use their new accounting software. Combined with the realisation that a lot of their processes were not written down and they had relied heavily on the departed team members knowledge.
They realised they needed someone to not only cover their bookkeeping and administrative duties, but they would also benefit from a full accounting procedure review.
The Solution
Bizwize took over all bookkeeping and administrative tasks while conducting a detailed review of their Xero file and processes.
Updated procedures were implemented so everything was ready and organised before the arrival of their new team member.
Bizwize fine tuned their procedures to better suit their needs for
- appointment booking procedures
- supplier payments
- job tracking
- payroll procedures
- and assisted in the move to becoming a paperless office.
Bizwize created a comprehensive procedure manual to assist with consistency in their processing and to be used as an easy reference for all staff members, especially for when someone in the team needs assistance.
The Results and Clients Achievements
The client could was able to take the time to interview and train their new team member for a seamless transition with Bizwize providing ongoing support as needed.
The pressure was completely removed as their supplier payments, MyLeave, IAS, superannuation, payroll, processing and administration were completely covered and they had the peace of mind knowing everything was being completed in line with their business requirements and all of their lodgement obligations were completed with compliance and up to date.
They also had the support provided for their new team member to ensure everything was continued in the same methods with a schedule created for all their lodgement requirements.
The clients updated procedures save them time and have reduced the risk of errors.
Free Coffee & Chat
Contact us today for a free chat about your administrative or bookkeeping requirements.