Bookkeeping Case Studies

Faster & More Efficient ATO Reporting

Upgrade of Accounting Software & Systems

Case Study

Account Costs Reduced & Family Time Increased

Not enough time for Bookkeeping

Case Study

Systems Integrated & Confident Team Members

Bookkeeping Skills & Systems Upgrade

Case Study

Critical staff departs & business has limited written procedures

Seamless Transition to New Staff Member

Case Study

Upgrade of Accounting Software & Systems
Bizwize Case Study

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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The out of date accounting software was taking the owners away from getting results in their business.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.

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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

Bookkeeping Skills & Systems Upgrade
Bizwize Case Study

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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.

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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

Not Enough Time for Bookkeeping
Bizwize Case Study

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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.

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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

Critical staff member departs & business has limited written procedures
Bizwize Case Study

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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.
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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.

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