How do I know if I'm the right Bookkeeper for you?

How large is your business?

We specialise in providing personalised service to small business owners who need a timely response.  This is great for the small business operator who doesn't want the expense of employing someone on a permanent or part time basis.  Sorted don't take on larger businesses who would need us for more than a day a week.  We need to be available to our clients at all times and not consumed by one organisation.
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Do you have 1-10 employees?

Sorted are payroll specialists.  You can leave us to look after all of your payroll needs and feel sure that you are meeting your employment responsibilities.
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Are you registered for GST?

We are registered BAS Agents and are legally certified to prepare and lodge your Business Activity Statement on your behalf.  You'll never have to worry about BAS time again.
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Are you in the building and construction industry?

Sorted have many clients who are builders and tradies.  This gives us a deeper understanding of the problems you often face and allows us to be one step ahead.  We have a tired and true process for builders which help you keep a track of your costs by trade and by job at all times.  Its easy to see your profitability at any time.
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Do you need more than just a bookkeeper?

You're in luck! At Sorted, we provide a full support service that doesn't stop at bookkeeping.  If you need us to look after your administration as well, that's fine too.  We are helpful and accommodating and can handle any business requirement you have. From project management, writing correspondence, sorting out your insurances, setting up your stationery, logo design, web design... you name it.
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Do you like the way we do business?

Have a look below to see if you are happy with the way we do business.

Terms and Conditions

This document is a guide to establish and agree upon a working relationship.  Our full range of services is outlined in Our Responsibilities below.   

​Our responsibilities

Our services will primarily be performed by us at our office.  Meetings with you can take place at your office as required.
Following is a list of the services available through us. 

​Bookkeeping Services

  • Raising purchase orders and/or entering supplier invoices into accounting software.
  • Raising customer invoices.
  • Entering and/or verifying the entry of payments and receipts from bank.
  • Emailing / communicating any queries related to the accounts for the period.
  • Ensuring the correct integration of different business systems into the accounting record, (for example point-of-sales systems or add-on solutions).
  • Reconciliation and/or verification of the of all bank, loan and credit card accounts.
  • Reporting Balance Sheet, Profit and Loss, other reports as required
  • Reporting outstanding debtors and creditors (if applicable).
  • Chasing accounts receivable.
  • Paying accounts payable.  This will require a dedicated bank access authorisation for us. 

Payroll

  • Setup employees in payroll system
  • Prepare payroll weekly / fortnightly / monthly.
  • Monitor employee entitlements.
  • Lodge Tax File Number declarations.
  • Review, advise and lodge PAYG Withholding and Superannuation.
  • Reconcile End of Year wages.
  • Report, lodge and send employee payment summaries.
  • Roll over payroll year if applicable.

BAS Services

  • Review and report on monthly/quarterly BAS.
  • Email reports and declarations to you.
  • Lodgement of BAS upon receipt of authority from you.
  • Payment of BAS upon authority from you.
  • Yearly GST reconciliation and relevant BAS adjustments.

End of financial year

  • Review end of year reports.
  • Provide accountant with information as required for year end.
  • Liaise with the accountant as to any End of Year journals or adjustments.
  • Ensure essential and required business records are maintained and stored for the financial year.

Other services

  • Analysis and advice on Industry Award.
  • Provision of subscription of accounting software.
  • Consulting/Training of staff in accounting software
  • Other administrative work as required

Your responsibilities

Provision of information

You will provide us with access to your current software and systems to enable us to process the work.
You will provide access to the relevant business records as discussed.  This may include ongoing access to the Business Software, bank statements, credit card statements, cheque books, receipts/invoices, bank deposit book or relevant bank transfer information and answers to queries as required.

By law

You are responsible for the maintenance and accuracy of business records and availability of records either for our processing or for verification and provision to authorities if required.
We may request source documents for some items and process transactions based on the information provided by you, which does not necessarily include all source documents.
It is a requirement that you must hold copies of all relevant documentation in compliance with the ATO standards. 
It is a requirement by the ATO that ABNs of suppliers be checked at least once a year to ensure that they are valid.
All relevant documentation and information required to allow us to prepare and produce financial reporting to comply with legislative requirements must be received 14 days prior to due lodgement dates.  We will not be liable for any penalties if documentation and information has not been provided.
A separate signed authority must be provided to us if we are engaged in making payments on your behalf.
A separate specific authority form must be provided to us for each lodgement of documentation with the ATO; we will provide this form to you before each lodgement.
You authorise me to contact your tax agent via email and phone as required.

Terms of engagement

Service Fees

Our fees are $75 per hour excluding GST, plus a BAS Lodgement Fee of $120 per lodgement.
An invoice will be sent upon completion of work per calendar month.
Payment of that invoice is due upon receipt.
If payment is not made without prior arrangement by the due date, we may charge a 2% compound interest charge on balance of bill.
Telephone calls and travel time to and from meetings is charged at our hourly rate.
Any urgent work requiring overtime or weekends will be charged at double time.  The need to undertake such work will always be discussed with you and your authorisation gained before commencement.
We reserve the right to stop work if you fail to make payment when and as it falls due.
Any debts beyond 30 days (unless a prior payment arrangement has been entered into) will be referred to a debt collection agency and any costs associated in recovering such debts will be passed onto you.
We reserve the right to review fees for services rendered on a regular basis; any change in price will be notified in writing.
We shall discuss with you any intention to change the fee arrangement due to changes in the work required.

Payroll

Employing staff (including contractors) is a complex matter.  The employment laws in Australia are the most complex in the world.  If you employ staff, we will assist the business with all aspects of managing and administering the payments to all employees.  We will ensure payments are in accordance with FairWork requirements and will advise the business owners of any concerns or changes that may impact the business.  If the business is in breach of FairWork provisions, we will immediately notify you and discuss this. We note that we will not continue our engagement with you if the business continues to be in breach of the law after receiving our information and advice.

Responsibility for bookkeeping records

We use Xero software and Dropbox file storage, both of which are cloud-based programs that have solid backup protocols in place.  This means that documents are backed up offsite and security is extremely reliable.  You will have access to both of these programs so that you have full visibility of your accounts and information at all times.
This means that your responsibility for the maintenance of business records (which does rest with you), including security of those records and prevention against fraud, is taken care of. It is important to remember that you are personally responsible for the information contained in any statutory return and that you must retain all necessary supporting documentation to substantiate the transactions.  Supporting documentation that is scanned by you or us and kept in the cloud will not require hard-copy retention, however should you wish to maintain hard copy primary source documents, these will need to be retained by you.
We have discussed the need for you to scan source documents such as receipts and invoices, and make them available to us for data entry purposes into Xero.  That facility will be set up soon, and we can walk you through that process.  By your sending us electronic files of documentation, we are assuming that such records are accurate and correct. 
It is also important to state that as a BAS Agent/Bookkeeper, if we are advised in writing by yourself that you have copies of the invoices and the GST is applicable, we will process on the basis that you have the correct records.

Review of documenation

The responsibility for reviewing final reports and/or work rests with you.  You will not be charged to correct errors which are clearly our fault.

Communication

Please let us know of any change to your business details or change in personnel.

Confidentiality 

Any information and all matters connected with and relating to your business and its performance are confidential and we shall not disclose them to any other person/entity unless authorised to do so in writing. This includes the ATO and your accountant.

Ownership of the accounting software subscription

For new Xero subscriptions, we act as the agent for your subscription.  In the event that our agreement is terminated at any time, your subscription will be transferred to yourself or another party when all outstanding fees to us are paid.   

Lodgement of information with the ATO

We will always request authorisation to lodge your information with the ATO.  This is done through Adobe e-sign.  Failure to lodge on time can incur a fine and this will be your responsibility to pay if the authorisation has not been received by us.

Indemnity

You agree to us indemnify us for any loss that may result from third party claims arising from the provisions of the services. If there is a claim against us for loss, the loss will be proportionately reduced by the extent of your contribution to the loss.

Standards

We aim to provide the highest standard of professional service. If for any reason you feel you have not received the level of service expected or have an issue to raise, please contact myself to discuss how the problem may be resolved.
Furthermore, as a Member of the Institute for Certified Bookkeepers (ICB), I am subject to the ethical requirements of ICB and its investigations and disciplinary processes. These requirements cover issues such as Code of Conduct and ethics, adherence to bookkeeping standards, requirements to undertake continued professional education. Should there be an issue regarding the ethical or business practices of myself or my company, you may refer such matters to ICB. 

Utilisation of other workers

Employees or contractors may be utilised to help complete the agreed work as required.  The Institute of Certified Bookkeepers Code of Conduct binds all representatives of We’ll Get You Sorted, which is inclusive of confidentiality agreements as per the Terms of Engagement in this document.  We will never employ offshore workers.

Help is just a phone call away 
Call me now on ​0402 064 832

Paula Granelli can help your small business by providing bookkeeping services for small business







​PAULA GRANELLI
Proprietor We'll Get You Sorted
​Certified Xero Adviser
​Cert IV Accounting
Diploma of Accounting

How can I help you?​

I will not sell your information or annoy you with emails.
​Your information is PRIVATE!
Tell me a bit about yourself and your business:
  • How large is your business?
  • Are you just starting out or are you an 'old hand'?
  • Where are you located?
  • Do you hire staff or are you thinking about it?
  • What industry are you in?
  • ​How do you think we can help you?