Reporting

Stay compliant, Profit & Loss, Cash Flow & more … Need more Details to Run your business

Your Bookkeeping Angel will make sure you stay complaint. We can provide profit and loss from MYOB or Xero. If you need a more detail reports, we can do up ones to suit your budget, helping you to compare from last year to this year.

Quarterly Financial Reports

In this report, we make comparisons of this year to last year, this quarter to the same quarter last year and this month to last month. We include the COS and Expenses represented as a % of the Sales and the Balance Sheet.

You can also pass over a copy of this report to your Accountant so that they can see in a snapshot, where your business is at and to give a more in-depth analysis of the story behind the figures. This could help you plan for your EOY.

We recommend this for micro to small business owners, at a cost of $80 per report it’s affordable for any size business. (First two reports are free, for new clients)

Yearly Reports

We encourage our clients to think and behave like they are larger than they really are which has a flow-on effect of generating growth in their business.

Some business owners keep a lot of the financial information in their head and manage to run their business successfully for many years. This report helps them compare last year to this year. You can manage and strategies your business better.

The Yearly Reports include the Fitness Review which examines five KPI’s in the business:

  • Cash Flow
  • Sales
  • Gross Profit
  • Net Profit
  • Accounts Receivable and Accounts Payable
  • Collection Rate
  • Current Ratio

What Do Our Clients Think ?

Your bookkeeping angel has made the running of my business a lot smother as Sonya explains what she is doing and is very helpful with any problems I have and her fees are very reasonable Sonya lives up to her name “ANGEL”

Shari Simply Fresh Wholesale Produce
Shari

Sonya Jacobsen has been working with my company now for at least 8 years. In this time she has converted my business from chaos to unity and structure. Its so difficult to deal with international transactions when you’re a wholesaler doing imports, but Sonya was able to master this in just a few months. She has converted out entire bookkeeping structure to the latest MYOB and all on line. The thing I have noticed the most is actually getting my time back that I would usually spend trying to do accounts. I can now use this valuable time where my skills are best used talking to my customers getting sales. Sonya has literally changed my business and given me back my time to sell. She truly is “my bookkeeping angel”

Chris Bagnall Stage FX
Chris Bagnall

Your work has been organised, efficient and would highly recommend you to others.

 Elegant Bomboniere Team

Having already engaged Sonya from Your Bookkeeping Angel with our move to Xero and as a direct result of the seamless transition, complete backup support and level of service that we also took full advantage of the Gold Package bookkeeping serviced offered. The complete transition of our Company, business and new business ventures was made without issue and with the full support, service levels, experience, direct liaison with our accountant and personal hands on involvement by Sonya which has allowed us to focus on what we do best. If you are looking for a local, dedicated bookkeeper who has their clients best interest at the top of their priority list, is always available and willing to assist them I can not recommend Sonya and Your Bookkeeping Angel more highly – you will not be disappointed. In fact, ring me direct should you require further information.

Chris Pilat Cool Pool Care Pty Ltd
Chris Pilat

Sonya from your Bookkeeping Angel has been responsible for our bookkeeping and payroll for nearly two years now. Sonya’s knowledge and experience is demonstrated by her professional and pro attractive approach in these areas. This has given us time to work on the business and build for future growth which is invaluable to a small business like our selves Sonya’s knowledge and expertise with xero accounting system is amazing. I would recommend Your Bookkeeping Angel to any business wanting her diverse knowledge, Professionalism and friendly service

 North Lakes Platinum Electricians

Sonya has been our Bookkeeping Angel for over 6 years now. Not only is she quick, reliable and efficient; she is a great person to work with as well. She can gauge our requirements very easily and we are confident that there is nothing too hard for her to fix!

Silvia Striker ClinicalPRO
Silvia Striker

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Your Bookkeeping Angel has grown by word of mouth referrals from delighted clients and thankful accountants. Our clients are from all different industries, and size. We have a range from Not registered for GST (GNR) to clients earning over $2 million a year.