1. Initial Assessment.
We begin by understanding your business needs, reviewing current processes and identifying areas for improvement.
Assess current financial processes and workflows.
- Identify workflow gaps and inefficiencies.
- Define scope, frequency and deliverables.
- Customise solutions to meet goals.
2. Onboarding & Setup.
We ensure your financial data is organised, secure and aligned with streamlined workflows for seamless operations.
- Set up secure data management systems.
- Establish workflows and integrate with Xero.
- Align processes with your business needs.
- Ensure smooth integration with Ledgify services.
3. Ongoing Service Delivery.
We handle your day-to-day bookkeeping, resolve queries promptly and ensure compliance with regulatory standards.
- Manage transaction processing and reconciliations.
- Oversee AP/AR and routine financial tasks.
- Address queries through shared systems.
- Monitor compliance with ATO requirements.
4. Financial Reporting & Insights.
We provide tailored financial reports and strategic insights, helping you make informed decisions with confidence.
- Deliver monthly or quarterly standard reports.
- Provide tailored insights to support business goals.
- Offer visual dashboards for strategic decision-making.
- Schedule reviews to adapt services as needed.
5. Scalability and Flexibility.
Our adaptable services grow with your business, providing support and recommendations tailored to your evolving needs.
- Scale services as your business grows.
- Add support like payroll or advisory when needed.
- Enhance processes with proactive recommendations.
- Tailor solutions to match changing requirements.
The Ledgify Edge.
We go beyond traditional accounting to provide services that truly scale with you.
- Tailored solutions that scale with your business.
- Seamless integration with cutting-edge technology.
- Dedicated support team focused on your needs.
- Transparent pricing with no hidden fees.
- Proactively ensures ATO compliance and deadlines.
- Real-time reporting and actionable financial insights.
- Streamlined processes to save time and reduce errors.
- Flexible service options for businesses of all sizes.
- Comprehensive audit trails for full transparency.
Other Accountancy Agencies
- Offer one-size-fits-all packages with limited flexibility.
- Rely on outdated systems that slow down workflows.
- Provide generic support with no personalisation.
- Surprise clients with unexpected charges or extras.
- React to compliance issues after they arise.
- Deliver reports with delays and limited customisation.
- Depend on manual processes that are time-consuming.
- Lack scalability or services tailored to growing needs.
Leave gaps in documentation, risking audit challenges.
Get a personal consultation.
Office
Level 4, Tower 1, 459 Church Street, Richmond VIC 3121
Contact
Open Hours
Monday – Friday: 8am — 6pm
