Sixty SMB clients. Six offshore bookkeepers to coordinate. BAS lodgements that can't be late. And the firm's PI insurer asking pointed questions about where client data lives.
"Hi Sam, thanks for sending those statements through. I've pulled the March bank rec, there are a couple of items I need a hand from you on. I'll send them through this afternoon, no rush back."
The role she fills: Bank-rec first-pass review, BAS preparation workpapers, offshore-team queue management, client-query triage across Xero, MYOB, and QBO.
Connected systems: Xero, MYOB AccountRight, QuickBooks Online, Karbon, Dext, Hubdoc, FYI Docs.
She reviews the thirty bank recs where twenty-eight are right and two have a subtle GST error. Coordinates the overnight queue from Manila. Every client file stays on Australian soil.
The first-pass reviewer your bookkeeping practice needs. Works the bank-rec queue, flags the GST errors, and keeps every client file on Australian soil.
