Professional Services

Sums and Solutions provides consulting services to the small to medium business. We provide solutions to your business so your processes are streamlined and we can advise on business improvement practises.

On Site Training
Set Up & Installation of MYOB, Xero and QB

Business is an ongoing and evolving process. When staff members leave or software is upgraded the original knowledge is depleted. New features in MYOB/Xero and QB can be underutilised due to lack of training and again costing a business time and money.

We will work with you and your team to ensure you are getting the most of your programs.

Accounting software is a specialised area and requires a specialised setup and knowledge.

Cloud Bookkeeping

Bookkeepers at Sums and Solutions are experts in cloud accounting software from Xero, MYOB and Quickbooks. The benefits of having access to streamlined up to date data are many. You can work from home and on the road with the added benefit of having your bookkeeper and accountant a click away.

Our bookkeepers can set you up with bank feeds and train your data to feed directly into the books. This alone can save up to 8 hours a month.

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Marketing, Social Media and Websites

Social media services are available to all our clients. We offer set up and maintenance packages for Facebook, Twitter and Instagram. Set up of basic website packages are also available.

Trained & Accredited

The Owner Director holds a Diploma in Business and a Cert IV in bookkeeping. Roslyn is a registered BAS Agent with the Tax Practitioners Board. She is a very experienced business women who is a director of another successful company Australian Sun Energy.

 

Our bookkeepers are Xero Certified Advisors and MYOB Certified Consultants who have been trained and accredited.

 

We can assist you select the right program, set up your file and train you and your staff on how to use. We  make things easier for you.

Management Support

Management reporting is vital to all businesses. Be confident that your reporting is accurate. We can assist in preparing P&L, Balance Sheets, Sales and Purchasing reports for management.

Accurate monthly reporting is vital so you can make informed decisions for your business.

Assistance with cash flow management and budget forecasts are available.

Sums and Solutions can supply support when you or your employees are on personal or annual leave to ensure your business continues to run smoothly.

Ongoing Support

We will supply you ongoing support. We can help - you just need to ask.