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What it is
Bookkeeping-level help with a not-for-profit’s reporting: tidy books, reconciliations, the board report, acquittals and the annual report. We’re not accountants, tax agents or BAS agents.
Reporting & financial support · From $495
Reporting and financial support for treasurers who inherited a mess
Tidying the books, grant acquittals, or a monthly board report your board can read in ten minutes.
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Who it’s for
Volunteer treasurers, groups with grant acquittals due, and boards who never get a report they can read.
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What we do
Tidy the books as far as they need it, set up reporting the next treasurer can follow, and help with acquittals.
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What you get
Numbers the board can discuss in ten minutes, acquittals that match what the funder asked for, and a file the next volunteer can pick up.
How it works
01 · Free discovery call
Thirty minutes by Zoom or phone. You tell us what’s going on, and we tell you whether we can help. If we can’t, we’ll say so.
02 · Check-Up, if useful
Optional. A $295 look at your files, then a Priority Plan. The $295 comes off the bill if you go ahead.
03 · A written quote
The quote reflects your size, your documents and your budget, and it comes before any work starts.
04 · The work
Short Word and PDF documents you can edit and keep using.
What’s in the work
- Clean-up of the books, as far as they need it
- A reporting setup the next treasurer can follow
- Grant acquittal support
- A simple monthly board report that makes sense
- Annual report writing, where that’s the job
What you walk away with
- Numbers the board can discuss in ten minutes
- Acquittals that match what the funder asked for
- A file the next volunteer can pick up
What sets the price
A board-report template and a tidy monthly pack sits near the floor. A full clean-up, acquittals and an annual report is quoted after we’ve seen the files.
From our notes
Further reading
A Treasurer handover checklist that doesn’t lose the year
A handover is where an association either stays on track or spends months rebuilding its history. A checklist for outgoing and incoming Treasurers.
What “compliance” means for a tiny association
For a small association, compliance mostly means following your own rules and lodging on time. The usual obligations, what to stop worrying about and a two-hour yearly check.
Common questions
Can you help with a treasurer handover?
Yes. A reporting setup the next treasurer can follow, and a file the next volunteer can pick up, are part of this work. Our note on treasurer handovers has a checklist to start with.
Can you help with a grant acquittal?
Yes. Grant acquittal support is part of this work, so the acquittal matches what the funder asked for and the records are on file for next time.
Are you accountants?
No. We’re not accountants, and we’re not registered as accountants, tax agents or BAS agents. We help with bookkeeping-level work: keeping the books tidy, reconciliations, reports for your board and funders, and grant acquittals. BAS lodgement, tax returns, tax advice and audits are for a registered tax or BAS agent, an accountant or an auditor. We can help get your records ready for them.
General information only. Check the reporting requirements that apply to your organisation and your funders.
Tell us what’s going on.
Send us a note through our contact form. If a call is the better next step, we’ll say so.