How We Help
Moxie: guts, heart, and the courage to back yourself - and what you should expect from the people who look after your numbers.
A clear path from wherever you're starting
START HERE
Discovery & Needs Analysis
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A relaxed 15-minute needs analysis to learn about your business, what's working well, what's prompted you to reach out, and where you'd like to get to. It gives us both a straight read on how we can help and what makes sense as a next step.
FIND CLARITY
Accounting File Health Check
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Where does your accounting file stand?
A clear, honest picture of what's working and what needs attention
A traffic-light scorecard so priorities are obvious at a glance
Specific quick wins you can act on yourself straight away
A clear starting point so next steps are obvious
Confidence that nothing important has been overlooked
Purely a review - nothing in your accounting file is touched.
$149 inc GST
STRONG FOUNDATIONS
Project Work
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Get your accounting file sorted
A fully reconciled file so your numbers actually reflect the business
Compliance issues identified and resolved before they compound
Correct coding and account structure so reporting means something
Historical issues untangled, as far back as needed
A clean foundation so ongoing bookkeeping stays that way
Scoped individually
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Start right from day one
Accounting software configured correctly before a single transaction goes in
Chart of accounts structured for your industry and how you actually work
Bank feeds, integrations, and receipt capture connected and running
Bank rules set up to cut manual entry before it becomes a habit
A guide so you know how to use it from day one
Scoped individually
STAY ON TRACK
Ongoing Support
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Your books handled every month, on time
Bookkeeping up to date, so you always know where you stand
Bank reconciliation, transaction coding, and accounts managed
BAS prepared and lodged correctly every quarter
Monthly reporting that tells you something useful
A monthly check-in call to keep things on track and flag anything worth knowing
Scaled to your business complexity and transaction volume.
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Your books, your way - with backup when it matters.
A monthly review of your accounting file so errors get caught before they compound
Quarterly BAS prepared and lodged correctly, so you won't miss a deadline or guess at a figure
A short monthly call so questions get answered before they become problems
Email support in between so you're never stuck without someone to help
A safety net that keeps you in control of your own file, with a professional in your corner
Scoped to your business.
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Your team paid correctly and your obligations covered
Every pay run processed so your people are paid on time
STP reported to the ATO automatically so you have nothing to chase
Payday super calculated and scheduled so you stay compliant
Leave tracked so balances are accurate and up to date
Set up and configured properly from the start
Scoped individually, in addition to any bookkeeping package.
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Practical people guidance when you need it
Employment contracts and onboarding documents that reflect the role and your business
Award and classification guidance so you're paying people correctly
Policy templates in plain English that are actually usable
Practical guidance on everyday people questions before they escalate
HR and payroll aligned so nothing falls between the two
Advisory only - not legal advice. Available standalone or alongside any bookkeeping package.
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Understand and manage your accounting file with confidence
Guided screen-sharing sessions via Google Meet - working through your accounting file together
Focused on exactly what you need or want to understand, not a generic walkthrough
Short recorded clips on key topics so you can refer back any time
A written guide covering what was covered so nothing gets forgotten
Email support on topics covered so questions don't go unanswered
Sessions and support scoped to what you actually need.
GROW WITH CONFIDENCE
Strategic Advisory
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Numbers that drive decisions, not just reports
A structured conversation built around your goals, not a P&L line-by-line walkthrough
Cash flow, profitability, and any flags covered before they become problems
Agenda shaped around what actually matters to your business right now
Session notes sent after each meeting so nothing slips between sessions
The feeling of having a financial partner, not just a bookkeeper
Available monthly or quarterly. Added to any ongoing retainer.

