Professional services for Australian businesses

A named person on our team owns your file and reviews everything that leaves it. Software does a real share of the grinding underneath it — coding, matching, flagging the obvious gaps — but nothing regulated happens without a person’s judgement, and nothing here is signed or filed by an algorithm.

No — professional services is operational work inside your books, not something submitted to ATO. Where a filing does sit downstream of it, inside industries we know more broadly, that stays with your registered BAS or tax agent, never with us.

Whatever you already run. Most commonly QuickBooks, Xero, NetSuite, Sage, Zoho Books and a handful of others — we work inside your system rather than moving you onto one of our own.

A short, free read-only look at what you already have, and a written note on what we found. A scoping call decides the size of the engagement — nothing here commits you to anything.

There is no published price for professional services — it depends on volume, how many entities are involved, and how far behind the books are. We quote after the read-only review, which is free.

Professional services sits inside industries we know, alongside Ecommerce, SaaS and software, Construction and trades. Most clients end up buying the category as a whole rather than one leaf at a time, but starting narrow is fine.

We keep trust ledger data clean and reconciliation-ready — per-client ledgers, bank balance, and trial balance lined up. The reconciliation itself and the compliance obligation under the Uniform Law or your state's Legal Profession Act stay with the practice's principal or authorised trust account signatory.

WIP is time and disbursements logged against a matter that hasn't been invoiced yet — it isn't a debtor until billed. Once invoiced but not yet collected, it moves to debtors. We track both stages separately so the aging shows where the money sits.

Realisation compares standard rate value of logged time against what's actually invoiced and collected. A reduction at billing time is a write-down; an amount invoiced but never collected is a write-off — a bad-debt question for your accountant. We record and code the two separately.

No — that's an AASB 15 judgment call your accountant makes and documents. We track WIP, billing, and progress data against whichever method is already in place.

Whatever the firm already runs — Actionstep, LEAP, Xero Practice Manager — reconciled into the books on a fixed cadence rather than left as a disconnected system.

Yes — direct time cost against billed revenue at the matter level, for whichever engagements the firm wants visibility on. A reporting cut, not a change to how revenue is recognised.

No — that's a BAS position for your registered agent under TASA 2009. We track billing timing against milestones so the position is assessed against current data.

No — that classification sits with your accountant, tied to the entity's own structure. We track drawings and distributions separately from operating expense.

We track WIP, billing, and staff cost data at the office or entity level the structure requires, so payroll tax grouping and segmented reporting are built from tagged data.

It gets reconciled against the practice management system, aged out by matter, and flagged for the firm to decide — bill it, write it down, or write it off — rather than left buried in a stale balance.