Finex Chartered Certified Accountants

How We Help

Bookkeeping Services

Keep your books up to date and know you can trust the numbers
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Books that are current, reconciled and worth looking at

Bookkeeping is the part of the business that everything else depends on. GST returns, annual accounts, tax, lending applications and every decision you make about pricing or spending all trace back to whether the underlying records are right.

We take bookkeeping off your plate entirely — coded properly, reconciled every month and reviewed by accountants who know what the numbers will need to do later.

Cashflow forecasting: seeing problems three months early

Does this sound familiar?

Most people who come to us for bookkeeping recognise at least half of this list.
  • The bank feed hasn't been reconciled in weeks and you're not sure where to start
  • You're doing the books at night or on the weekend because there's no other time
  • Receipts live in the glovebox, the ute and three different email folders
  • You don't know your current profit position without asking someone
  • GST time turns into a scramble every two months
  • Your accountant sends a long list of queries after balance date every year
  • Personal and business spending have blurred together in the same account
  • You've stopped looking at the numbers because you don't trust them

Bookkeeping built around how you actually work

The right approach depends on what kind of business you're running. These are the two we support most.

For Property Businesses

Developers, builders and trades carry job costs, retentions, progress claims, subcontractor payments and GST timing that ordinary bookkeeping doesn't handle well. Get the coding wrong at this level and the job profitability you rely on to price the next project is fiction.

We set up your file so costs sit against the right property or job from the start, keep subcontractor and materials coding consistent, and make sure the GST position on each development is deliberate rather than accidental.

Property & construction businesses

For Established Businesses

For agencies, service businesses and established operators, the issue is usually volume and consistency. Transactions pile up, coding drifts between staff, and by the time anyone reviews it the year is half gone.

We take over the monthly cycle — bank reconciliations, accounts payable and receivable, payroll journals and coding review — and give you a clean set of management figures each month instead of a surprise each year.

Established businesses

The real cost of DIY bookkeeping

Doing your own books doesn't feel expensive, because the cost never appears on an invoice. It shows up as hours you don't get back, GST returns filed on figures you weren't confident in, and a year-end bill that's higher because someone had to unpick twelve months of coding before they could start.

It also shows up in the decisions you didn't make. When the numbers are three months behind, you can't see a margin slipping, a client who has quietly stopped paying, or a job that lost money until it's already finished.

The question worth asking isn't whether you're capable of doing it. Most business owners are. It's whether this is the work that only you can do.

“Can I do my own bookkeeping?”
“Is this still the best use of my time?”

Why trust Finex with your bookkeeping?

Reconciled every month

Your file is brought current on a set cycle, not whenever someone gets to it. You always know how far behind you aren't.

Property-aware coding

Job costs, property-by-property tracking and development GST are handled by people who understand what those numbers feed into.

Reviewed by accountants

Your books are prepared inside the same practice that will file your GST, accounts and tax — so errors get caught early, not at year end.

Fixed monthly fee

One agreed amount that covers the work and the questions. No hourly billing for a phone call about a transaction.

Xero-based and paperless

We work in cloud software with receipt capture, so the records are searchable, backed up and available to you whenever you want them.

Numbers you can act on

Monthly figures you can actually read, so you spot the trend while there's still time to do something about it.

Next Step

Spend less time catching up on the books

Tell us how far behind you are — we've seen worse. We'll bring the file current and keep it that way for a fixed monthly fee.