We are financial advisors and deal with financials, accountants and bookkeepers every day.
We have two different entities for the business one of which has to be audited by ASIC each year.
For many years we managed our own bookkeeping in house. As we struggled to prioritise it over other work we decided to outsource it. Since that decision we tried four more bookkeepers all of whom caused us headaches.
In talking with one of the accountants we work with closely she mentioned that Charity has managed one of their client’s businesses for many years and they have always been the cleanest set of accounts she has seen. So we engaged Charity.
We found Charity to be positive, bubbly, efficient and most importantly knowledgeable and accurate. The bookkeeping has gone from something we constantly had to review and drive to something that just happens in autopilot in a timely and efficient way. She follows up what she needs and sends through reports monthly so we see what’s going on.
Charity has us running on Xero with Receipt Bank, both of which have streamlined our record keeping processes.
I have recommended Charity to a number of businesses and they have all found her equally refreshing.