Training & Services
- Initial Installation & Training
- Bookkeeper Training
- Follow Up Training
- New User Training
- Novations & Mergers
- Transitions
- Integrations
- Precedent Customisation
- Precedent Training
- Project Management
- Refresher Training
MYOB, Quickbooks & Xero
- Set Up
- Training
- Conversion Balances
Workflows
- Workflow Creation
- Workflow Modification
- Workflow Training
Precedents
- Precedent Customisation
- Precedent Training
- Intergrations
Practice Management
- Office Account Management & Reconciliation - Office, credit cards, SMSF and other entities
- Trust Account Management - Receipting, reconciliation & EOM, statutory deposits, trust audits
- Tax Compliance - BAS, IAS, EOFY GST Reconciliation, ICA management
- Payroll - Processing, leave requests, entitlements, STP Reporting, EOFY STP reporting
- Management Reports - P&L, fee earner performance, department costs, cashflow forecasting
- Billing - Ad-hoc or regular invoices issued, debtor management and court claims
- Matter Management - Opening files, preparing initial & final letters, CSAs
Ask us for a copy of our task list to see the daily, weekly, monthly, quarterly and annual tasks we can perform as required.
Other Services
- Legal Secretarial Services
- Providior Litigation Funding
- Redview Reporting
- Macquarie Banking