How We Help You Get Control
After working with hundreds of Australian businesses, we've learned that most expense problems come from trying to be too detailed too early. Here's our step-by-step approach:
Assessment & Cleanup
We review your current expenses and help you understand where money actually goes. Often businesses discover they're spending on services they forgot about or paying twice for similar things.
Category Setup
Install our five-category system in your accounting software. We show you exactly how to set it up and create rules that automatically sort new expenses.
Process Training
Train your team (or just you) on the new system. Most people pick it up in a single session because it's designed to be simple and logical.
Monthly Check-ins
Monthly reviews for the first quarter to catch any issues and fine-tune the categories. After that, most businesses run independently with annual check-ups.