MORE THAN JUST ANOTHER BOOKKEEPING BUSINESS

Working with Us

“We cannot control, what we do not measure.”

What we do

At M&J BizSolutions, we believe that bookkeeping is not just about recording financial transactions - it's a critical foundation for making informed business decisions. By maintaining accurate financial records and providing you with valuable insights into your company's financial health, we help you to identify areas that need improvement, make informed financial decisions, and ensure that your business is on track to achieve its goals. Our dedicated team takes pride in offering a comprehensive range of services to support your business's financial health through sound bookkeeping practices. We handle everything from PAYG/BAS preparation and lodgement to managing accounts receivable, accounts payable, bank reconciliations, payroll, and more, providing custom-tailored solutions to meet your unique needs. Additionally, our administration services streamline your daily operations, while our advisory services offer valuable financial insights to guide your business decisions, ensuring that you have the tools necessary for success.

Process for onboarding

The onboarding process at M&J BizSolutions is designed to ensure a seamless transition into our services. Here's what you can expect:

  1. Set up Organization in Our Workflow Software: We create a dedicated workspace in our efficient workflow software, providing a centralised hub for managing your financial data securely.

  2. Confirm Organization Details in Accounting Software: We verify and update your organisation's details in your chosen accounting software, ensuring accurate and up-to-date information.

  3. Modify Chart of Accounts: Our experts customise your chart of accounts to align with best practice bookkeeping standards, optimising financial reporting.

  4. Set Up Report Templates: We create tailored report templates, enabling clear and insightful financial reporting for your business needs.

  5. Fill Out Client Bookkeeping Manual: We guide you through the client bookkeeping manual, which contains essential information about our processes and services.

Initial meeting process

At M&J BizSolutions, we focus on understanding your business and addressing your pain points. Our initial meeting process is designed to ensure that we are a good fit for each other.

  • - We will schedule a digital or face-to-face meeting to understand the challenges you face in your business and evaluate if our services align with your needs.

  • - Our team will review your information and determine whether we are the right partner to help grow your business.

  • - We will send you all the necessary paperwork to sign digitally.

  • - Onboarding process will start.

Once onboarding is complete, our team of experienced bookkeepers, trained in the Pure Bookkeeping System, will diligently manage your financial records and transactions. We adhere to the highest standards of honesty, integrity, and confidentiality, ensuring your financial information is treated with utmost care and professionalism.

Work Process

What you can expect from us

At M&J BizSolutions our core values of honesty, integrity, and competence guide everything we do. When you choose us as your bookkeeping partner, you can expect:

  • Honesty and integrity in all our interactions.

  • Independence in providing unbiased financial guidance.

  • Strict confidentiality in handling your sensitive financial data.

  • Competence in delivering reliable and accurate bookkeeping services.

  • Responsiveness to tax-related responsibilities and obligations.

  • Professional, respectful, and courteous treatment from our team.

  • Reliability in delivering consistent and efficient support.

  • Understanding and compassion as we strive to meet your unique business needs.

What we expect from you

As we embark on this collaborative partnership, we expect the following from our valued clients:

  • Familiarise yourself with our Service Agreement and seek legal advice if needed.

  • Understand your responsibilities as a business owner, as outlined in our Service Agreement Section 27.

  • Maintain effective communication with us and provide necessary documents and information within agreed time frames.

  • Respect our team members and adhere to scheduled meetings and calls.

  • Address any concerns with our team promptly, maintaining professionalism and respect.

  • Honor our agreed payment terms and inform us promptly of any payment difficulties for collaborative solutions.

At M&J BizSolutions we are committed to providing top-notch bookkeeping services with a strong focus on professionalism, transparency, and dedication. Together, we can ensure your business's financial success and achieve your goals with confidence.