bookkeeping
Accurate, Up-to-Date, and Off Your Plate
Falling behind on your books? Spending weekends trying to reconcile your accounts? Wondering if your numbers are up to date—but not really knowing for sure?
You’re not alone. We hear it all the time from business owners who are trying to juggle everything themselves or relying on a bookkeeper who doesn’t quite get how their business runs.
At Vision Beyond Advisory, we offer bookkeeping support as an add-on for existing Business Advisory clients. That means your books are managed by the same team that knows your goals, understands your structure, and is already across your broader financial strategy.
No more back and forth between disconnected providers. Just one team, working together.
Do You Offer Bookkeeping as a Standalone Service?
We only offer bookkeeping as an add-on to our Business Advisory clients.
Why? Because isolated bookkeeping without context leads to gaps, crossed wires, and missed opportunities.
We’ve seen it time and again—numbers are entered correctly, but the business owner still doesn’t have the insights they need to make confident decisions.
When we handle your bookkeeping and your strategy, everything works better -clean data, clear reports, and informed action.
If you're already a Business Advisory client, you can add on professional bookkeeping services that support your bigger picture goals.
We can handle:
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Weekly bank reconciliations
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Accounts payable and receivable
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Xero file clean-up and maintenance
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Software setup and integration
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Payroll processing (weekly, fortnightly or monthly)
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Superannuation and STP reporting
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BAS preparation in collaboration with your advisor
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Monthly or quarterly financial reporting
We use Xero and cloud-based platforms to keep everything clean, clear, and easy to access - without needing you to touch it.
What Our Bookkeeping Add-On Covers
How
It Works
Bookkeeping isn’t where our work begins - it’s how we support the bigger picture.
As part of your Business Advisory relationship, you can choose to add bookkeeping at any time. Our internal team handles the process end-to-end, working seamlessly with your strategic advisor to keep things accurate, timely, and aligned.
Business Advisory at VBA isn’t about handing over a quarterly report and hoping for the best.
It’s about building a long-term partnership with a team that knows your business inside and out—so you can make confident financial decisions, plan ahead, and grow without the chaos.
BUSINESS ADVISORY
Find a team that doesn’t just look at your numbers - but helps you act on them.
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Quarterly Strategic Advisory Sessions
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Financial Forecasting, Reporting & Planning
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Compliance Oversight (BAS, GST, ATO)
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Personalised Support Around Pricing, Profit & Growth
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Add-On Services Available (Bookkeeping, Payroll, Virtual CFO)