Expense Register (Maintain)

(a) Maintain and update your Expense Providers

(b) Carry out comparisons regarding your expenses

(c) Report to you yearly

Asset Register (Maintain)

a) Maintain and update your Asset Register

b) Collect and store relevant supporting documents

c) Carry out Depreciation Schedules to provide to your accountant

d) Maintain and update a services Register

e) Record and report to your accountant any capital event

Finance Register (Maintain)

a) Maintain and update your Finance Register

b) Collect and store relevant supporting documents

c) Carry out reconciliations to ensure you are not overcharged

d) Electronically file statements to provide to your accountant for EOY Reconciliations

e) Can use this register to provide Management Reporting Services in which we report back to you any problem areas

Unsecured Loans (Maintain and Report)

a) Maintain and update your Unsecured Loans

b) Collect and store relevant supporting documents

c) Carry out reconciliations to ensure fair and accurate accounts

Insurance Register (Maintain)

a) Maintain and update your Insurance Register

b) Collect and store relevant supporting documents

c) Carry out yearly comparisons to ensure you are getting the best value for your money

d) Electronically file policies for easy access

e) Can use this register to provide Management Reporting Services in which we report back to you any problem areas

Shareholder’s Or Partners Register (Private or Public)

a) Maintain and update your Shareholders Register in compliance with ASIC requirements

b) Or maintain records regarding your equity in your business for private companies, sole traders or partnerships

c) Collect and store relevant supporting documents