Imagine a world where your bookkeeping is always up to date, your lodgements happen on time, every time and you’ve got accurate financial information at your fingertips to be able to make informed and smarter business decisions. You’ve just imagined your life with Heart Bookkeeping.

Book a FREE discovery call with Heart Bookkeeping
And let us support you on your business journey.

Bookkeeping Done for You

Let our team of expert Xero bookkeepers design and manage a bookkeeping system that will free you up to get back to working on your business with the confidence that we are taking care of the numbers. Our packages are completely customised to your business needs and based on fixed fee pricing, so there are no surprises.

We work with small business clients across a range of industries including trades, hospitality, transport, automotive, agriculture, NDIS providers, professional services and more. Heart Bookkeeping was born in the cloud, just like Xero, so we’re able to support small business owners right across Australia. This allows you to get access to the best bookkeeping services regardless of where you are located!

Our Services

Bookkeeping Services

Focus on growing your business and getting back to doing what you love. Partner with us for instant access to a reliable, professional and knowledge accounts team that genuinely cares about the success of your business. We can do the following:
  • reconcile your bank, loan and credit card accounts in Xero
  • enter your bills for payment
  • enter your sales invoices
  • help you manage your cashflow
  • prepare custom management reports
  • prepare your Business Activity Statements (BAS)
  • prepare your Taxable Payments Annual Reports
  • create a Xero file and workpapers that your accountant will love
  • work with your accountant to get the best outcomes for your business
  • advise on best practice bookkeeping and process improvements
  • provide phone and email support

Payroll Services

Payroll is a critical function but anyone who’s ever been involved in payroll knows it also comes with a lot of complexity. Partner with us and gain confidence that payroll will be processed on time, your employees will be paid correctly and that you will meet your obligations under the ATO’s Single Touch Payroll regime. We’re also here to answer your questions on. We can do the following:
  • collate and review timesheets
  • set up your payroll software (Xero or KeyPay) for those employing for the first time
  • add new employees
  • on time processing of payroll
  • file your payruns with the ATO via Single Touch Payroll and complete your year end STP Finalisation
  • prepare payroll reports
  • help you meet your superannuation obligations
  • manage payroll tax with your State’s revenue office
  • manage portable long services leave with your State’s long service leave organisation (building and construction industry employees)
  • manage your workers compensation / workcover obligations
  • provide modern award interpretation in partnership with our payroll advisors
  • provide phone and email support

Business Compliance

As a small business owner you will wear many hats. Lighten your load and hang your business compliance hat on our coat rack. We’ll review your business lodgement and reporting obligations and ensure that between ourselves and your accountant you have ticked all the boxes the Australian Taxation Office, your State Revenue Office and other regulatory bodies require. This may include:
  • Business Activity Statements (BAS)
  • Instalment Activity Statements (IAS)
  • Superannuation Guarantee Contributions
  • Superannuation Guarantee Charge Statements (where you’ve paid superannuation late)
  • Single Touch Payroll Reporting and year end Finalisation
  • Payroll Tax Monthly and Annual Returns
  • Portable Long Service Leave
  • Workers Compensation / WorkCover Actual Wages Declarations
  • Taxable Payments Annual Report
  • ASIC Reporting (Done by your accountant)
  • Fringe Benefits Tax (Done by your accountant)
  • Income Tax Returns (Done by your accountant)
  • Financial Statements (Done by your accountant)

Rescue Bookkeeping

Have you found that you’ve fallen behind and just can’t face the thought of tackling things alone? You don’t have to! We’ve helped countless small business owners just like you get back on top of their books and compliance. We love the challenge of digging into the weeds and turning your nightmare into a beautiful Xero file so we can then get your lodgements up to date and if required, organise a manageable payment plan with the ATO, allowing you to start taking control of the financial aspects of your business.

We want to ensure that you stay on track which is why we only offer our rescue services to small business owners that sign up for an ongoing bookkeeping engagement. We’ve found this ongoing support helps you form healthy financial habits that will set you on the path to financial freedom in the longer term.

Xero Services

Xero is our bag baby! So if you’re looking for help getting set up on Xero and/or getting some training to improve your Xero skills then you’ve come to the right place.

Our team are Xero Certified experts that will make your transition to Xero a great experience. Whether you’re migrating from another software such as MYOB, Reckon or Quickbooks or are new to business and want to start out on the right foot, we will ensure your Xero file is set up correctly and for optimal performance from the beginning. This could mean connecting payment services or other apps that will supercharge your operations, setting up custom reports so you can keep your finger on the financial pulse of your business or providing you with Xero Training so you’re confident finding your way around the platform.

Introducing Xero

Xero Services

Introducing Xero, the ultimate online accounting solution for modern small business success!

Xero is the number one cloud-based accounting platform for small to medium sized businesses in Australia and we’re so in love with it that we built our entire business around it.

Xero Setup

Join the millions of businesses worldwide that trust Xero to revolutionise their financial management.

Xero Training

Whether you’re a newbie to Xero or simply want to enhance your skills, we offer two fantastic options that will help you harness the full potential of Xero.

Areas We Service
Opening Hours
Mon - Fri
9:00am - 4:00pm
Sat - Sun
Office Information

Nestled in the picturesque Northern Rivers region of New South Wales, Lismore is a vibrant and culturally rich city that beckons residents and entrepreneurs alike. With its stunning natural surroundings, a thriving economy, and a strong sense of community, Lismore and its surrounding areas offer an appealing blend of lifestyle and business opportunities.

Opening Hours
Mon - Fri
9:00am - 4:00pm
Sat - Sun
Office Information

Hobart, the capital city of Tasmania, is a charming and picturesque destination situated at the southernmost point of Australia. Known for its stunning natural beauty, vibrant arts scene, and thriving economy, Hobart is an ideal place to live and conduct a small business.

Opening Hours
Mon - Fri
9:00am - 4:00pm
Sat - Sun
Office Information

Located in the tropical north of Queensland, Townsville is a thriving city renowned for its unique blend of natural beauty, economic opportunities, and welcoming community. With its stunning landscapes, strong economy, and numerous amenities, Townsville has become an attractive destination for both residents and entrepreneurs looking to start or expand their small businesses.

Opening Hours
Mon - Fri
9:00am - 4:00pm
Sat - Sun
Office Information

Heart Bookkeeping was intentionally built in the cloud, providing services to our clients from day one on a remote basis. And although we’ve expanded our physical footprint to include Lismore, Hobart and Townsville, we’ve been very intentional about designing our offering to ensure all business owners in Australia can access and benefit from the services we offer.

We work on your business remotely using Xero accounting software. We are available by phone or email and we customise our bookkeeping solutions to meet the changing needs of your business. Our fixed fee pricing structure means no nasty bill surprises and ensures we’re always working hard to create efficiencies in your bookkeeping processes.

We understand that each small business owner is at a different stage in their business journey so we have packages that support you through each of these stages. Those ready to get on top of their cash flow struggles should check out “The Cash Flow Project”

Why pay for the time spent rather than the results achieved? We don’t charge an hourly rate, but instead provide you with a fixed fee solution so you know exactly what to budget for, providing you with cost predictability and removing the possibility of bill shock.

Fixed fees align our interests with yours as we have every reason to make your bookkeeping processes more streamlined and reduce the amount of time you spend on bookkeeping related tasks.

At Heart Bookkeeping we only use and recommend Xero online accounting software. Born in the cloud just like us, Xero provides small business owners with a user-friendly accounting experience and can handle all your day-to-day bookkeeping tasks as well as connecting with over 1,000 apps to simplify tasks such as payment collections, inventory, job management, CRM and more.

If you’re currently using another accounting software or struggling on excel, Heart Bookkeeping can get you set-up on Xero and transfer your important contact, payroll and other business information across so that you’re up and running in no time.

Yes we do! Depending on your learning style you can choose between two different delivery methods for your Xero training with us:

  1. Self-Paced Online Xero Training ($49 per month)
    This is an affordable option for those who want to get their head around the basics of using Xero. Our training videos take you through the basics of each area of the Xero platform and give you access to downloaded checklists so you can ensure you’re on the right track.

    We’re always adding new content to the training portal so you can build on your basic knowledge over time and gain confidence in the quality of your Xero numbers.
    Learn more here 

  2. One-on-one Training via Zoom or in person ($550)
    This Xero training option is suited to those who want a customised approach to their Xero education. It’s a way to fast-track your learning as we customise this training to focus on the areas that are relevant to your business and you can ask us questions that relate to your business and your Xero file.

    You get 2 hours with one of our Xero certified gurus + up to one hour of additional phone and/or email support in the 2 weeks following your training session.
    We also give you FREE access to our Xero Online Training platform for one month so you can access our downloadable checklists and additional training content.
    Learn more here 

We believe you get the best value out of working with us when we connect with your accountant so we’re all working together.

During the onboarding phase we reach out to your accountant to introduce ourselves and give them an overview of the services you’ve engaged us to deliver. We ask them to provide us with information that will help us do our job and that will ensure we provide them with a Xero file they’ll love.

We also touch base with them at key points in the year to update them on your business performance and get guidance from them on varying the business’s quarterly tax instalments you’re paying to the ATO if needed. After the end of the financial year we send them all the information we know they’ll need to get started on your tax and financial statements and make ourselves available for any queries they may have.

Coming from a public practice background, the leaders at Heart Bookkeeping have been on the receiving end of client and bookkeeper-prepared Xero files just like you, and know the difference a great bookkeeper can make to both your client and your accounting firm.

Heart Bookkeeping partners with responsive and proactive accountants and accounting firms to get the best outcomes for our mutual clients. Not only do we provide you with beautiful Xero accounting files and year end workpapers, we flag any changes in the client’s business that may require your advice and expertise. We also handle all your client’s Xero and transaction level queries so you have more time to spend on services such as tax planning and business structuring that will make a real difference to the lives of your client.

Find out how you can partner with Heart Bookkeeping here 

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