Platinum All Care
Full financial operations delivered on MYOB under a monthly retainer.
Service delivered
Financial Operations
01 · Finance & Advisory
Financial Operations
A finance function that closes on time, every month.
We take ownership of day-to-day finance on a monthly retainer — bookkeeping, management accounts, payroll, receivables and payables — working in the accounting platform you already use.
What’s included
What we deliver
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Bookkeeping & reconciliations
Transactions recorded, bank and ledger accounts reconciled, and books closed on a fixed timetable.
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Management accounts
Monthly profit and loss, balance sheet, cash flow and KPIs, with commentary you can act on.
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Payroll
Accurate, on-time payroll processing with the supporting records kept in order.
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Receivables & payables
Invoices raised, receipts chased and supplier bills processed for approval and payment.
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Tax compliance
Records prepared for tax filings, with deadlines tracked throughout the year.
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Cloud accounting administration
Your accounting platform set up and maintained: users, bank feeds, rules and chart of accounts.
Who it’s for
A good fit if you are…
- Growing SMEs without a full in-house finance team
- Owners who need reliable monthly numbers to make decisions
- Businesses moving from spreadsheets to cloud accounting
- Organisations in regulated sectors, such as NDIS providers
What to expect
A planned start and a clear owner.
One named lead owns your engagement end to end — you always know who is responsible and what happens next.
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01
Discover
We review your processes, systems and priorities, then agree scope, deliverables and fees in writing.
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02
Onboard
Access, data and handover are completed against a checklist, with documented procedures.
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03
Support
We deliver the agreed work on a fixed schedule and respond to requests through one channel.
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04
Review
Regular reviews cover results, open items and improvements for the next period.
- A named lead accountable for your engagement
- Written scope and documented procedures
- Scheduled reporting and review meetings
Our work
Financial Operations engagements
Frequently asked questions
Financial Operations questions
Can you take over our existing bookkeeping?
Yes. We start by reviewing your current records and reconciliations, agree a cut-over date and document the monthly process before taking over. Any catch-up work is scoped separately.
Which accounting platforms do you work in?
Xero, QuickBooks, MYOB, Odoo and Zoho Books. If you use another platform, tell us and we will confirm whether we can support it.
How are fees set?
Financial Operations is a fixed monthly retainer, agreed in writing after a discovery conversation about your transaction volumes and reporting needs.