Jade Finance

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(02) 9672 6320

Bookkeeping & Accounting

The easy, one-stop solution for managing all your Bookkeeping and Accounting needs. From providing assistance for day to day bookkeeping tasks, to preparing meaningful and comprehensive year end financial reports and statements

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If you have any questions, or would like to book an appointment please call or send us your details to book an appointment

Servicing All of Your Business’ Financial Needs

Great businesses are future focused – they have identified what they do well and explore opportunities to grow. But getting bogged down in compliance and tax work can bury the best intentions of any business.

At Jade Finance, we enable businesses to do great things. We manage your accounts and financial position so you can make informed financial decisions about your business’ current position and where you are heading.

Jade Finance is the simple solution business bookkeeping & accounting

Bookkeeping Services

Jade Finance provide the following services:

  • Installation of Quickbooks, Xero & MYOB products
  • Establishment of data files, such as the chart of accounts, payroll and opening balances
  • On the job training
  • Bookkeeping services (weekly, monthly, quarterly)
  • Assistance with BAS preparation, or full BAS preparation on behalf of their clients
  • Preparation of periodic payroll functions
  • Preparation of PAYG Payment Summaries and year end reconciliations
  • Telephone support to clients and their bookkeepers.

Payroll Services - Your Payroll Expert On Call

Payroll expertise is hard to find. With Jade Finance you have access to experienced payroll professionals who not only process your payroll but provide you advice and guidance to ensure your payroll is fully compliant and you aren’t overpaying staff.

We can assist your small business with all aspects of payroll. Our experienced team will set up your MYOB, Quickbooks or Xero payroll accounts to include employees’ details accurately to ensure employees are consistently paid their correct entitlements in an accurate and timely manner.

Our Services include:

  • Wages data entry and calculation of payroll
  • STP Lodgements
  • Payslip preparation
  • Monthly and quarterly superannuation calculations
  • Payment and reconciliation of superannuation
  • Annual Payment Summaries
  • Workers compensation preparation and lodgement
  • Calculation of payroll tax and annual reconciliation

Taxation Services

As a registered tax agent with the Tax Practitioner Board, we ensure that our clients are aware of their taxation liabilities as well as their entitlements. We use our experience and knowledge to advise clients about tax compliance and tax minimisation strategies in order to reduce their tax liability. We provide the following taxation services:
  • Preparation and electronic lodgement of:
    • Personal Tax Return
    • Partnership Tax Return
    • Company Tax Return
    • Trust Tax Return
    • Self Managed Super Fund Tax Return
    • Monthly and Quarterly Business Activity Statements as well as Annual GST Returns
  • Year end Taxation Planning
  • Tax Minimisation Strategies
  • Review and Advice on Tax and Business Structure

Business Strategy & Advisory

If you are setting up a new business, or need a review of current business entity structuring, Jade Finance has extensive experience from small business to larger corporate entities.

Understanding the numbers, and their application to empower businesses is what we do.

How We Work

1. Disovery Session

For all new business clients we have an initial meeting to learn about your business and explore your needs.

2. Review and confirmation of engagement

We will review, and summarise, and provide a letter of engagement outlining our solutions and pricing as they relate to you needs.

3. Provision of services regularly and on schedule

We provide your service, liaising with you as required and available as needed. We manage your regulatory due dates and complete required work within them.