Services

You can pick and choose from our menu of services, depending on the level of support your business needs. You can use us as much or as little as you want.

Once the level of support is confirmed, Successful Alliances develops a profile for your business and check sheets. We follow the check sheets to ensure nothing falls through the cracks.

Bookkeeping

Training and consultancy

MYOB Approved Hosting

Not-for-profit

Calxa—budgeting and cashflow forecasting software

Payroll
General ledger
Accounts receivable
Accounts payable
Inventory

Job costing
BAS/IAS
Reporting
Budgeting/cash flow
Not-for-Profits

Training and consultancy

MYOB Approved Hosting

Bookkeeping

Payroll

Payroll processing
Pay electronic or cheques
Annual, personal, long service leave and rostered days off
Salary sacrifice
Fringe Benefits Tax
Superannuation
Produce Pay-As-You-Go (PAYG) summaries

General ledger

General ledger entry and management
Banking and statement reconciliations
Income statement
Balance sheet
Activity reporting
Budgeting
Depreciation schedules
Reconciling

Accounts receivable

Invoicing Clients
Receiving Money
Deposits
Debtor Management
Statements
Debt collection

Accounts payable

Enter invoices
Schedule payments
Prepare electronic payments
Petty cash
Invoices due listings

Inventory

Maintain inventory records
Inventory reporting

Job costing

Track costs by job
Budgeting
Job profitability reports

Business Activity Statement (BAS) / Installment Activity Standards (IAS)

Balance GST and PAYG control accounts
Prepare BAS/IAS
Electronic Lodgement of BAS/IAS

Reporting

Daily, weekly, monthly or quarterly reporting
Financial year end reporting
Trial balance
Profit and loss
Balance sheet
Tax reporting—GST, PAYG

Budgeting / cash flow

Prepare budgets
Prepare cash flow forecasting
Budget versus actual reporting and interpretation

Not-for-Profits

Set up your files to effectively report on separate cost centres
Manage grant acquittals
Manage prepaid expenses and accrued expenses
Management reporting for Board meetings

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Training and consultancy

Bookkeeping is so much more than keying in numbers. Take this quick test to determine if you could benefit from Successful Alliances' training and consultancy services.

Want to get the most from your investment in MYOB software?	Yes	No
Do you understand your monthly reports?	Yes	No
Do you have a budget you work to each month?	Yes	No
Is your staff trained well?	Yes	No
Has your data file had a health check recently—is it set up correctly?	Yes	No
Are you on top of the latest tips and tricks?	Yes	No
Are you using MYOB shortcuts while entering data?	Yes	No

If you answered 'no' to any question you'll benefit from Successful Alliances' training and consultancy services.

Successful Alliances can:

advise on the best type of MYOB accounting software for your business
install and set up your MYOB software, tailoring it to your needs
train your staff on how to use MYOB software properly (if you prefer to keep bookkeeping in-house)
conduct a one-off health check of existing processes to keep you on track
provide expert general advice on business administration and business methods, so you're operating at maximum efficiency and in line with best practice
explain your reports in easy-to-understand language
provide on-site help with MYOB products
provide troubleshooting services
provide procedures manuals.

Are you a brand new business?

If so, Successful Alliances' can help you set up quickly and properly.

Doing so will avoid the expense of re-designing how you keep your books down the track.

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MYOB Approved Hosting

Successful Alliances is the only supplier in Canberra of this innovative hosting provider service.

How does it work?

Your data file is housed on the Successful Alliances server, approved by MYOB after extensive due diligence.

You can then access your data file whenever you need to through a virtual private network (VPN) that is secure 24 hours a day, seven days a week. Access is provided from designated computers or laptops through an encrypted Secured Sockets Layer directly linked to Successful Alliances' server.

We'll train your accountant (at no cost) on how to access your VPN at any time, enabling him/her to provide critical advice in a timely manner. And we set the hosting up and train you—it's convenient and easy.

VPN benefits:

convenience—access up-to-date data any day, any time and from anywhere in the world
speed—enter time critical data such as invoices or payroll while we attend to the rest of your bookkeeping and management reporting needs
accuracy—confidence that we're always both working off the same file, on current data
quick problem solving—your business, your accountant and your bookkeeper can all access files remotely and streamline services
flexibility—we can attend to your bookkeeping needs at our office, your premises or a combination of both (perfect for businesses with limited space)
save time—no more burning CDs of your MYOB files and delivering them to your accountant
daily offsite backups—for security and peace of mind
hassle free upgrades—we install all new versions of MYOB as they become available and automatically upgrade your data file (cost may incur).

Service level agreement

Every business signed up to our MYOB Approved Hosting Service is given a service level agreement covering service levels, maintenance procedures, support, backup and recovery. Email us to find out more...

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Not-for-profit

Is your funding working as hard as you are?

Maximising funding and maintaining financial integrity. Not-for-profit organisations work hard to achieve these priorities, but the going gets tough when you’re not an expert in financial recording and reporting.

Save time and money by partnering with a company that has strength in numbers. Leaving it to experts gives you the freedom to concentrate on what you’re passionate about, and what you do best.

Successful Alliances is a leading MYOB bookkeeping practice specialising in helping you, as a not-for-profit organisation, get the most out of your funding and ramp up your efficiency. We do so through this extensive menu of services:

Financial reporting	Financial health check	Budgeting
Cash flow	Board reports	Grant acquittals
Bookkeeping services	BAS preparation	BAS electronic lodgement
Audit preparation	Training	Streamlining procedures

Benefits

The benefits of using a specialist bookkeeping practice are endless :

Quality reports—with Successful Alliances you will get error-free, easy to understand reports of all types (depending on your needs), guaranteed to improve your transparency.	Save time, money, effort—with Successful Alliances you won’t have to waste precious time struggling with financial matters, which isn’t always your area of expertise. We’ll handle this for you.
Ramped up efficiency—with Successful Alliances’ reliable, experienced bookkeeping support you’re guaranteed to ramp up your efficiency and streamline operations between you, your Board and your auditor.	Funding body/board confidence—with Successful Alliances your funding body and Board will be confident that the financial data they receive is accurate, sound and reliable.
Instant knowledge—with Successful Alliances you'll gain instant specialist knowledge and expertise. Our staff keep up-to-date with the latest developments through training sessions and conferences.	Freedom—with Successful Alliances you’ll be free to concentrate on what you do best and what you love most.
Reduced financial risk—with Successful Alliances you’ll reduce financial risk and be better positioned to deal with urgent matters efficiently.

Experience

Successful Alliances knows what makes not-for-profit organisations tick. We have been working with not-for-profits across Australia for 13 years, our fully qualified staff providing competent financial reporting and MYOB bookkeeping services.

With Successful Alliances you can be confident you’re steering clear of a fly-by-night bookkeeping service.

We have worked with not-for-profits of all sizes and shapes, including charities, foundations, social welfare organisations, arts organisations and peak industry bodies. 13 years experience

Partnership approach

Although not-for-profits have a lot in common, each one is unique with its own strengths and weaknesses. This is why we tailor what we do to your needs—providing as much or as little support as is required.

Our ultimate aim is to form a successful alliance for top-notch financial services. Through our partnership you’ll be able to depend on us for strong financial and bookkeeping support.

Essentially we’re your ‘outsourced financial services’, helping you from a strategic level down to the detailed level. We can do it all for you or just provide quality support in specific areas.

Australia wide

Successful Alliances is an MYOB Approved Hosting Provider. We can help you access your software and live company data online, regardless of your location.

Testimonials

Deafness Forum of Australia—a national peak body in the not-for-profit sector—represents the crucial issues affecting the daily lives of deaf and hearing impaired people. We’re not experts in financial recording and reporting and found that trying to do this in-house led to inaccuracies, was costly and diverted our limited people resources from our mission.

Outsourcing this function was an obvious choice and it’s proven to be one of the best decisions we have made. Successful Alliances provides more than just a service. The team is there for us when we need expert advice on financial planning, budgeting and they help me to manage a better organisation.

Steve Williamson
Chief Executive
Deafness Forum of Australia

Successful Alliances has been our accountant for several years and has been invaluable in the growth of our organisation. Being a small NGO it is essential to have someone who understands the sector in which you work and the intricacies NGOs face daily. Successful Alliances understands this and is proactive in ensuring details are not missed and are represented appropriately.

Successful Alliances provide us with bookkeeping support and manage some HR functions, including timesheets and wages. They also ensure our financial systems continue to develop as we grow.

Lara Jacques
Director of Operations
Australian National Committee for UN Women

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Calxa—budgeting and cashflow forecasting software

Calxa is the leading budgeting and cashflow forecasting software for small businesses and not-for-profit organisations today. Integrating with MYOB, QuickBooks and Xero, it guarantees data accuracy and time savings.

Calxa Express: cashflow forecasts in minutes

Calxa Express is for smaller businesses that have complex or erratic cashflow or that simply need a way to quickly put together financial reports for their bank. The product focuses on fast, accurate budget creation and quick cashflow forecasts.

saves time in preparing organisational financials
shortcuts and Wizards to get you started
visual reports for non-accountants
impress your bank.

Calxa Premier: board-ready reports in less time

Calxa Premier was designed for not-for-profits and small to medium businesses that have complex budgeting and cashflow forecasting needs. As well as the flexibility of creating budgets at the departmental and project level. Premier easily creates professional, animated and customisable reports and charts that are simple for everyone to understand.

easy departmental and grant reporting
customised reporting for your board
quickly rearrange your Chart of Accounts for Standard Chart of Accounts
report by project manager or any way you like.

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Memberships