Done-For-You Financial Services

Clean Up. Catch Up.
Stay Current.

Books behind? Reporting overdue? We get your financials current, accurate, and decision-ready — whether you're an NDIS provider, property manager, real estate agency, or growing business across Australia, New Zealand, the US, the UK, or the Philippines. Three packages. No fluff. Real results.

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Xero & QBO Certified
NDIS · Property · Real Estate
AU · NZ · US · UK · PH
CPA-Backed Quality
📅 Free 30-Min Discovery Call
Who These Services Are For

Built for Real Businesses

🏥

NDIS Providers

Multi-site providers, support coordination businesses, and NDIS organisations needing clean cost-centre reporting, invoice tracking, and payroll reconciliation across multiple entities.

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Property Managers & Landlords

Rental income reconciliation, owner statement reporting, trust account management, property expense tracking, and Xero setup tailored for single and multi-property portfolios.

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Real Estate Agencies & Agents

Commission tracking, sales pipeline P&L, agent payroll reconciliation, and monthly financial reporting for boutique and growing real estate businesses in AU and PH.

🇵🇭

Philippine SMEs & Freelancers

BIR-season approaching? Books in a mess? We clean up your financials, get you current, and set up reporting that actually tells you how your business is performing.

🌏

International Businesses (AU, US, UK)

Remote-friendly, timezone-flexible, and experienced with Australian payroll, GST, NDIS billing, property management, and cross-border financial admin. USD-billed, globally capable.

📈

Growing Businesses Without a CFO

Revenue is growing but your financials haven't kept up. The Premium package gives you Fractional CFO-level oversight — cash flow forecasting, quarterly reviews, and strategic financial guidance — at a fraction of the cost.

🧾

Businesses Behind on Reporting

Six months of uncoded transactions? Reports overdue for your accountant or board? The Starter Clean-up package gets you current fast — with a clean set of financials delivered within 2 weeks.

🤝

Accountants Needing Support

Bookkeeping overflow? White-label clean-up and reporting support available for accounting firms needing capacity. Discreet, professional, and CPA-review ready.

Service Packages

Three Packages.
One Clear Path Forward.

All packages include a free 30-minute discovery call before you commit. No lock-in contracts on monthly packages — cancel with 30 days notice.
Serving clients across Australia · New Zealand · US · UK · Philippines.
📅 Book your free discovery call →

Starter
Clean-up & Catch-up
USD 997
one-time  ·  PHP 58,500
Best for: books 1–3 months behind
  • Books clean-up — up to 3 months behind
  • Chart of accounts review & correction
  • Monthly P&L + Balance Sheet delivered
  • Bank reconciliation verified
  • One round of revisions included
  • Xero or QBO — your choice
  • Free 30-min discovery call
  • Delivered within 2 weeks
Premium
Fractional CFO
USD 5,000
per month  ·  PHP 292,000
Best for: multi-entity, property portfolios & high-growth businesses
  • Everything in Growth, plus:
  • Quarterly deep-dive financial review
  • 13-week cash flow forecast — updated quarterly
  • Fractional CFO advisory session (90 min/quarter)
  • Priority 1-day turnaround on all reporting
  • Multi-entity consolidated reporting
  • Property portfolio performance reporting
  • Board-ready financial pack delivery
  • Budget vs. actual variance analysis
  • Free 30-min discovery call
💡
Not sure which package is right for you?

Book a free 30-minute discovery call. We'll review your situation, tell you honestly which package fits, and outline exactly what we'd tackle first. No sales pressure — just a straight conversation about your numbers.

Book Free Discovery Call →
How It Works

From Messy to Clear in 4 Steps

1

Discovery Call

30-minute free call. We review your books, understand your reporting needs, and confirm the right package for your situation.

2

Access & Onboard

We request read/write access to your Xero or QBO. You receive a simple onboarding checklist — usually takes under 30 minutes on your end.

3

Clean-up & Reporting

We get to work. For clean-up packages, you receive a draft within 5–7 business days. For monthly packages, reports arrive by the 10th of each month.

4

Review & Ongoing

You review, we adjust. Monthly packages continue with a consistent reporting rhythm — so you always know where your business stands.

Common Questions

Frequently Asked Questions

Do you work with property managers and real estate businesses?
Yes — this is a core service area. We handle rental income reconciliation, owner statement reporting, trust account summaries, property expense coding, and agent commission tracking. We work with property managers across Australia and the Philippines, and can integrate with Xero or QBO alongside your property management software.
Do you work with Australian NDIS providers?
Yes — this is a core specialty. We have hands-on experience with Splose, Halaxy, Xero, and MyPlace PRODA billing. We understand cost-centre reporting, participant invoicing, and the payroll complexities that come with multi-site NDIS operations.
What software do you work with?
Primarily Xero and QuickBooks Online (QBO). Both Xero Advisor and QBO ProAdvisor certified. We can also work with MYOB on request. For NDIS-specific billing, we work alongside Splose and Halaxy exports.
What does "books 1–3 months behind" mean for Starter?
It means up to 3 months of uncoded transactions, bank feeds that need reconciling, and reports that haven't been run. If you're more than 3 months behind, get in touch — we can quote a custom clean-up based on volume.
Is there a lock-in contract for monthly packages?
No lock-in. Monthly packages require 30 days written notice to cancel. We believe in earning your continued business through quality — not contracts.
How do you handle sensitive financial information?
All access is via read/write permissions within your accounting software — we never ask for full admin credentials. All communication is via encrypted email and secure file sharing. Our work is governed by professional confidentiality obligations.
Can I upgrade from Starter to Growth after the clean-up?
Absolutely — and many clients do. Once your books are clean, transitioning to a monthly reporting rhythm is a natural next step. Starter clients get a discounted first month on Growth if they upgrade within 30 days.
What timezone do you operate in?
Philippines time (PHT, UTC+8). For Australian and New Zealand clients this means same-day or overnight turnaround on most communication. We accommodate video calls across AU, NZ, US, UK, and PH time zones — just book a time that suits you via our Calendly link.
What's included in the Fractional CFO advisory session?
A 90-minute structured review each quarter covering: financial performance vs. prior period, cash flow forecast for the next 13 weeks, key risks and opportunities, and strategic recommendations. Delivered as a recorded video call with a written summary.

Ready to See Your Numbers Clearly?

Book a free 30-minute discovery call — for NDIS providers, property managers, real estate businesses, and SMEs. No obligation, just a straight conversation about your financials.