Know what the records are saying.
Peter helps keep transactions, reconciliations and month-end records organised so the owner can make decisions and the accountant receives a clearer hand-off.
What this can include
Clear, repeatable record keeping.
The exact scope depends on the systems, transaction volume and the condition of the records when Peter starts.
- Transaction processing and coding within the agreed scope
- Bank and card reconciliation
- Catch-up and clean-up work after a backlog
- Month-end checks and accountant-ready records
- Xero and QuickBooks support
Scope note: SingularCo does not present this page as tax advice or BAS-agent registration. Where an accountant or registered specialist needs to review or lodge work, Peter will make that boundary clear.