As an adviser, coach or mentor to small business, you bring valuable insights. You are an expert in your field and your clients get huge value from your input.

But, there’s something missing from your portfolio. And it forms the basis of every successful business.

It’s our job to help you to deliver the missing link to your client in a way that benefits your client, makes you more valuable in their eyes and allows you to choose your level of involvement.

It’s discreet, it’s detailed and it adds another string to your bow without a capital or recurring cost.

And it provides an ongoing reason for a conversation with your client.

Introducing BotBooks Discrete

a discrete bookkeeping and payroll service
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It’s your client, you manage the relationship.

We are registered BAS agents and Professional Certified Bookkeepers. We do the accounting work in the background, we carry the insurance.

Here’s a high level look at how it works:

  • You sign NDA with Accross Business and BotBooks,.
  • We provide web content and links to www.yourcompany.botbooks.com.au
  • We provide a dedicated email address, yourcompany@botbooks.com.au
  • You establish your internal email address, botbooks@yourcomany.com.au
  •  As a part of your discovery process,
      • you determine your client’s bookkeeping and payroll systems and processes,
      • we will help you with a bookkeeping resource assessment,
      • we will help you understand the current costs,
      • we estimate the cost of a BotBooks solution,
      • we determine the extent of the engagement,
      • your financial management fee and final client fee is agreed with BotBooks,
      • you discuss and agree with your client, with our discrete help if appropriate,
      • Appropriate letters of engagement are agreed separately with you and with your client.

Not a franchise. Not a licence.

BotBooks Discrete is managed by you and operated in the background by us. It meets all legislative requirements and provides

  •  a full service bookkeeping and payroll services,

  • BAS lodgement services

  • Single Touch Payroll compliance

  • SGC management

  • daily, weekly, monthly and annual reconcilations

  • Income Tax and FBT coordination

  • historical reporting

  • forecasting based on scenarios

  • and more.

Designed to help you support your client.

Services are tailored to suit the client and can be based upon these a packages or a bespoke solution can be developed.

BotBooks Simple Bookkeeping and Payroll

The Ghost. We are there, but you can’t see us!

A pure cloud based service with your team located within Australia and spread across the time zones:

  • Based primarily on your client’s choice between Xero and QuickBooks Online (other options by design).
  • Time saving cloud based automated accounts and data management tools used extensively, supported by real people.
  • Your team will be led by a nominated Professional Certified Bookkeeper who is required to regularly update skills.
  • All work supervised by a Registered BAS agent to comply with ATO Guidelines.
  • Reconciliations, reports and forecasts daily, weekly or monthly.

No staff absences – there is always an experienced Professional Bookkeeper available to make sure you and your client have your concerns managed “today”.

BotBooks can’t change the world, but we can make a difference.

So you can probably just go to the movies.

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BotBooks Simple Bookkeeping and Payroll

The Shadow. We’re there alongside you, and you can see us in your office or ours!

A hybrid face to face and cloud based service with your team located within Australia and spread across the time zones:

  • Based primarily on your client’s choice between Xero and QuickBooks Online (other options by design).
  • Time saving cloud based automated accounts and data management tools used extensively, supported by real people.
  • Your team will be led by a nominated Professional Certified Bookkeeper who is required to regularly update skills.
  • All work supervised by a Registered BAS agent to comply with ATO Guidelines.
  • Reconciliations, reports and forecasts daily, weekly or monthly.

The negative aspects of staff absences are in the past – our teams approach to your requirements means you and your client have someone with experience on tap every day.

BotBooks can’t change the world, but we can make a difference.

So you can do what you do best.

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How would you like to manage it and what does your clients need?

Let’s discuss

Can I just do it myself?

Legislation controls who is permitted to provide Tax and BAS agent services for a fee.

The Tax Practitioner Board and various professional associations such as the Institute of Certified Bookkeepers provide oversight for all registered agents.

This link to the Tax Practitioner Board website provides a formal overview of the requirements.

BotBooks Discrete provides non BAS agents an avenue to provide financial management services in a suitable partership which complies with TPB requirements.

Registered BAS agent
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