Reporting and Consulting

Reporting and Consulting

How can we help?

Reporting & consulting is a key element in truly understanding your business. It’s not until you take a step back and look at a profit & loss, balance sheet, or cash flow statement that you can appreciate what is happening in your business and can then adjust day-to-day procedures accordingly, or get the wheels in motion for a growth spurt.

We can provide weekly, monthly, quarterly, 6 monthly or annual reporting. If you need specific information from your business we can organise a report for your analysis, which we’re happy to breakdown and explain in terms everyone can understand.

 

What our clients say

"We use Beam for our security business & restaurant/bar and since moving across to them there has been a huge difference in everything from our Xero file to our monthly reporting. The quality is amazing, each month we get a comprehensive report with insight that not only enables the owners to get a clear view of the business's financial health, but also saves us so much time as the key insights have already been identified and highlighted for us. Being with Beam also saves us money on accounting because our Xero file is in such good order, I can't recommend them enough. If you have a business in the hospitality industry you need to have Beam as your bookkeepers."

Ben Dewson – 5 Sawyers and Holistic

"If you want to grow your business, one of the first steps is to hire a great bookkeeper. Since using Beam team, the quality and timeliness of the financial information has been outstanding. Beam works closely with our external accountant to make sure everyone is on the same page and nothing is missed. Beam has qualifications in accounting that most bookkeepers don't possess which gives them a higher level of expertise. They are always looking for ways or strategies that would benefit the business. Most importantly, they care."

Matthew Tranter

"They spend time at our business premises each month and oversee our day-to-day bookkeeping including payroll and superannuation obligations. The team are great communicators and really understand the importance of meeting deadlines and delivering exceptional customer service. As a retailer, we embrace these characteristics and we are thrilled to have found a supplier who not only understands what drives us but also pushes us to find further improvements in our business.”

N Jordan – Maitland Motorcycles

Xero Me App - Guide for Employees

Does your business use a Xero plan that includes Xero Payroll and/or Xero Expenses?

You could be taking advantage of the Xero Me App with your team.

Here is a free downloadable guide we've created for your Employees on getting started with the Xero Me App!

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