1300 817 233
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FOR AUSTRALIAN BUSINESS OWNERS

A finance team you can trust, ready from day one.

If your week still ends with invoices, receipts and “I’ll look at the numbers later”, there’s a better way to run the finance side of your business. Bookkeepy gives you a Chartered Accountant-led finance team for One Fixed Monthly Fee, so your numbers stay current and your decisions stay sharp.

BOOK A FREE CONSULTATION
See How It Works
BEFOREBooks after hours9:47 pm$$!WITH BOOKKEEPYYour finance teamBookkeeperPayrollAccountant (CA)Books up to dateBAS & payroll handledNumbers ready monthlyONE FIXEDMONTHLY FEEDay 1 ready
SOUND FAMILIAR?

You built the business. The finance side grew with it.

Somewhere between your first customer and today, the numbers quietly became a second job. Quoting without knowing the true margin. Waiting until tax time to see how the year went.

An outsourced finance team is a qualified team that runs your finance function remotely, for one fixed monthly fee.

A QUICK SELF-CHECK

You may be ready for a finance team if…

You do the books after hours, or keep meaning to

You’d like to know your true profit before making a big call

You want a finance cost you can plan the year around

You’d love your evenings and weekends back

Ticked two or more? That’s usually the moment owners make the move.

OUR TRACK RECORD

The standard behind our clients’ confidence.

Three commitments we measure ourselves against, every month.

100%

Client satisfaction

100%

Commitments met

100%

Replies within one business day

WHY BOOKKEEPY

The expertise of a finance department. The simplicity of one monthly fee.

Three reasons Australian owners choose Bookkeepy as their finance team.

Chartered Accountant-led

Workflows designed by a Chartered Accountant, and work that matches the standard you set for your business.

A team, never a single hire

Consistent support through holidays, growth and busy seasons, working hand in hand with your tax accountant.

Australian and responsive

A Melbourne-based team, a 24/7 client portal, and every message answered within one business day.

YOUR OPTIONS

Four ways to get your finances handled, side by side.

Each option has its place. Here’s how they compare on the things owners tell us matter most.
OPTION 1

In-house hire

Qualifications
Depends on who you hire

Location
On site, in your office

Continuity
Planned around leave and turnover

Pricing
Salary, super and on-costs

Your role
You recruit, train and supervise

OPTION 2

Freelance bookkeeper

Qualifications
Varies by individual

Location
Usually local

Continuity
Tied to one person’s availability

Pricing
Often hourly

Your role
You coordinate the work

OPTION 3

Offshore provider

Qualifications
Varies by provider

Location
Overseas time zones

Continuity
Team-based

Pricing
Hourly or package rates

Your role
You brief and review the work

THE BOOKKEEPY WAY

Bookkeepy

Qualifications
Chartered Accountant-led

Location
Melbourne-based, Australia-wide

Continuity
A dedicated team, all year round

Pricing
One fixed monthly fee

Your role
Managed for you, replies within one business day

PRICING

One fixed monthly fee. Complete clarity on what you invest.

Our pricing rests on a simple principle: you should know exactly what your finance team costs before the month begins.
 

HOW PRICING WORKS

Monthly Fixed Fee

A single agreed fee for your entire finance team, set before we begin and reviewed together as your business evolves. You plan the year with confidence, and every invoice matches the one before it.

Agreed before we begin

Consistent every month

Reviewed together as you grow

Budget-Friendly

Qualified, Chartered Accountant-led capability, priced for growing Australian businesses.

OUR PROMISE

No Surprises. No Hidden Costs.

The fee you agree is the fee you see. If your needs change, the conversation always comes first.

Tailored to Each Client

Shaped around your business and the level of support you want, then refined as you grow.

GET YOUR FIXED-FEE PROPOSAL
CALL 1300 817 233
Tell us about your business. We’ll reply within one business day.
CLIENT STORIES

What changes when Bookkeepy joins the team.

A featured client, followed by four situations we help Australian business owners with.

★ FEATURED CLIENT · MEDIUM BUSINESS

Three sites, three states, one finance team.

A growing medium-sized business operating across three states needed the depth of a full finance department without building one in each location.

Bookkeepy became that team: one point of contact, consistent numbers across every site, and a team on call whenever the owners need answers.

3

Sites across three states, managed as one

50%

The cost of an internal finance team

1

Outsourced finance team, always on call

01PROFITABILITY

Seeing the true profit of every event, job and client

BEFORE

An events business recorded all income and costs in one combined set of books. Revenue looked strong, but profit by event, client or project was out of view.

WHAT CHANGED WITH BOOKKEEPY

✓  Profit and loss tracked by event, project and client
✓  Every cost allocated to the job it belongs to
✓  Staff commission calculated on real, project-level results

THE RESULT

Pricing and project decisions are now based on true margins, and the most profitable work gets the focus it deserves.

02CASH FLOW

From bank balance to a true picture of cash and profit

BEFORE

A trades business caught up on its books only as deadlines approached, so the bank balance became the day-to-day guide.

WHAT CHANGED WITH BOOKKEEPY

✓  Books kept current, week by week
✓  A clear view of money owed to and by the business
✓  GST, PAYG and super set aside visibly in the numbers

THE RESULT

Spending and investment decisions are made on real profit, with complete confidence in the cash position.

03SUPPLIER PAYMENTS

Every supplier paid correctly, on time, every time

BEFORE

A retail business paid suppliers from monthly statements and reminder letters, without matching each payment to its original invoice.

WHAT CHANGED WITH BOOKKEEPY

✓  Every invoice checked and approved before payment
✓  Supplier statements reconciled against the business’s own records
✓  Scheduled payment runs, planned around cash flow

THE RESULT

Suppliers receive the right amount at the right time, and the business’s strong credit standing supports its growth.

04PAYROLL COMPLIANCE

Payroll that meets every obligation, every pay run

BEFORE

A hospitality business with a large casual team ran payroll in-house and paid super quarterly.

WHAT CHANGED WITH BOOKKEEPY

✓  Single Touch Payroll reported with every pay run
✓  Super paid in line with Payday Super timing
✓  Pay rates, leave and payroll records kept accurate

THE RESULT

Every obligation is met on time, staff are paid correctly, and the business stays clear of ATO interest and penalties.

Client details have been generalised to protect confidentiality.
BOOK YOUR FREE CONSULTATION
CALL 1300 817 233
Recognise your business in one of these? Let’s talk about what we’d do for you.
WHAT HAPPENS NEXT

From first conversation to a finance team you can count on.

Getting started is designed to be easy, so the benefits begin sooner.
01

Book your free consultation

Tell us where the business is heading. We’ll reply within one business day.

02

Your plan and fixed fee

You receive a tailored recommendation and one monthly fee, agreed before anything begins.

03

A seamless handover

We guide the transition alongside you and set up your secure client portal, so you can follow every step.

YOUR QUESTIONS

Questions owners ask before they say yes.

Choosing a finance partner deserves careful thought. Here are clear, honest answers.
Will I stay in control of my finances?
Completely. Your business owns its accounts and software, and you can see your numbers whenever you choose. With a dedicated team keeping you informed through your client portal, you’ll feel more in control than ever.
Can’t I just manage it myself in Xero?
Xero is an excellent tool, and we’re a Xero Gold Partner. Software records the transactions; a finance team makes sure they’re right, explains what they mean and keeps the business compliant. The two work best together.
Will you work with my tax accountant?
Yes. We work hand in hand with your tax accountant, so their strategies are put into action straight away, with complete clarity on both sides.
How is my financial information kept confidential?
Confidentiality is fundamental to how we work. Your information is handled by our Australian team on established, secure cloud platforms, and only by the people who need it.
How does pricing work?
One fixed monthly fee, agreed upfront and tailored to your business. If your needs evolve, we talk it through together before anything changes.
YOUR NEXT STEP

Your business, with a finance team behind it.

Book a free, no-obligation consultation. We’ll reply within one business day, take the time to understand where your business is heading, and show you exactly what having Bookkeepy as your finance team would look like, with a tailored, fixed-fee proposal.
BOOK YOUR FREE CONSULTATION
CALL 1300 817 233
Bookkeepy
Tax Practitioners Board Registered BAS Agent, Chartered Accountants ANZ and Xero Gold Partner

You mind the business.
We’ll mind the books.

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Industries Served

Education
Gym & Fitness
Hospitality
Medical & Healthcare
Professional Services
Real Estate & Property
Retail, Wholesale & E-commerce
Trades & Construction

Head Office & Contact

Level 1, 268 Canterbury Road, Surrey Hills VIC 3127, Australia

enquiries@bookkeepy.com.au

1300 817 233

Bookkeepy Pty Ltd · ABN 49 690 593 938.