Software Setup & Advisory

Woodridge Insurance Services Pty Ltd

Tony from Woodridge was using another bookkeeper who was making ‘accounting decisions’ without consulting him. Tony needed someone to look after his books and be responsive when he needed something. someone who could work as a Woodridge partner. Tony does not have any time to be concerned with mastering Xero or other such systems, so…

Creative Text Solutions

Susan contacted Sum and Substance because her free accounting program was closing access at the end of the year for non-US/Canada clients and she wanted something that was a little more efficient. Neha listened to what Susan wanted from an accounting software package and didn’t try to sell the whole support package. She set up…

ENB Holistic Counsellor

Elizabeth started her new business ENB Holistic Counsellor and was not sure where to start when it came to bookkeeping. Elizabeth decided to outsource to an expert so that she could concentrate on other aspects of her amazing business. Elizabeth reached out to us and we responded quickly, which Elizabeth appreciated as she likes efficiency….

Element Fire Protection

Based in Warrandyte, Victoria Element Fire Protection is run by Brent and Talei Marriott. They are a young and dynamic team of fire protection engineers, and specialise in fire sprinklers, fire hydrants and fire hoses. They had been using MYOB but found that it wasn’t offering their business what they needed so were looking for…

Little Creatures

Little Creatures is an award winning children’s play centre and party venue located in Balwyn, Melbourne. When Mary purchased the business she had no bookkeeping or accounting support for the business. She sought the help of Sum and Substance because she needed someone fast and reliable to bring her accounting up to speed.  Neha and…

DSV Australia

When Anne Wright from DSV Australia decided that it was time to change to cloud-based job and project management software it was decided to integrate a cloud accounting software at the same time. Anne and DSV engaged Neha and Sum and Substance Bookkeeping and Accounting Services at the recommendation of their accountant. They had recommended…