Services

Accounting & Taxation

The Australian Tax office wants business establishments to control and register its financial transactions. Regular reporting leads to appropriate business decisions. Sum & Substance renders you more control on your business, so that you realise the capacity of the business and maximise your profits. We are proud to present an array of accounting and taxation…

Xero training for Business owners

If you choose to look after your own books, we will help make it easy for you. Xero is a beautiful accounting software. Whether you are setting up a Xero file, or just thinking about becoming a Xero user we can tailor training to meet your specific needs. Training Structure: 3 hour intensive one-on-one training…

Training and Webinar

Sum and Substance provides training for business owners and/or their staff. It is totally tailored to suit users of any level because we train people both in a one-on-one situation and in groups. After being professionally trained by our staff business owners have been successfully able to manage their books with minimal supervision, which has…

Virtual CFO

Having complete visibility of the financial status of your business enables you to make educated decisions about the future of your company. This is where a Virtual CFO can add value to your business. Our Virtual CFO service is independent from our bookkeeping services and provides businesses with a wide range of financial, managerial and…

Xero Health check and Clean up

XERO HEALTH CHECK Be sure to take advantage of our Xero health check for a nominal fee of $109 (incl GST). Your file will be reviewed by a CPA and certified Xero consultant to identify issues and provide you with a list of recommendations. You can then either action these yourself or take advantage of…

Phone and Email Support

Sum and Substance are a passionate user and advisor of Xero, the beautiful accounting software. We understand that we all need support from time to time.  You can access our Xero phone and email support through a “Pay As You Go” option using our online calendar or with our fixed Monthly Xero Support Plan. Pay…

Setup, Training & Review

If you choose to look after your own books, we will help make it easy for you. Xero is a beautiful accounting software. Whether you are setting up a Xero file, or just thinking about becoming a Xero user we can tailor training to meet your specific needs. Xero file set up Setting up your…

Small and Medium size business owners

We help manage your accounts and make the process simple for you. In our first meeting we discuss your business and decide how best to run your accounts. In collaboration with you we’ll design a bookkeeping service and reporting structure that meets your needs. We will then assign a bookkeeper who is supported by qualified…

New and Micro Business owners

We recognise that the initial life of any new business is critical, with the majority of start up failures occurring within the first year. Most business owners are passionate about the operational side of their business, however, they can lack the knowledge or skills for bookkeeping and managing their financials. Being on top of your…

Payroll

Payroll is an imperative part of people management in any organisation. Not only is it time consuming, it is often complicated and daunting. From timesheets, pay slips and maintaining records of leave to regular payments and superannuation, payroll can give a business owner an onset of unexpected challenges.  It is a complex task that is…