Services

New and Micro Business owners

The initial life of a 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 accounts demonstrates your financial…

Xero training for Business owners

If you choose to look after your own books, we can tailor training to meet your specific needs. Our proven training method will teach you how to manage your own books, reducing your business accounting costs significantly. Training Structure: Three-hour intensive one-on-one training on Xero accounting software, customised to your business needs Complimentary bookkeeping/accounting checklists…

Xero Health check and Clean up

XERO HEALTH CHECK 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. We look for errors and inconsistences, and recommend ways to improve the function of…

Virtual CFO

With Sum and Substance’s Virtual CFO service, you can have all the benefits of an internal CFO and financial team – without the cost! Our Virtual CFO service provides businesses with a wide range of financial, managerial and operational solutions tailored specifically to your requirements. Our expert, cost-effective Virtual CFO services include: • budgeting and…

Training and Webinar

Sum and Substance provides training for business owners and/or their staff. It is totally to suit users at any level. because we train people both one-to-one and in groups. Our professional training is totally customised to the needs of your business on various accounting, including Xero, MYOB, QuickBooks and Microsoft Excel. Depending on the package…

Small and medium size business owners

Our team manages your accounts so you can be free to run your business. 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…

Setup, Training & Review

If you choose to look after your own books, we can make it easy for you. 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 accounts in Xero includes: chart of accounts bank…

Phone and Email Support

Sum and Substance is a trusted advisor of Xero, a beautiful accounting software system. You can access our Xero phone and email support through a ‘pay as you go’ option or through our fixed monthly Xero support plan. Pay As You Go: Book online using our online calendar below. (Please note: the timings are based…

Payroll

From timesheets, pay slips and maintaining records of leave to regular payments and superannuation, payroll can often be a real challenge for business owners. It is a complex task that is best handled by a professional, efficient and experienced payroll service provider. Sum and Substance offers a diligent and meticulous service tailored to your needs….

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…