How we work.
Clear, practical bookkeeping support—without the jargon or guessing. Here is what working together looks like, from your first conversation through to ongoing support.
WHAT TO EXPECT
Getting started is straightforward
Discovery call
01
A 15–20 minute, no-obligation conversation about your business, software, current records and bookkeeping needs.
Tailored proposal
02
I’ll recommend the right support and provide clear pricing, so you know exactly what is included before we begin.
Set up & support
03
Once the essentials are in place, I’ll guide you through the handover and keep your bookkeeping organised and on track.
The details, made clear
Have another question? Get in touch and I’ll be happy to help.
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Xero, primarily. I also work across other industry software depending on the client, and I pick up new platforms quickly if you're on something specific.
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Depends on the service — bookkeeping, payroll, BAS lodgement, or a mix. On the discovery call we'll map out exactly what you need so there's no guessing at scope later.
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Yes - everything's cloud-based, so I currently work with clients across Qld, NSW and ACT in the same way I would if they were just down the road.
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Sole traders through to small teams with payroll. Every business is different, so we'll map out exactly what you need on the discovery call to make sure it's the right fit.
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Most ongoing clients pay a fixed monthly fee, quoted after your free discovery call — so you know exactly what to budget for, with no surprises. Once-off or project work is quoted separately based on scope.
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Email for anything that needs a record, phone for anything that needs a quick answer. I'll ask your preference on the discovery call and we'll set the pattern from day one.
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What went wrong, and what's still outstanding. That's the single most useful thing you can tell me before we start — it shapes how I approach the handover and what I check first. Every client's compliance dates and recurring tasks then run through a structured system with built-in checks, so once you're set up, nothing relies on memory or slips through the cracks.
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15–20 minutes, no obligation. We go through your current software and data, what you need help with, your business structure, and rough transaction volume. By the end you'll know whether it's a fit, and so will I.
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Access to your accounting software, and a rough picture of where things currently stand. Once we've completed the statutory requirements — proof of identity, engagement letter, and the necessary authorities — you'll be up and running quickly. I'll guide you through each step so it's straightforward on your end.
Are you insured?
Yes. I hold professional indemnity insurance, as required for registered BAS agents.
Are you registered?
Yes. Slade Bookkeeping is a Registered BAS Agent, registration number 26225603, with the Tax Practitioners Board.