The Baldivis Bookie

The Baldivis Bookie Welcome to the finance and business administration world! You've come to the right place, let's see how we can help!

What We’ve Uncovered in Xero Files This Week (and it’s not pretty!)This past week, we’ve spotted some big problems in cl...
06/05/2025

What We’ve Uncovered in Xero Files This Week (and it’s not pretty!)

This past week, we’ve spotted some big problems in client files that could be costing businesses time and money:

• Missed loan interest claims — accountants skipping the interest expense on vehicle loans over the past two years. Why leave money behind?

• Unreconciled bank accounts — BAS and tax returns lodged without checking the bank recs. That’s a fast track to ATO trouble.

• Accountants or BAS agents listing themselves as your company secretary — seriously, this should not be happening! They don’t need an official title in your business just because they set up the company.

We’re not just BAS Agents — we’re also registered ASIC Agents, which means we know how to keep your company records clean, compliant, and bulletproof.

Want peace of mind? DM us now to book your $99 Xero health check — we’ll help you spot errors before they cost you.

Won a SS coffee cup by getting a hole in 1 🙌🙌 Conference day 1!
10/10/2024

Won a SS coffee cup by getting a hole in 1 🙌🙌
Conference day 1!


An amazing review from Sam Shepheard @ RS Decals!Our Xero Training sessions are customisable to your pain points with th...
12/07/2024

An amazing review from Sam Shepheard @ RS Decals!

Our Xero Training sessions are customisable to your pain points with the software.
We offer 1 on 1 sessions as well as multiple trainees. Our 1 on 1 sessions can be booked @ www.thebaldivisbookie.com.au.

Look, one thing that we just aren't good at - our social media presence. Our last post November 2023 and that was outsou...
10/07/2024

Look, one thing that we just aren't good at - our social media presence.
Our last post November 2023 and that was outsourced!

It's okay to not understand some aspects of business.

What we do understand - BAS and EOFY.
Whether it's regular bookkeeping or you've let it go and you need to be rescued - we're still here, stronger than ever!

✨Real Client Stories✨8 BAS OVERDUE IN A 2 YEAR PERIOD 😭We believe in real stories that showcase the triumphs of our clie...
26/11/2023

✨Real Client Stories✨8 BAS OVERDUE IN A 2 YEAR PERIOD 😭

We believe in real stories that showcase the triumphs of our clients. Today, we bring you the Amnesty Edition, where we shed light on a client who overcame the challenges of overdue BAS and neglected bookkeeping. For privacy reasons, we'll refer to her as Jane Doe.

Jane approached us with a pressing issue – she had accumulated 8 overdue Business Activity Statements (BAS), spanning a daunting 24 months. To make matters worse, her bookkeeping was in disarray. The weight of shame and frustration had kept her from addressing the problem, creating a cycle that seemed difficult to break.

1️⃣BREAKING THE CYCLE OF SHAME AND FRUSTRATION
Jane's story is not uncommon. Many clients find themselves in similar situations, overwhelmed by the guilt associated with financial neglect. However, at Baldivis Bookie, we understand that these challenges are part of the journey. Our approach is rooted in empathy and assistance rather than judgment.

2️⃣OUR APPROACH: NO JUDGEMENT, JUST HELP
We embarked on Jane's journey with a commitment to providing support, not passing judgment.
Our first step was to tirelessly to rescue her bookkeeping, followed by lodging her overdue BAS’, ensuring that she could start afresh.

3️⃣THE OUTCCOME: RESTORED ONFIDENCE AND FINANCIAL STABILITY
Through collaboration and understanding, we successfully turned Jane's situation around. Her bookkeeping was meticulously brought up to date, her BAS was lodged, and she didn't get penalised by the ATO.

The relief and gratitude she expressed highlighted the transformative power of seeking assistance without fear of judgment.

If you find yourself in a situation similar to Jane's, battling shame or guilt, remember – you're not alone.

These challenges are more common than you think, and seeking help is the first step towards resolution. Don't let shame or guilt hinder your progress. Reach out to us, and let's work together to get you back on track!

Many small business owners, despite their best efforts, grapple with the ambiguity of their financial situation 🤷‍♀️Ques...
20/11/2023

Many small business owners, despite their best efforts, grapple with the ambiguity of their financial situation 🤷‍♀️

Questions linger... 🫤

How much profit is the business truly making? 🤔
Where is the money going? 🫣
Why does it feel like the bottom line doesn't reflect the effort being poured into my small business? 😴

Our rescue bookkeeping service helps to bring clarity to these uncertainties, allowing you to make informed decisions that align with your business goals.

Whether it's expanding operations, investing in new ventures, or optimising expenses, rescue bookkeeping empowers you to navigate your business with confidence.

If you can relate, send us a message
"rescue bookkeeping" to see how we can help to answer your lingering questions!

📢🫠ARE YOU DROWNING IN OVERDUE INCOME TAX RETURNS OR BUSINESS ACTIVITY STATEMENTS?🫠📢That were supposed to be submitted be...
19/11/2023

📢🫠ARE YOU DROWNING IN OVERDUE INCOME TAX RETURNS OR BUSINESS ACTIVITY STATEMENTS?🫠📢

That were supposed to be submitted between 1 Dec 2019 & 28 Feb 2022?⏰

The amnesty covers overdue forms, specifically income tax returns and business activity statements that were due between 1 December 2019 to 28 February 2022.⏳

The aim of the amnesty is to provide relief to small business owners struggling to catch up on their tax obligations🧯

This is a golden opportunity for us to help you catch up on your tax responsibilities without the burden of additional financial penalties from the ATO!🫶

Send us a message "overdue BAS".

From here, we will determine if you are eligible, and if you are, we can help you to get back on track!

⁉️WHAT IS RESCUE BOOKKEEPING⁉️🤔Rescue bookkeeping is our most common service, so if you feel like your books need rescui...
13/11/2023

⁉️WHAT IS RESCUE BOOKKEEPING⁉️🤔

Rescue bookkeeping is our most common service, so if you feel like your books need rescuing by a professional - you are not alone! 🫶

✍️This service involves a meticulous review, organisation, and correction of financial records that may be in disarray.

The goal is to bring order to chaos, rectify inaccuracies and establish a solid foundation for sound financial management ✅

By investing in our rescue bookkeeping services, you're not only addressing current challenges but also laying the groundwork for a financially resilient and thriving business 🙌

If the world of finance has you feeling lost, send us a message "rescue bookkeeping", and with our help, we can guide you towards a financially secure future! 💌

📚✨Attention all business owners! Are BAS deadlines stressing you out? We've got fantastic news for you!📚✨At The Baldivis...
27/09/2023

📚✨Attention all business owners! Are BAS deadlines stressing you out? We've got fantastic news for you!📚✨

At The Baldivis Bookie, we are here to make your life easier. When you choose us to handle your BAS lodgment, you get an amazing 4-week extension!

📅That's right - extra time to focus on what you do best while we take care of your financial needs💰

Why worry about the paperwork and deadlines when you can trust us?

🤝 Our experienced small, close knit team ensures accurate and timely lodgements, giving you peace of mind, and more time! 💼👩‍💼

Say goodbye to last-minute rushes and penalties!

Ready to take advantage of this offer? Contact us today to get started and experience the difference! 📩💬

ALWAYS FORGETTING TO SAVE YOUR RECEIPTS? DOES BAS OR TAX TIME COME AROUND AND YOU HAVE MANAGED TO LOSE HALF OF THEM, OR ...
14/09/2023

ALWAYS FORGETTING TO SAVE YOUR RECEIPTS?

DOES BAS OR TAX TIME COME AROUND AND YOU HAVE MANAGED TO LOSE HALF OF THEM, OR SPEND HOURS SEARCHING FOR THEM??

Tonight, we want to share a powerful combo that's been a game-changer for our business and our clients: Xero and Hubdoc! 🚀

🔍 Xero: This cloud-based accounting software is a true superstar. From managing finances to handling payroll, it's got you covered. But wait, there's more! 🌟

💼 Hubdoc: Do you struggle with organising receipts and documents? Hubdoc swoops in to save the day! 📑 It's a cloud-based receipt bank that seamlessly integrates with Xero, and here's the best part: it's included for FREE with any Xero subscription! 🆓

Say goodbye to piles of paper and hello to streamlined bookkeeping! 💪💼

Whether you're a small business owner or a financial guru, this combo is a game-changer.

Tag your accounting-savvy friends and let them in on this winning pair. 📢 And if you've got any questions about making the switch, drop me a DM! 📩 Let's simplify your financial journey together. 📈

❌WHEN THE NUMBERS DON'T ADD UP! ❌Real client stories, real solutions ✅❌THE PROBLEM:Our rescue client had never used an a...
13/09/2023

❌WHEN THE NUMBERS DON'T ADD UP! ❌

Real client stories, real solutions ✅

❌THE PROBLEM:

Our rescue client had never used an accounting program, so we set up her up with Xero Accounting software✅

The problem was that the payouts from Paypal were not matching with any Paypal transactions coming into the bank account...🤨

After some digging within Paypal, we found 5 different currency payments being received which were all displayed as the appropriate currency in Paypal however only in AUD in the bank account...🤯

✅THE SOLUTION:
To fix the issue, we had to create a currency clearing account per currency and set up currencies within Xero to be able to exchange for each date the transactions took place.

This required complex problem solving skills and knowledge of which financial reports to extract from Paypal.

THE KEY TAKE AWAY MESSAGE...✍️
In the above example, if the client didn’t have the knowledge of how to treat multi currency transactions.

This should be outsourced to a professional. Nine times out of ten, it is much harder to fix errors to do multi currency than it is to do it correct from the start.

A prime example for why a bookkeeper is a smart business choice!

LETS TALK BAS! 📈💰Are you registered for GST, or about to register for GST? This is what you need to know, so you are equ...
05/09/2023

LETS TALK BAS! 📈💰

Are you registered for GST, or about to register for GST? This is what you need to know, so you are equiped with the knowledge, we all know how confusing GST and tax can be!

What is a BAS Service?
👉Payroll, including superannuation
👉Interpretation of a GST item
👉Recoding a GST item
👉Lodgement of the BAS with the Australian Tax Office.

It is important to understand that a BAS Agent has rules and regulations to abide by, and must maintain the appropriate level of PI Insurance!

Our registrations (and BAS Agent Registrations in general, require the following
👉Cert 4 in accounting
👉1400 hours practical BAS service experience
👉Professional indemnity insurance

Why is this important?🤯
Because it is safer for you, as a GST registered business, to choose a BAS agent rather than an unregistered bookkeeper, to ensure your BAS is done CORRECTLY!

At the Baldivis Bookie, we are registered BAS agents!

All BAS and Tax agents can be found on the TPB website, and if you are unsure, you can search the publicly available TBP list.

Let us know if you found this helpful, and send us a message with any questions or help with your BAS!

Address

Baldivis, WA
6171

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 8am - 11am

Telephone

+61414802286

Website

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