Sum Total Bookkeeping

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Sum Total Bookkeeping

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03/09/2026

Bookkeeping is one of those tasks that gets easier to put off the busier your business gets.

If your books are behind, transactions need categorising or your accounts haven’t been reconciled, we can help get everything cleaned up and back on track.

You focus on running your business. We’ll focus on the books.

Ready for clean, organised books every month?

Book a call using the link in our profile or comment “books” below to learn more about our services.

02/09/2026

Mark these important key dates for September.

Save this post for later and follow us for more practical money, bookkeeping and business tax tips.

01/09/2026

We’re almost through Q1 of the financial year, making September a great time to refresh your business finances, check your progress and make sure you’re on track for the months ahead.

This month, take time to:

- Review your August numbers
- Get your books up to date
- Review your revenue and profit goals
- Check your cash flow
- Prepare for upcoming BAS, super and other obligations

What’s one business goal you’re working toward this September?

28/08/2026

You may have noticed a few new AI features when reconciling your bank transactions in Xero.

Here's what you need to know:

- Match means the transaction already exists in Xero. You're simply matching it to the bank statement line.

- Categorise means Xero is creating a new transaction and suggesting which account it should be coded to.

- AI can suggest matches and categories to help speed up your bookkeeping, but suggestions aren't always correct and should always be reviewed before accepting.

- It's still important to regularly review your reconciled transactions to make sure everything has been coded correctly.

Think of AI as your bookkeeping assistant. It helps you work faster, but you're still responsible for keeping your books accurate.

Ready to spend less time on bookkeeping and more time growing your business?

Book a call using the link in our profile or comment "books" below to learn more about how we can help.

27/08/2026

Two businesses can earn the same revenue and have completely different financial outcomes.

That's because revenue alone doesn't determine the financial health of a business. Cash flow does.

Cash-rich business:
- Knows its numbers
- Plans ahead
- Monitors cash flow
- Makes data driven decisions

Cash-poor business:
- Delays important decisions
- Doesn't review financial reports
- Falls behind on bookkeeping
- Doesn't know where the money is going

Want to improve your cash flow and make smarter financial decisions?

Book a call using the link in our profile or comment "books" below to learn more about our services.

26/08/2026

Happy International Dog Day!

Today we're celebrating our loyal companions and best friends.

Drop a photo of your dog or share their name in the comments below!

25/08/2026

Happy Love My Accountant Day!

Today we're celebrating the accountants who work behind the scenes to help businesses thrive!

Tag an accountant who deserves a big thank you today!

24/08/2026

Balances in accounts like Uncategorised Income, Uncategorised Expense or Uncategorised Asset usually mean there's a transaction that needs your attention.

Here's what to do:

- Run the Account Transactions report for the uncategorised account.

- Review each transaction to identify the correct customer, supplier or bank activity.

- Recode the transaction to the correct income, expense, asset, liability or equity account.

- Reconcile your bank account and review your financial reports to make sure everything is accurate.

These issues are more common than you think, and they can affect your Profit & Loss, Balance Sheet and the accuracy of your tax return.

That's why it's important to review and clean up your books regularly.

Have questions? Drop them in the comments below.

Save this post for later and follow for more practical bookkeeping, business and money tips to help keep your business finances organised.

23/08/2026

1. We keep your books organised so you always know where your business stands.

2. We help you monitor cash flow so you can plan ahead and avoid surprises.

3. We prepare accurate financial reports so you can make informed business decisions with confidence.

4. We keep you tax ready by maintaining accurate, up to date financial records throughout the year.

5. We prepare lender ready financials when you're applying for a business loan or financing.

6. We save you time and reduce stress so you can focus on growing your business instead of managing your books.

Ready to spend less time on your business finances and more time running your business?

Book a call using the link in our profile, or comment "books" below to learn more about our services.

22/08/2026

Before August ends, check off these 5 financial tasks for your business.

Swipe left to learn what they are and why they matter.

Ready for clean books, better cash flow and less financial stress?

Book a call using the link in our profile or comment "books" below to learn more about our services.

Address

Perth, WA

Website

http://www.sumtotalbookkeeping.com.au/

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