Agile Bookkeeping Solutions

Agile Bookkeeping Solutions: bookkeeping for small businesses in Melbourne

Agile Bookkeeping Solutions is a Melbourne-based bookkeeping firm that presents itself as a registered BAS agent, which allows it to provide Business Activity Statement (BAS) and Instalment Activity Statement (IAS) services to the Australian Taxation Office (ATO). The company focuses on small businesses, start-ups and medium-sized companies.

Its proposition is based on an outsourced service covering the full accounting cycle, from recording transactions to preparing financial reports and closing the financial year. The firm states that it has a team of certified public accountants (CPAs) and works with up-to-date technology to manage its clients' needs.

Accounts payable and receivable services

The firm breaks down its offering into several areas. In accounts payable and receivable, Agile Bookkeeping Solutions handles the recording of debtor and creditor invoices, supplier payments, reconciliation of outstanding balances and follow-up of overdue invoices. The stated aim is to maintain good supplier relationships and improve cash flow through fast invoicing and timely collection.

Bank reconciliations and tax lodgements

The company automates bank reconciliations and carries them out regularly, not only at month-end. This service includes reconciliation of credit cards, PAYG control accounts, staff superannuation, GST and loan accounts, including inter-company accounts.

As a registered BAS agent, it prepares and lodges BAS and IAS statements, both monthly and quarterly, ensuring compliance with ATO obligations. It also offers ABN registration services, GST or PAYG withholding registration, TFN declaration lodgement, and creation and submission of superannuation contributions through the ATO clearing house.

Payroll and employment management

The payroll service covers full processing of staff payments, on a weekly, fortnightly or monthly basis, management of leave and absences, calculation of deductions and transfer of funds to employee accounts. The firm handles reporting through Single Touch Payroll (STP) enabled software, communication of tax file numbers (TFN) to the ATO and management of superannuation contributions. It also offers STP setup and preparation of TPAR reports.

Data conversion and end of financial year

Agile Bookkeeping Solutions converts manual systems to accounting software, in order to reduce errors and streamline the recording cycle. It offers online data entry, from legal documents, images or insurance claims, as well as data mining and warehousing services. For the end of the financial year, it prepares checklists and supports the client through the closing of the books.

The firm also handles the preparation of financial reports, monthly or quarterly reports, WorkCover calculations and lodgement, and coordination with accountants and solicitors when necessary.

Client profile and service approach

The company targets small business owners, entrepreneurs and growing businesses. Among the advantages it highlights are customised packages to avoid unnecessary expenses, transparent pricing — mostly fixed fees — and accessibility for clients who live or work in Melbourne. The firm presents itself as a proactive partner that seeks to free business owners from the administrative burden so they can focus on their business.

Frequently asked questions about its services

In its FAQ section, the company clarifies that a BAS agent is a person or entity registered with the Tax Practitioners Board (TPB) who can provide BAS services, and that a bookkeeper cannot offer them without that registration. It details that its duties as a BAS agent include reviewing transaction coding to correctly classify income and expenses, verifying the tax treatment of GST, implementing new accounting or payroll systems, applying for an ABN, registering for GST or PAYG, lodging TFN declarations and managing superannuation contributions. It also explains that a profit and loss statement is a summary of the company's financial performance over a given period, which can be generated monthly, quarterly or annually.

Location and contact

Phone: 1300 407 028 · Email: info@agilebooks.com.au