Bookkeeping Services
You grow the business.
We manage the books.
The “books” are a record of your business’s financial transactions. Put your bookkeeping on auto pilot and work on the stuff that drives your business forward.
What we can do for You
Document Management
Find your drawer full of papers or desk piled high with files?
We can help you to set up a well-organised filling system for easy identification and retrieval of documents, be it physical or digital. Let’s end the clutter once and for all!
Setup of Accounting System
- Set up a new accounting system
- Migrate from other software to Xero (Move your business online!)
- Set up or import database for customers, suppliers, employees and stock items
- Customise chart of accounts and reporting templates
- Customise invoice, credit note, purchase order, quotation templates
Data Entry
Enter business transactions into accounting software in a timely and structured manner.
Reconciliations
Reconcile bank statements, credit card statements, supplier statements, intercompany accounts etc
Closing
Closing your books at frequent intervals gives you consistent reporting to obtain a clear snapshot of where your business stands and how your business is performing. It helps to anticipate issues before they arise (eg. cash flow issue) and provide timely information to make sound business decisions.
If necessary, we can prepare management reporting and analysis to turn your financial data into actionable business insights to track KPIs.
How our Bookkeeping service works
Our bookkeeping work flow is as simple as 1-2-3!
STEP
1
Meet your dedicated bookkeeping expert
Your dedicated bookkeeper will get you onboarded, learn the ins-and-outs of your business and gather everything they need from you.
STEP
2
Send us your documents
You can send us documents digitally (via email, WhatsApp, Dropbox etc) or we can arrange a pick-up from you. Rest assured, we’ll keep your books clean and up to date.
STEP
3
Get your financial reports
Balance sheet, income statement, cash flow, debtor/creditor aging and so on – we deliver the reports you need. These information is essential for you to monitor business performance, plan ahead and make informed decisions.
STEP
4
Add tax or other business services
Need more services beyond bookkeeping? Invoicing customers, preparing payments, payroll, tax, audit… we offer flexible solutions that scale with your needs!
What you get with Credo
One-on-one Support
Upset with current bookkeeper’s service? They are not responsive to your questions or concerns? Unable to give you useful advice?
Credo gives you a dedicated bookkeeper supported by a team of in-house experts. We’re here to take tedious financial admin and bookkeeping stress off your plate—for good. We give proactive advice and make sure your accounts are in good hands.
Hassle-free bookkeeping
Send us your documents in whatever format is easiest for you, and we do the rest – assign categories, accounts, and link them to transactions.
Up-to-date books
Applying for a loan? Annual tax filings? No need to panic. We keep your books up to date year-round, so you always have accurate financials ready to go. Plus, no more worries about missing filing deadlines.
Concise Financial Reporting
With our reliable and intuitive financial reports, you can easily understand how your business is doing, master your spending, and make impactful decisions.
More hours in your day
You can’t afford to get bogged down in bookkeeping. Doing your own bookkeeping can take up to 10 hours each week (or more) when you don’t have the right skills or right people. Free up some precious time and let us take over the bookkeeping.
Accounting Packages
Each plan includes everything you basically need,
a dedicated team + professional support + accurate bookkeeping.
