What we can provide you with...
A team of 5 qualified advisors (accountants and bookkeepers) taking care of the financial aspects of your business.
XERO AWARDS AUSTRALIA
Working with a professional & fully equiped advisory firm has so many benefits.
When you work with us we will set you up with the best tools on the market to run the financial side of your business.
We are committed 100% to your success because, we care!
Our team are dedicated to providing you with the best service experience, as we are passionate about helping small business succeed and to help you achieve your goals.
Need to know more? Well, our core values are simple… STRONG, but simple…
innovation - community - champion
- challenge - human
What we can provide you with...
Trusted advisors so you can have the piece of mind to step away from the business.
What we can provide you with...
Critical and unbiased analysis of the business performance.
What we can provide you with...
Access to researched and expertly presented reports and analytics.
What we can provide you with...
Segregation of duties.
What we can provide you with...
Small business expertise.
What we can provide you with...
Reduction of accounting fees.
Whether you're local, big or small business, Alluvia Financial can help you discover your financial richness. From bookkeeping to business advisory, we're taking care of business!
We offer four main packages based on the individual needs of you and your business.
After an initial consultation to discover the objectives of working together, Alluvia will tailor these packages specifically to you and your goals.
no. 1
VISIBILITY
Compliance bookkeeping functions such as Payroll, Superannuation, Bank Reconciliation, Accounts Payable, Accounts Receivable, Payroll Tax, Single-Touch Payroll & BAS
A monthly reporting package outlining the business performance
Debt & Accounts Receivable management
Includes subscriptions to accounting efficiency apps such as Xero & Receipt Bank
Unlimited access to the team via email and phone
no. 2
Success
(most popular)
Compliance bookkeeping functions such as Payroll, Superannuation, Bank Reconciliation, Accounts Payable, Accounts Receivable, Payroll Tax, Single-Touch Payroll & BAS
A monthly reporting package outlining the business performance
Debt & Accounts Receivable management
A four part Financial Literacy Training program
Preparation of an annual Budget to meet the performance targets of the business
A quarterly Business Success Review to discuss the reports and determine what actions need to be taken
Includes subscriptions to accounting efficiency apps such as Xero & Receipt Bank
Unlimited access to the team via email and phone
no. 3
Freedom
Compliance bookkeeping functions such as Payroll, Superannuation, Bank Reconciliation, Accounts Payable, Accounts Receivable, Payroll Tax, Single-Touch Payroll & BAS
A monthly reporting packageoutlining the business performance
Debt & Accounts Receivable management
A four part Financial Literacy Training program
Business Blueprint
Preparation of an annual Budget to meet the performance targets of the business
A monthly Business Success Review to discuss the reports and determine what actions need to be taken
Development and monitoring of industry specific KPI and success metrics
Cashflow forecasting
Includes subscriptions to accounting efficiency apps such as Xero & Receipt Bank
Unlimited access to the Jo via email and phone
no. 4
Business
Blueprint
A deep dive into your business operations to reveal the problems areas and potential financial and efficiency leakages.
Initial discussion to discover the problem areas of the business and personal, business and financial goals
Onsite business system evaluation with key stakeholders
Supplier review
Staff review (includes rostering, training, staff mix)
Workflow review
On conclusion of the review, we will prepare a report on our findings and recommendations on how to improve your business systems so you can have the business of your dreams.
After something that will be
tailored to you?
We’re ready to help anyone we can, from start-up through to an established business.
Ashley is a freelance Makeup Artist based in Bendigo. She studied fashion and wedding makeup at Swinburne University and regularly attends workshops hosted by some of the best Hair and Makeup Artists in Australia to ensure she is delivery a top quality service, using the latest techniques and most reliable products on the market. Ashley shares her time between commercial and creative photoshoots, glamming up clients for special events including weddings and teaching clients how to apply their own makeup.
"Jo has been a total lifesaver! I went into business knowing a lot about makeup and nothing about bookwork. I didn’t make managing my books a priority and let it get out completely out of control. From that first coffee meeting with Jo I knew she was going to help me feel in control and confident with managing my money. Jo is so good at what she does, she is relatable, keeps it simple and explains things in a language I can understand. I am now acing Xero and using Receipt Bank instead of hording paper receipts in small piles all over my house. I honestly can’t say enough positive things about Jo - total legend!"
