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Start with an Initial Snapshot

Start Your Not‑for‑Profit Accounting Enquiry

If your not‑for‑profit is growing, changing, or simply needs clearer financial support, we’d welcome the opportunity to connect.

We work with Australian not‑for‑profits with $500k–$3m in annual turnover, providing end‑to‑end accounting and finance partnership through clear monthly retainers.

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There’s no obligation — just a considered first step toward greater financial confidence.

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Before you begin, you may find it helpful to understand how we work.

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Initial Organisation Snapshot

This questionnaire forms part of the initial snapshot and is designed to provide a clear understanding of your current finance structure, systems, and reporting.

 

It helps ensure any recommendations are aligned to how your organisation is currently operating.

Approximate Annual Revenue
$500k or less
$500k - $1m
$1m - $3m
$3m +
Primary Funding Streams
Which of the following areas are currently supported?
Approximate invoice volume per annum
Approximate number of bills processed per week
Payroll Frequency
Number of employees
What accounting system(s) are currently in use?
Xero
MYOB Business
MYOB AE
MYOB Advanced
Reckon
Other
How often are financial reports currently prepared, and who is responsible for preparing them?
How timely and reliable would you say your current financial reporting is?
How prepared do you typically feel going into your audit each year?
When is best for a discovery call?
May - Jun 2026
SunMonTueWedThuFriSat
Week starting Sunday, May 31
Time zone: Coordinated Universal Time (UTC)Online meeting
Tuesday, Jun 2
10:00 AM - 11:00 AM
11:00 AM - 12:00 PM
12:00 PM - 1:00 PM
1:00 PM - 2:00 PM

Have questions?

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