WHO THIS IS FOR
This service is for:
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Newly registered BAS Agents (including past mentees) who want ongoing confidence and guidance
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Bookkeepers who need help with processes, systems, compliance workflows or tricky scenarios
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BAS Agents who want a second opinion on approach, documentation, or risk
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Practitioners who want support without handing over their client relationships
What we help with
Practical, professional support for bookkeepers and BAS agents — focused on systems, supervision, quality, and confidence.
Compliance & workflows
- ✔ BAS / IAS workflow guidance and file readiness checks
- ✔ Payroll & STP processes (controls, checklists, timing)
- ✔ GST coding systems & recurring issue prevention
- ✔ File clean-up planning and practical triage
Systems & quality
- ✔ Practical checklists, templates and workpaper standards
- ✔ “How to prove it” record-keeping and audit trail habits
- ✔ Risk controls for common BAS / payroll pitfalls
- ✔ Quality reviews and continuous improvement routines
Supervision & practice
- ✔ Guidance for BAS agents supervising others
- ✔ Supervision cadence, escalation rules and documentation
- ✔ Boundaries: what sits with the registered agent vs staff
- ✔ Helping you build defensible supervision systems
How it works
Simple and structured — so you get clarity fast.
Common reasons people reach out
A few examples of when adhoc support is a good fit.
I’m newly registered and want someone to sanity-check my processes.
I’m supervising someone and want to make sure my systems are adequate.
I’m stuck on a tricky GST/payroll issue and want guidance on approach.
My files are messy — I need a clean-up plan and controls to stop repeat issues.
Registered practitioners remain responsible for services provided under their registration. Support is provided in a practical and professional manner, with scope agreed upfront.

