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I need help managing my money.

Barry says...

If you are working hard to grow your business, money always seems to go out faster than it comes in. Working out when is the best time to invest money in people or equipment can be difficult. And some of us just lack discipline when it comes to money matters.

One of the best ways to hold yourself accountable, so to speak, is to set up a budget for the whole year, and to track your performance against it each month.

Creating a budget forces you to think about the year ahead, to define what might be possible and to translate this in to monthly goals.

It will give you a way of measuring your performance and be a good basis for cashflow projections.

A budget can highlight areas of concern eg lower sales than expected, higher costs than expected, before things get too out of hand.

Swag Bookkeeping offers a discounted budget service twice a year – in May to set up a Financial Year budget, and in November for a calendar year budget.

To take advantage of this offer,  please click on the Contact Us button, and we will be in touch to explain how we would work together to produce a customised budget for your business.




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Budget Products

Cashflow Management

We are confident that our books and returns are up to date, delivered on time, and meeting our compliance obligations leaving me time to focus on other important business matters.

– Dick De La Rue, Beveridge Scoria

My accounts were in a mess before we engaged Sheree. Now we are totally organised! Sheree is very efficient and easy to work with. Thanks Sheree!

– Frank Mash, FISA Pty Ltd

The role of bookkeeping has grown to reflect the changing needs of our business, and Swag Bookkeeping is now an integral part of our operations.

– James A Michell, Sentdale Wool

It certainly takes the pressure off me and I feel I can put a lot of trust in to Sheree and what she does for me and my business. What takes her a few hours would take me days.

– Johanna Clark, Naturopath

We would have no hesitation in recommending Swag Bookkeeping for their friendly manner and professional service.

– John Hall & David Patmore, Ultratune Epping

Swag Bookkeeping have worked alongside Blick for a number of years. Professional, reliable and notably have saved us money and by bringing effective financial process to our business.

– Mark Schiffer, Blick Creative

How can we help you?

Please get in touch with the SWAG team to find out how we can help you.



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