Healthy Biz Solutions

Small-business bookkeeping in south-east Melbourne

Healthy Biz Solutions, also trading as Healthy Biz Bookkeeping and Business Solutions, is a one-person bookkeeping practice run by its owner, who has more than twenty years of experience in bookkeeping and is a registered BAS agent. The practice deliberately keeps its client list small, on the principle that quality matters more than quantity and that smaller numbers allow closer support.

Where it works

It serves clients in the south-east of Melbourne, taking in Beaconsfield, Hallam, Cranbourne, Berwick and Narre Warren, and across the Bellarine and Mornington Peninsulas. Most work is carried out off site using the client's own cloud accounting software, with on-site visits possible in some circumstances.

What the bookkeeping covers

The practice lists a broad range of tasks:

• BAS preparation and lodgement, and end-of-year payment summaries with ATO lodgement
• Taxable payments annual reporting
• Quarterly reporting for the construction industry's portable long service leave scheme
• Accounts receivable and payable
• Advice on improving cash flow
• Bringing an accounting file up to date and compliant
• Budgets and business forecasts
• Setting up and training on new accounting software
• Assistance with starting a new business

Working with accountants and software

The bookkeeper says she coordinates directly with a client's accountant to support tax savings, and has a background of coordinating financial records for local accountants. She works with all the major accounting packages, can recommend which suits a business, and favours cloud tools and integrations such as automated bank feeds that cut manual data entry. The practice promises a reply to queries on the same day, often within the hour.

Healthy Biz Solutions is a bookkeeping business run by Lisa Grech, who has more than 20 years of experience supporting businesses. It keeps its client list small so each one gets close attention.

The practice works with major accounting software and has helped local accountants organise financial records. It can serve clients remotely through online tools.

Products and services

• Bookkeeping: day-to-day records for small firms.
• BAS agent services: the owner is a registered BAS agent.
• Catch-up work: bringing behind books up to date and compliant with the tax office.
• Software support: help with online accounting packages.

Who it works with

Small businesses in south-east Melbourne, including Narre Warren, Berwick, Cranbourne, Hallam and Beaconsfield, and on the Bellarine and Mornington Peninsulas.

Key facts

• Based in: Melbourne, Australia
• Experience: over 20 years in bookkeeping
• Registration: registered BAS agent