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Bookkeeping & Payroll

Banking, debts & account reconciliation

Your records are only useful if they match the bank. My Biz Books reconciles your bank, loan and credit card accounts, so your figures reflect reality.

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My Biz Books

Outsourced bookkeeping, payroll and BAS

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Who it’s for

  • Businesses behind on reconciliations

    Owners whose accounts haven’t been matched for a while.

  • Businesses with loans

    Businesses with loans, hire purchase or credit cards to track.

  • Businesses preparing for tax

    Businesses getting ready for BAS or year end.

What’s included

  • Bank reconciliations

    Matching transactions to your bank statements.

  • Loans and debts

    Recording loan repayments, interest and balances.

  • Credit cards

    Reconciling business credit cards.

  • Clean-up

    Fixing duplicates and unexplained differences.

How it works

  1. Access

    Bank feeds and statements are connected.

  2. Match

    Transactions are matched and coded.

  3. Investigate

    Differences are found and fixed.

  4. Keep current

    Reconciliations continue on a regular schedule.

Good to know

Questions

Can’t find your answer? Ask us and we’ll pass your question to the right business.

Insights

Guides from the group’s specialists

Next step

Ready to talk aboutBanking, debts & account reconciliation?

Tell us a little about your situation and we’ll pass it to the My Biz Books team.