Bookkeeping
Transaction coding, bank reconciliations, ledger maintenance and supporting schedules.
Transaction support
Keep recurring finance work moving without losing control.
Add a dedicated person for bookkeeping, payables, receivables and payroll preparation within your systems, delegations and review framework.
Typical workflow coverage
Recurring work, organised around approvals.
Accounts payable
Invoice capture, matching, supplier queries, payment-run preparation and ageing visibility.
Accounts receivable
Invoicing support, allocations, debtor follow-up, reconciliations and exception reporting.
Payroll support
Input collection, checks, payroll preparation, reconciliations and reporting under client approval.
Control design
Separate preparation from release.
Useful transaction support has explicit delegations: who creates a supplier, who changes bank details, who prepares a payment file, who approves it and who checks the reconciliation.
Before access is issued
- Document approval and escalation limits
- Use named accounts and MFA
- Apply least-privilege permissions
- Keep payment authority with approved client personnel
- Define payroll privacy and exception handling
Software and training
Recruit for your stack, then teach your process.
Jade can search for candidates with experience in your accounting, payroll, expense, document-management and practice systems. The client supplies licences, secure access and task-specific training. Examples and review feedback matter even when a candidate already knows the platform.
Access should be provisioned through client-controlled identities and removed promptly when duties change or employment ends.
Important boundary
Processing support is not regulated authority.
Jade is not registered as an Australian tax or BAS agent. Preparation can support the client’s workflow, but review, advice, declaration and lodgement remain with the client or an appropriately registered practitioner.
Questions and answers
Practical details
Can the person submit BAS or lodge payroll reports?
A dedicated person can prepare records and support processing within the client’s controls. Jade itself is not an Australian registered tax or BAS agent, so regulated review, advice and lodgement must remain with the client or its registered practitioner.
Can they use our accounting and payroll software?
Yes, subject to candidate matching, licences, secure access and training. Your business supplies and controls the systems, accounts and permissions.
Is part-time support available?
No. Jade’s current delivery model is full-time dedicated employment, usually starting with one person.
Next step
Make the recurring workload visible.
Tell us the weekly and monthly tasks, volumes, systems and approval controls.