Client Hub

 

We pride ourselves on working alongside our Midwives to ensure long term success. We understand your accounting needs are probably at the bottom of the ‘to do list’, but together we can create a plan of action to keep your bookkeeping at rest.

End of year information to come

The end of the tax year can be scary unknown grounds for many. We recommend all Midwives keep monthly recording rather than leaving it to the last minute. Please see detailed is the list of requirements you need for end of year tax.

  • Accounts Receivable

  • Accounts Payable

  • Details of all Expenditure and Income

  • Motor Vehicle Claim

  • Home Office claim

  • Loan statements

  • Other Sources of income

  • Income Protection

  • Donation Certificates

Support for Midwives

 

A collection of articles have been put together to help increase your awareness and understanding of what ‘Accounting for Midwives’ offers. We have done our best to answer some popular questions around accounting. If you are in the process of needing accounts and need some specific questions answered, feel free to contact us directly.

Featured
Xero Bank rules
Xero Bank rules

Learning how to use Xero doesn’t have to be difficult, it's pretty simple once you get your head around a few key rules. Understanding your bank rules will make your accounting life easier, especially if you’re spending a lot of time coding repetitive bank transactions. Simply watch this video and in under 2 minutes you will know how to create bank rules.

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Xero pricing plans
Xero pricing plans

Plans to suit your business all pricing plans cover the accounting essentials, with room to grow. As your accountants, we will help select a plan best catered to your needs and most importantly show you how to use it correctly. We will discuss the plans, payments and features in your free consultation.

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What can you claim?
What can you claim?

Entertainment expenses when with clients or colleagues on business, like Lunches and Dinners are generally 50% deductible. We encourage you to code it to entertainment and at the end of the year we adjust for the non-deductible portion of larger bills. 

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Why do I need an accountant?
Why do I need an accountant?

Our job as accountants is to save you more in tax than your accounting fees. Modern accounting practices using accounting software platform work efficiently so the accounting services are becoming affordable over the years.

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Motor Vehicle Expenses?
Motor Vehicle Expenses?

What you can claim for Motor Vehicle Expenses. If you have a vehicle expense that is partly for your business and partly for your private use, you can claim the proportion that relates to your business. 

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Reconcile with Xero
Reconcile with Xero

Congratulations you have just started using Xero. Now we need to start learning how to use it correctly. Reconciling is the process to confirm that all the transactions in your business bank accounts are recorded and matched to your Xero records.

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Transferring funds
Transferring funds

Your accounting doesn't have to be something you are scared of, we are here to help ensure long term success within your midwifery business. If your XERO is maintained correctly it is going to make our jobs easier, come the end of the tax year.

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Logging with ease
Logging with ease

Introducing our latest recommendation to make your life easier, say hello to “ Drivers Note” an app that makes logging all your trips 10,000 times easier than a pen and paper once did. This app automatically tracks your cars movements, literally tap auto track and press start - let the app take care of the rest. Using your mobile’s GPS it will record your trip from start to finish.

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How to add receipts to Xero
How to add receipts to Xero

Did you know you can attach your receipts to Xero? Yes that's right you can keep all your paper versions in a shoebox under the bed, and your Xero can keep a virtual record of it all.

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Invoicing
Invoicing

It's time to learn how to send invoices with Xero! Simply watch this short video on our blog and it will show you key steps to get up running in no time.

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