Bookkeeping Services Frankston - First Class Accounts Frankston

Your local First Class Accounts bookkeeping expert.

Our bookkeepers can navigate complex businesses with ease thanks to the support from our accredited training program.

Investing in our senior and experienced bookkeepers means we get your books right so you don’t have to worry anymore.

Our bookkeepers save you money by minimising accountant fees and government fines with better money management.

We take the headache out of cashflow worries with bookkeepers who are experts with small business accounts.

Simon Appelman – Frankston

Interest Areas: Accounting Setup, Bookkeeping, BAS & GST, Payroll, Software Training

Languages: English

Starting your own business is full of excitement and hard work. Being your own boss is liberating, but it can also be time-consuming and overwhelming – especially when it comes to keeping on top of the financial side of your business. Simon Appelman understands the hard work needed to keep a business not only afloat but also thriving. Having owned two hospitality businesses, and having worked in corporate accounting for the manufacturing, retail, FMCG and not-for-profit sectors, Simon is perfectly equipped to help your business run to its fullest potential. That’s why he started First Class Accounts Frankston. So he could help other small businesses, using his 30 years of accounting experience, to take the pressure off those overwhelming financial management tasks.

Whether you need someone to take care of your payroll, BAS preparation, accounts payable, or whether you’re looking for more in-depth help with growing and managing the financial side of your business, Simon has the experience, skills and passion to help. Known for his attention to detail and industry understanding, Simon prides himself on getting things done right. For Simon, it’s not just about the numbers, he cares about his clients and is involved in their business journey.

Simon is actively involved in his local community and is passionate about helping other people succeed. Sorting out your books or providing keen insights and analysis for your business is just one aspect of this talented accounting professional. So if you are in the Frankston and surrounding areas, and need to take control of your books or grow your business, give Simon a call today.

Working under the supervision and control of a registered Tax Agent –Registered BAS Agent. First Class Financial Group PTY LTD Tax Agent Number 20874002

Specialist in Bookkeeping services

Weekly, monthly, quarterly and annual accounts

Reporting the earnings of a business by stating all relevant income and all expenses that have been incurred to generate that income.

Reporting all ATO lodgements to keep you ATO compliant.

Such obligations include the need to complete an IAS or BAS, which can be done monthly, quarterly or annually.

EOFY Processes including finalisation of STP

End of financial year processes including reconciliation of accounts and inputting Tax Agent’s adjustments

Payroll Services inc PAYG Withholdings, and STP setup

Ensure your staff are paid the correct rates and paid according to the correct hours worked.

End of Payroll year process including STP

Ensuring all your payroll accounts balance and any discrepancies are corrected, prior to lodgement with the ATO.

Management reporting, consolidations and analysis

Key information about the financial state of your business in language you can understand.

Set up and maintenance of accounting systems

Including Inventory & Payroll and keeping all reconciliations up to date.

Software Training

Training and support in all Accounting Software products (MYOB, Reckon, Intuit and Xero) and associated app/addon training.

Bank Reconciliation

Maintain all bank accounts, bank feed setup and keep them reconciled.

Cost analysis and controls

Generating profit and loss reports as well as balance sheet to be informed at all times.

Data input manual or automated processes

Making sure all information is entered and bank reconciliations are up to date.

Debt Management

Making sure receivable accounts are monitored and collected on time.

Cash Flow Management

Monitoring income and expenditure to establish your immediate cash flow.

Budgets

Setting up budgets to help you run your business.

Skills

Successfully completed the First Class Accounts Accredited Bookkeeping Training Program
Fully trained in accounting software such as MYOB, Xero & Reckon One
Fully registered and authorised to trade as a First Class Accounts professional bookkeeper
Member of the Australian Bookkeepers Association (ABA)
Bachelor of Business (Accounting)
Over 30 years of corporate accounting experience primarily in small/medium business