Bookkeeping Services Morningside - First Class Accounts Morningside

Your local First Class Accounts bookkeeping expert.

Take control of your cashflow with accurate monthly reporting.

Professional advice and support tailored for your business.

Committed to honesty and professional excellence so you can trust your books are kept in the right order.

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

Phil Pitham – Morningside

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

Languages: English

As an experienced financial controller, office manager and company secretary, Phil Pitham helps small and medium-sized businesses organise their bookkeeping and administrative practices so they can focus on achieving their goals.

He prides himself on working with his clients to ensure the financial health of each company. His experience allows him to assist with most business processes, from everyday administrative bookkeeping tasks such as bank reconciliation, accounts payable/receivable, payroll, inventory control, ledger maintenance and BAS preparation to the preparation of monthly and annual company accounts, overhauling processes to increase efficiencies, detailed budget planning and business strategy.

Once he understands how your business works and what your goals are, he works with you to develop your bookkeeping into order and calm. Phil’s goal is to restore, or improve, your confidence in your business finances and work together towards a prosperous future.

Phil’s experience has seen him organise accounts for external audits and prepare and manage the sale of businesses. Strategy, organisation and administration are Phil’s strong points, and he relishes helping small to medium-sized companies achieve their potential.

With managerial and hands-on accounting and administration experience and solid costing, purchasing and business strategy skills, Phil can look at the big picture while taking care of the small details.

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

TAFE Queensland – Advanced Diploma of Business (Accounting)
TAFE Queensland – Associate Diploma of Business (Travel & Tourism)
Associate Member of Institute of Public Accountants
Member of the Australian Bookkeepers Network (ABN)
Fully trained in accounting software such as MYOB, Xero, Reckon and QBO
Fully registered and authorised to trade as a First Class Accounts Bookkeeper
20 years of commercial accounting experience with strong senior management and financial skills
MYOB Certified
Xero Certified
Justice of the Peace (Qualified)