Attain Bookkeeping offers bookkeeping, payroll, and administrative services to small and medium businesses. Services include daily bookkeeping tasks, preparing financial reports and statements, payroll processing, and assisting with tax obligations. The owners, Kerrie Butler and Donna Butler, have over 45 years of combined experience in accounts, payroll, and administration. They aim to provide reliable support and contribute to clients' long-term business success. Hourly rates are offered for general bookkeeping, payroll processing, BAS services, and end-of-year tasks.

1. BOOKKEEPING SERVICES
Director:
Kerrie Butler
MB: 0412 491 271
Email: kerrie.attain@gmail.com
Director:
Donna Butler
MB: 0477 001 003
Email: donna.attain@gmail.com

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EXECUTIVE SUMMARY
OBJECTIVE
Bookkeeping is one of the functions that forms the core of any business. Important business
decisions rely heavily upon the financial information at all stages of a project, from planning to
execution to finalization. Efficient bookkeeping and financial control ensures the company runs
smoothly with an eye for growth. Data, statements and projections are all vital financial figures
that a business must have on-hand for sound business performance.
GOALS
Attain Bookkeeping offers proficiency in areas of bookkeeping, payroll and general
administrative services. Bookkeeping includes the day-to-day business transactions like
customer payments, bills, invoices, bill payments, disbursements, and withdrawals. We maintain
ledgers for Accounts Receivable, Accounts Payable, and cash accounts and produce daily or
weekly reports according to the clients’ preference. Payroll and related activities are also a part
of our portfolio. Our repertoire also includes preparing periodic reports, financial statements,
bank reconciliations and taking care of your general bookkeeping needs.
Our goals are to
- Provide reliable, efficient, and experienced bookkeeping support to your business; and
- Contribute towards long term and sustainable success of your business
We will keep you apprised at all stages of our bookkeeping procedures with regular reports for
your reference and review.

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Attain Bookkeeping at a glance
At Attain Bookkeeping we are a team of two professionals with
a background in accounts, payroll and general administration
with over 45 years of combined experience. Kerrie Butler and
Donna Butler decided to branch out and start a business of their
own that is dedicated to providing efficient and reliable
bookkeeping services to small to medium businesses. Our
focus is on the quality of service we can provide to you and
your business.
Kerrie has spent over 25 years working in accounts for various
medium to large companies. Experiencing the varied and
sometimes unique requirements of the corporate world has
provided a varied range of experiences and knowledge. The
opportunities offered over these years has provided a sound
and varied work experience that has been brought to Attain
Bookkeeping.
Donna has an extensive payroll and administration background
that spans over 20 years. Working with small to large payroll
lists, Donna also has experience working within small business
accounts. Over the years, Donna has demonstrated
professionalism and adaptability in a wide range of duties to
exceed customers’ expectations.
Both Kerrie and Donna have had several years’ experience in
using the cloud based accounting system, Xero.

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SERVICES SUMMARY
Below you will find a breakdown of Attain Bookkeeping's services.
INITIAL ACCOUNT SETUP
Consultation for a cloud based accounting system
Assess and consult with business owner and their
accountant for the preferred and most appropriate
cloud based accounting system.
Setup of Customer and supplier details
Transfer all customer and supplier details from existing
accounting system to cloud based system.
ONGOING HOURLY RATES
General Bookkeeping Services
 Entering and/or verifying the entry of customer and
supplier invoices into accounting software
 Entering and/or verifying the entry of payments and
receipts from bank
 Emailing / communicating any queries related to the
accounts for the period
 Ensuring the correct integration of different business
systems into the accounting record, (for example point-
of-sales systems or add-on solutions)
 Reconciliation and/or verification of the of all bank, loan
and credit card accounts
 Reporting Balance Sheet, Profit and Loss, other reports
as required
 Reporting outstanding debtors and creditors (if
applicable)

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Payroll Services
 Setup employees in payroll system
 Prepare payroll weekly/fortnightly/monthly
 Monitor employee entitlements
 Lodge Tax File Number declarations
 Review, advise and lodge PAYG Withholding and
Superannuation
 Reconcile End of Year wages
 Report, lodge and send employee payment summaries
 Roll over payroll year if applicable
BAS Services
 Review and report on monthly/quarterly BAS
 Email reports and declarations to your nominated
agent.
End of Year
 Review end of year reports
 Provide accountant with information as required for
year end
 Liaise with the accountant as to any End of Year
journals or adjustments
 Ensure essential and required business records are
maintained and stored for the financial year.
 If applicable, roll file over to new financial year.
Other Services
 Analysis and advice on Industry Award
 Consulting/Training of staff in accounting software
 Other: as requested by the client within the scope of
this proposal