Bookkeeper in Potts Point

Potts Point bookkeeping with a pulse

Potts Point Has Enough Characters. Your Books Don’t Need to Become One.

Behind every appointment, table booking, client project and sale is a financial story. We keep that story accurate, organised and considerably less dramatic than the neighbourhood.

Picture Friday afternoon in Potts Point. The last client has left. The cafĂ© downstairs is full. Three supplier bills have appeared, one payment is sitting in the wrong clearing account, payroll is due and Xero insists the bank is reconciled—although the bank strongly disagrees. You did not start a business to spend Friday night auditioning transactions. This is where we come in.

My Great Bookkeeper provides remote bookkeeping, payroll and Registered BAS Agent services to Potts Point businesses and the wider Sydney region. We do the detail properly, explain the odd bits in plain English and genuinely enjoy helping owners regain control of their numbers.

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We actually want to know

Tell us how the business really works

We do not force every business into the same dreary checklist. A Potts Point medical or allied-health practice moves differently from a restaurant, consultant, creative studio or professional-services firm. The billing, payment timing, payroll, software and compliance trail are different—and the bookkeeping needs to understand that.

Practices and practitioners

Appointments become invoices, payments may travel through HICAPS or another gateway, practitioners need paying and Xero receives the ending. We help make sure the middle of that story has not gone missing.

Hospitality and retail

Daily sales, payment platforms, supplier bills, rosters and payroll create relentless transaction volume. We keep the systems moving before a tiny mismatch breeds an entire family.

Consultants and professionals

Work can be profitable on paper while unpaid invoices quietly starve the bank account. We keep billing, receivables, expenses and reporting visible.

Creative and project businesses

Projects overlap, contractors arrive, deposits are paid and revenue rarely behaves in a neat straight line. The books should follow the commercial reality—not flatten it.

Our favourite starting question is not “How many transactions?” It is “What is happening in the business?” Once we understand that, the numbers have somewhere sensible to belong.

The backstage crew

What we can take off your desk

The daily plot

Ongoing bookkeeping

Bank and credit-card reconciliation, transaction processing, documents, queries and accounts kept current instead of waiting for deadline panic.

Our bookkeeping services

You did the work

Accounts receivable

Invoices, statements, aged receivables and a follow-up rhythm that stops completed work becoming an unpaid subplot.

Accounts receivable support

Bills, bills, bills

Accounts payable

Supplier bills collected, checked, approved, scheduled and recorded so there are fewer nasty surprises hiding in an inbox.

Accounts payable support

Everyone gets paid

Payroll and STP

Pay runs, STP, PAYG withholding, superannuation bookkeeping and payroll reconciliation with a trail back to the bank.

Payroll services

And just like that

BAS and IAS

Bookkeeping reviewed, relevant accounts reconciled and approved figures prepared and lodged under Registered BAS Agent oversight.

BAS lodgment services

The plot got lost

Bookkeeping rescue

Duplicates, strange balances, old unreconciled transactions and GST coding problems investigated rather than politely ignored.

Rescue my books

Xero should help—not heckle

Cloud bookkeeping built around the workflow

Xero is excellent when the setup and process are sound. It is considerably less charming when bank rules are guessing, invoices are duplicated or payment platforms dump mystery amounts into clearing accounts.

We can manage your Xero bookkeeping, connect document capture such as Hubdoc, organise bank reconciliation, review payroll and help your team understand the parts they still own. If the current file is built in MYOB, we can support that too.

Your real Xero file

Our training uses your business, your transactions and your actual questions—not Jack’s imaginary plumbing company and a fake coffee shop.

Xero bookkeeping · Xero training

Healthcare systems connected

For health and allied-health practices, we also help understand how Halaxy billing, payments, HICAPS and Xero connect across the complete workflow.

HICAPS, Halaxy and Xero · Halaxy bookkeeping

Registered BAS Agent support

We do not make the BAS numbers up at the interval

A BAS is only as reliable as the bookkeeping beneath it. Sales, purchases, GST coding, payroll and relevant control accounts need to be complete enough to support what is reported.

My Great Bookkeeper operates under Registered BAS Agent Rebecca Fitzpatrick, BAS Agent No. 26110827. Within our engagement and registered scope, we assist with BAS and IAS preparation and lodgment, GST, relevant PAYG obligations, TPAR and related ATO dealings. You can verify the registration through the Tax Practitioners Board public register.

Your bookkeeper and accountant are meant to be on the same team: yours. We maintain the financial record and provide applicable BAS services. Your tax agent handles income tax, structures and advice outside BAS Agent scope. We communicate so the business owner is not forced to referee.

See who does what: bookkeeper, BAS agent and tax agent.

From Potts Point into Sydney

One connected Sydney bookkeeping story

Potts Point does not operate in isolation. Clients, staff and businesses move through Elizabeth Bay, Woolloomooloo, Darlinghurst, Rushcutters Bay, Kings Cross, the Sydney CBD and beyond. Our remote systems mean the bookkeeping can move with them.

Sydney bookkeeping

Start at the main Sydney hub for services, industries, locations and the wider story behind our work.

Sydney bookkeeping and BAS Agent services

Nearby Sydney pages

Explore our support across the city and surrounding business communities.

North Sydney · Mosman · Neutral Bay

Meet the people

Find out who is behind the reports, reconciliations, questions and occasional rabbit.

Meet our team · Meet our BAS Agent

Our Potts Point service is delivered remotely. Location references describe the areas we support and do not claim a physical office in every suburb.

How we begin

No performance. Just an honest first conversation.

Tell us the unpolished version

What is behind? What makes no sense? What keeps returning to your desk? We would rather hear the truth than a beautifully edited disaster.

We inspect the current story

We review the software, accounts, transaction volume, payroll, BAS history, integrations and the condition of the records.

We define the work

Clean-up and recurring bookkeeping are separated, responsibilities are made clear and the proposed service reflects what the business actually needs.

We build a working rhythm

Bills, invoices, receipts, approvals, payroll changes and questions each get a path and a timeframe so the books keep moving.

Frequently asked questions

Potts Point bookkeeping FAQs

Do you provide bookkeeping services in Potts Point?

Yes. We provide remote bookkeeping, payroll and Registered BAS Agent services to Potts Point businesses and the wider Sydney region using secure cloud systems, phone, email and online meetings.

Are you physically based in Potts Point?

Our Potts Point bookkeeping service is remote. We do not pretend to have a local shopfront. Cloud access allows us to work regularly inside the accounting systems without taking paper away or waiting for an office visit.

Can you take over all our bookkeeping?

Yes. We can manage the complete recurring process or selected areas such as bills, invoicing, payroll, reconciliation, BAS and reporting. Responsibilities are agreed before work starts so nothing falls into the gap between people.

Can you lodge our BAS?

Yes, where the work falls within our engagement and Registered BAS Agent scope. We review the bookkeeping first, prepare the activity statement and obtain your approval before lodgment.

Can you fix a messy Xero file?

Yes. We investigate unreconciled accounts, duplicates, coding errors, unsupported balances and prior-period problems. We do not delete the evidence and hope the reports improve.

Do you help medical and allied-health practices?

Yes. We understand that the financial trail may begin in practice-management software before reaching Xero. We can help examine client billing, third-party payers, payment gateways, clearing accounts, practitioner payments and reconciliation.

Can you manage payroll and superannuation?

Yes. Support can include pay runs, STP, PAYG withholding records, superannuation processing and payroll reconciliation. Complex employment-law or award questions may need an appropriately qualified workplace specialist.

Do you only work with Xero?

Xero is our preferred platform, but we also support MYOB and can discuss the condition and practicality of other systems. The best decision depends on how your business works and what is already in place.

How often should our books be updated?

Many active businesses benefit from weekly bookkeeping, especially with payroll, supplier bills or customer accounts. Lower-volume businesses may suit monthly support. The frequency should match your deadlines and how quickly you need reliable information.

How much does a Potts Point bookkeeper cost?

Cost depends on transaction volume, accounts, payroll, software, reporting and the condition of the current file. We discuss the scope first and generally separate historical clean-up from predictable ongoing work.

See our fee information.

Will you work with our accountant?

Yes. We want your financial professionals on the same team. We maintain the records and provide applicable BAS services, then support a clear handover to your tax agent for year-end and income-tax work.

What happens on the free call?

You tell us what is happening, what has fallen behind and what you want off your desk. We explain the likely next step and whether we are the right fit. It is a practical conversation, not a scripted sales performance.

Bring us the real story

Need a Potts Point bookkeeper who gives a damn?

We love helping business owners turn financial confusion into a system they can trust. Tell us what is happening—mess, mysteries and all—and we will help identify the first useful step.

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