About Us

LuckyBooks Bookkeeping specializes in small business, personal bookkeeping & payroll services.
As a Registered BAS Agent with a Post Graduate Degree in Accounting, I look forward to discussing your business needs. I can help you become more financially effective and efficient allowing you to focus on your business.

I have many years of bookkeeping & accounting experience & have worked with multiple accounting software programs. I specialize in QuickBooks, Xero, MYOB and Reckon One, and I am also QuickBooks, Xero and Reckon One Certified.

I can work alongside your accountant to ensure the utmost care and consideration is taken when preparing your taxes, maximizing deductions & keeping your finances and cash flow up to date.

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Our Services

OUR SERVICES INCLUDES BUT NOT LIMITED TO:

  • Accounts Payable & Receivable
     

  • BAS Preparation and Lodgment
     

  • Inventory Control & Job costing
     

  • Budgeting and cash flow
     

  • Balance Sheet Reconciliation
     

  • Payroll, Superannuation, & Single Touch Payroll (STP)
     

  • Fringe benefits tax (FBT)
     

  • Reporting; tailor smart financial reports and budgets to understand and track what matters most.
     

  • Tailored training and expert support

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NDIS

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What is an NDIS plan manager?

The most basic definition of plan management calls it a 'financial intermediary' support. This means that all plan managers are a connection between an NDIS participant, providers, and the NDIA. Plan management is about having a third party to communicate with service providers and pay invoices on your behalf.
 

Plan-managed funding. The NDIA will provide funding in your plan to pay for a Plan Manager who pays your providers for you, helps you keep track of funds and takes care of financial reporting for you.
 

A plan manager is expected to receive and pay invoices, either directly from providers, or passed on from a participant. This is done by claiming money from relevant budget categories on the NDIA portal. They are also required to send monthly reports at a client’s request, including the current budget totals remaining and where money has been spent.

How do I support you?


By managing, provider’s payments and communication and I can pay any provider – even ones that are not registered with the NDIS.

I make sure that invoices are processed correctly and paid on time.
 

Keeping track of your budget spending to ensure you don not overspending your plan funding over the period.
 

Will notify you of every invoice when it’s processed, and will provide you with monthly statements for all your claims activity.

The service fees are paid by the NDIS – they do not come out of your support budget and are in addition to your funding – so there is no cost to you.

 

Contact Us

045 0722 000

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