Our services

Efficient and effective day-to-day management of your accounts

Welcome to The Coastal Exec – Your Premier Partner in Virtual Bookkeeping and Financial Reporting Excellence!

VIRTUAL
BOOKKEEPING

Generated profits

At The Coastal Exec, we understand the unique challenges that entrepreneurs and small business owners face in managing their financial affairs. Our dedicated team of experienced bookkeepers are committed to providing tailored bookkeeping solutions that cater to the specific needs of your business. By entrusting your bookkeeping to us, you can free up valuable time and resources, allowing you to focus on what you do best – growing and nurturing your business.

We offer a comprehensive suite of bookkeeping services designed to streamline your financial processes. From managing accounts payable and receivable to reconciling bank statements and generating financial reports, our team ensures that your financial records are accurate, up-to-date, and compliant with relevant regulations. With our expertise, you can make informed decisions based on a solid foundation of financial data, leading to improved financial health and long-term sustainability for your business.

  • Outsourcing bookkeeping services allows you to focus on core business activities, saving valuable time that would otherwise be spent on managing financial records. This enables you to invest more time and effort into growing your business.

  • Get access to timely and accurate financial reports empowering you to make informed business decisions. We provide clear insights into your financial health, enabling strategic planning, budgeting, and forecasting to drive the success of your business.
  • By leveraging our expertise, you ensure that financial tasks are handled with precision and efficiency, allowing you to benefit from the best practices in the field without diverting your attention from your core business responsibilities.

Accounts Receivable & Payable

Bank Reconciliations

BAS and IAS Submission

Payroll Services

Expense Reimbursements

Xero Setup & Training

Superannuation

Budget Forecasting

Providing trusted, expert support to empower your business

Experience the peace of mind that comes with expert bookkeeping and financial services.

STARTER

$399per month
  • Up to 100 transactions per month
  • Bank Reconciliation
  • Bill Entry
  • AR and AP Reporting
  • Email & Phone Support
  • Profit and Loss Report
  • Quarterly BAS prep and lodgement
  • 1 Hour Xero Training

ESSENTIALS

$699per month
  • Up to 200 transactions per month
  • Bank Reconciliation
  • Bill Entry
  • AR and AP Reporting
  • Email & Phone Support
  • Profit and Loss Report
  • Quarterly BAS prep and lodgement
  • 1 Hour Xero Training
  • Month End Journals
  • Expense Claims
  • Monthly IAS

GROWTH

$999per month
  • Up to 300 transactions per month
  • Bank Reconciliation
  • Bill Entry
  • AR and AP Reporting
  • Email & Phone Support
  • Profit and Loss Report
  • Quarterly BAS prep and lodgement
  • 1 Hour Xero Training
  • Month End Journals
  • Expense Claims
  • Monthly IAS
  • GL Reconciliations Quarterly

ADVANCED

$1399per month
  • Up to 500 transactions per month
  • Bank Reconciliation
  • Bill Entry
  • AR and AP Reporting
  • Email & Phone Support
  • Profit and Loss Report
  • Quarterly BAS prep and lodgement
  • 1 Hour Xero Training
  • Month End Journals
  • Expense Claims
  • Monthly IAS
  • GL Reconciliations Quarterly
  • Monthly Management Report

All packages are customizable based on your specific business needs, and additional services can beadded for a tailored bookkeeping solution.

All prices shown are exclusive of GST.

Our services

Other services we offer

business services
Business Startups

Your success story begins with the right foundation – let us help you build it.

Financial Reporting

We go beyond basic bookkeeping by providing customized financial reports tailored to your requirements.

virtual bookkeeping
Payroll Services

The Coastal Exec team simplifies the process of meeting your payroll responsibilities.

Guaranteed Accountability

We deliver results

“I can’t express how grateful I am for the exceptional bookkeeping services provided by The Coastal Exec. They are professional, reliable, and have significantly improved the organisation of our financial data. I highly recommend their services!”

Bianca Jolly – DS5 Translations

“As a busy entrepreneur, having a reliable bookkeeping service is crucial. Danielle has exceeded my expectations with her efficiency and precision in managing our accounts. I no longer worry about financial discrepancies, thanks to her expertise.”

Evan Hoffman

“Working with Danielle and her bookkeeping service has been a game-changer for my small business. Her attention to detail and accuracy in managing our financial records have given us peace of mind and allowed us to focus on growing our business.”

Richard Jeremy