Navcore Global supports Australian accounting firms with bookkeeping, BAS preparation, year-end accounts, tax working papers and payroll. Delivery follows your systems and review standards, giving partners more room for client advice and complex decisions.
Delegate a recurring service or a defined group of client files. The brief sets out the records required, the work to be prepared and the checks your managers expect before review.
Keep client ledgers current and activity-statement workings easy to trace. Reconcile the GST and payroll control accounts, resolve missing records and set out the questions your reviewer needs to answer.
Turn the trial balance into a clear review file, with supporting schedules, draft financial statements and tax working papers. Keep proposed adjustments and technical questions visible throughout preparation.
Check approved pay inputs, investigate movements against prior runs and reconcile payroll to the ledger. Prepare STP data and pay-cycle superannuation schedules for your practice’s review and authorised processing.
Reserve preparation capacity for EOFY accounts, tax-return workloads, BAS cycles or inherited backlogs. Set delivery milestones around the time your managers need for review, client queries and approvals.
Define the entity mix, accounting policies, GST treatment, payroll requirements, software and review standards for the work being delegated.
Choose a small sample that reflects the portfolio. Confirm the instructions, query process, file quality and turnaround before increasing the allocation.
Complete the agreed records and schedules. Reconcile the key balances and raise missing information while there is still time to resolve it.
Provide the draft accounts or return workings, source references, reconciliations and open questions together in the format your reviewers use.
Clear the review points and record client-specific decisions in the standing instructions, so the next reporting period starts with better information.
Recurring bookkeeping and BAS work needs continuity. An EOFY backlog needs a clear completion plan. Match the team, fees and delivery window to the portfolio and the reviewers available.
Continuity across recurring bookkeeping, BAS and accounts work, with a team that learns the portfolio and your managers’ review preferences.
An agreed allocation of preparation capacity for changing client volumes, with clear turnaround, skill requirements and notice arrangements.
A time-bound team for year-end accounts, tax-return preparation or a defined backlog, planned around the review capacity available.
Confirm client permissions, named access, approved systems and confidentiality arrangements before sharing records.
Use the practice’s lead schedules, source references, reconciliation formats and file-naming conventions.
Separate missing evidence, proposed adjustments and technical questions from work that is complete.
Your practice reviews technical conclusions, obtains client approvals and manages lodgement through its authorised process.
Navcore provides preparation support within the agreed supervision and review arrangements. Your practice’s registered tax or BAS agent oversees relevant services and lodgement, as required. Client and employer obligations remain in place; permissions for outsourcing and overseas disclosure are addressed before access is granted.
The handover brings draft outputs, supporting records, reconciliations and unresolved questions together. Your reviewer can trace the work, assess the proposed treatment and return comments against a clearly identified file.
Year-end accounts, tax returns and activity statements can compete for the same reviewers. Plan the preparation queue across the full client diary, allowing time for missing records, technical review and client approval.
For Australian practices considering offshore accounting support, the strongest starting point is a defined portfolio and a named reviewer. Choose work that regularly absorbs manager time, then assess the handover against your own file standards.
The agreed scope can include bookkeeping, reconciliations, BAS and IAS working papers, management reporting, year-end accounts, tax-return preparation support, payroll schedules and seasonal capacity. Your practice selects the work to delegate and sets the supervision, review and approval arrangements for each service.
Navcore prepares agreed work within your practice’s delivery process, using the file formats, checklists and systems defined at onboarding. Your firm leads the client relationship. Any direct client communication is agreed in advance, and the completed work follows your normal review process.
The scope can include transaction checks, GST reconciliations and draft BAS or IAS working papers, with GST, PAYG withholding and PAYG instalment items considered where applicable. Exceptions are raised for your practice’s review. Advice, approval and lodgement follow the agreed registered tax or BAS agent arrangements.
A seasonal engagement can focus on year-end accounts, an agreed tax-return mix or a preparation backlog. Define the client list, file complexity, document cut-offs and review availability early. The delivery plan follows the actual client obligations and your lodgement diary, with capacity confirmed during scoping.
The fee depends on the service mix, record quality, transaction volumes, entity complexity, software and delivery timetable. A scoped proposal should explain included work, additional charges and capacity-change terms. Share representative files and expected volumes to discuss a pilot with a clear fee basis.
Your practice retains technical review and obtains the required client approvals. Relevant tax or BAS agent services are supervised and delivered through the agreed appropriately registered practitioners, with lodgement authority documented in advance. Navcore’s preparation role does not replace the firm’s professional duties or the client’s obligations.
Tell us the products, versions and workflows your practice uses. Suitability is confirmed before the pilot, including licences, staff access and any required training. Where the agreed setup supports it, work stays within your approved accounting, payroll, tax and document systems.
Before sharing records, your practice obtains client permission that identifies who will receive the information and where, including any overseas disclosure. The engagement also sets out confidentiality, access controls, security checks and retention arrangements, with applicable privacy and professional obligations addressed before work begins.
Tell us which work is taking up your team’s time, the client mix, the software you use and the deadlines ahead. We can then discuss a pilot with clear deliverables, fees and review criteria.
Thank you for your interest in our services. Our experts are analyzing your requirements, and we will share a detailed quotation with you as soon as possible.
