Jo is a calm, detail‑focused bookkeeper who helps small businesses feel organised, supported, and in control of their numbers. With experience in Xero, payroll, invoicing, and day‑to‑day admin, she brings clarity and confidence to business owners who just want things done properly. Her style is warm, steady, and trustworthy — the kind of bookkeeper who makes the financial side feel simple and stress‑free.

Bookkeeping Services

Bank reconciliations
Transaction coding
Accounts payable
Accounts receivable
Receipt and document management
File organisation
Bookkeeping catch‑ups
Xero/MYOB file setup
Monthly reporting (P&L, balance sheet, cashflow)

Payroll Support

Entering hours and pay runs
Preparing payroll reports
Setting up employee details
Tracking leave balances (Client completes STP finalisation)

Admin Services

Email management
Scheduling and calendar support
Document preparation
Filing and organisation
Customer service support
General business admin tasks

BAS Preparation Support

Gathering and organising BAS‑related documents
Drafting GST figures
Preparing reports for your BAS agent or accountant (Client or BAS agent lodges BAS)

Business Analysis Services

Project Manager
Business Health Check
Cashflow analysis & clarity sessions
Profit & expense breakdown
Pricing review & recommendations
Workflow & systems audit
Quarterly business insights report
Operational improvement recommendations
Business direction & clarity sessions

Budget and Cashflow Service

(Personal + business)

Personal budgeting
Household budgeting
Business budgeting
Cashflow forecasting
Savings plans
Debt repayment plans
Spending plans
Weekly/monthly money organisation
Financial clarity coaching (non‑tax)

“I provide basic bookkeeping and admin support — I prepare everything, but clients or their BAS agent handle BAS lodgement and STP finalisation.”

Tax talk isn’t my lane — a registered Tax Agent is your go‑to for anything tax‑related

This advice is intended as general guidance only. Results depend on your individual circumstances, environment, and how the recommendations are applied.

Business Planning Service

(Fully allowed — no tax advice)

Startup business plans
Growth business plans
12‑month business plans
Quarterly action plans
Service & pricing structure planning
Operations & workflow planning
Goal-setting sessions
Vision, mission & values development

About One Step Assistance Bookkeeping

Mission Statement for One Step Bookkeeping

My mission is to bring clarity, calm, and confidence to small business owners by providing honest, accurate, and supportive bookkeeping and business insights. I help people understand their numbers, strengthen their systems, and make decisions that lead to stability and growth. With a warm, steady approach, I aim to remove overwhelm, build trust, and empower every client to take their next step forward with peace and purpose.

Values Statement for One Step Bookkeeping

I value honesty, clarity, and genuine care in every part of my work. I believe in treating every client with respect, patience, and confidentiality. I value accuracy, reliability, and simple communication that helps people feel supported, not overwhelmed. I am committed to creating calm, organised systems that bring peace of mind and empower small business owners to grow with confidence and purpose.

Vision Statement for One Step Bookkeeping

My vision is to build a bookkeeping and business support service that brings stability, clarity, and confidence to small business owners. I aim to create a space where people feel understood, supported, and empowered to make wise decisions for their future. Through clear numbers, practical insights, and a warm, steady approach, I hope to help businesses grow stronger, healthier, and more purposeful — one step at a time.

Testimonials

What Our Clients Say

If you’ve enjoyed working with us, we’d love your help as we grow. Would you be willing to be one of our first reviewers and share your experience?

Our Process

Consultation

Reach out to arrange your free consultation. We’ll look at what your business needs and chat through how we can assist you.

Setup

We’ll set up your bookkeeping system and tailor it to your business, making everything run smoothly and efficiently.

Ongoing Support

Enjoy peace of mind with our ongoing support. We take care of your transactions, reconciliations, and reporting so everything stays on track.

Review & Feedback

Receive regular reports and updates and share your feedback so we can keep our services aligned with exactly what you need.