We provided the following services:

  • Bookkeeping Support – reconciled a full year’s worth of invoices, receipts, and outstanding bills in Xero, preparing for EOFY.
  • Ongoing Financial Management – provided weekly reconciliation, invoicing, billing, and GST preparation.
  • Website Creation & Maintenance – designed a conversion-focused website with a custom pricing calculator for client estimates.
  • Pricing & Packages Strategy – ensured service pricing covered all operational costs for profitability.
  • CRM Setup & Management – built a customised CRM in Airtable with an integrated quoting tool.
  • Inbox Management – structured Gmail inbox with labels, filters, and automated forwarding to Xero.
  • HR Support – wrote job ads, prepared employment contracts, and supported new staff onboarding.
  • Payroll Processing – set up Smartly Payroll, created timesheets, and managed payroll reconciliation.
  • Advertising Support – designed print marketing materials to enhance local visibility.

Results

With a streamlined financial system, a well-structured CRM, and a fully functional website, Stefanie now runs her business with greater efficiency and confidence. Having trusted processes in place means she can focus on growing Precision House Care while ensuring her operations remain smooth and stress-free.

Lemons

Heidi and her team are just amazing. They are making my daily life so much easier, so that I can concentrate more on my business.

Their experience helped me and my team a lot, for example sorting the invoices and keeping us up to date with the books. On top they are always there for any questions I have. Couldn’t do it without them. If I could, I would leave 10 stars. Keep on going, you all are amazing.