• I wish I knew my financial position

    I wish I knew my financial position

  • Up to date financial reporting

    Up to date financial reporting

  • All I have to focus on is selling

    All I have to focus on is selling

Client Story - Max

By Tia Taylor-Rennie
25 August, 2018

Max started his own catering/cafe business in early 2017, after being in a business partnership previously that went into debt and disbanded.    He started his new business as a sole trader but was very sceptical of hiring a bookkeeper or asking for any help from an outside source. His previous dealing with a bookkeeper who did not look after the last business's best interests had tainted Max's trust in ANY bookkeeper.

When Max started his new business, he jumped straight into an existing cafe and gave it a small revamp and opened his doors.  What he did not envision was the lack of customers walking in the door.  He watched his bank balance each week consistently sit on zero and the bills started to stack up.  This lead to depression and a lot of tears.  Max struggled to understand where his business was going wrong, if he was going to make any money or if he was going to end up in debt like the last one. 

I was recommended to Max by one of my existing clients, Jennifer. I have been running Jennifer's books for the last 2 years and taken the stress away from her by dealing with her budgets and bills so that she could focus on running her business, marketing and branding, the things that she is good at. She knew that Max ABSOLUTELY needed to call me.

When Max was at breaking point, he called me in tears.  He did not understand the Accounting program he was using, did not understand how to get the information about his business from reports or even know where to start.  His depression was driving his emotions and inability to look at things logically.

A year and a half on, I have restored Max’s faith in hiring a bookkeeper, not only have I been able to keep Max on track with the bookkeeping and ATO tax side of his business, we have become trusted friends and confidants.