NDIS Plan Management
We are NDIS Registered Plan Managers in Victoria. Registration Number: 4050043535
We understand Entrepreneurs. We can help you manage your finance funnel.
As a family business we soon realised we could not do everything ourselves and we needed assistance. Sarah came highly recommended and we soon understood why – she promptly put in procedures to streamline our processes and made life easier from accounting, payroll and budgeting. Sarah is always researching ways to improve our processes and increasing our sales and she is a breath of fresh air always upbeat with a can do attitude.
Our practice has found Sarah’s level of competence to be of a high standard. The quality of reporting and attention to detail in the provision of financial reports has assisted us greatly in meeting client tax obligations. Sarah provided a range of services to our firm including preparation of MYOB bookkeeping records & MYOB BAS reports for ATO lodgement, preparation of financial reports for EOY income tax lodgement, and reviewing ATO correspondences on behalf of clients to ensure various GST and Income Tax obligations were being met. We have no hesitation in recommending Sarah’s services to prospective clients as our experience with her has been a positive one.
Sarah has been a revelation for our business, transforming our bookkeeping experience from a complete headache to a process we barely even notice. Her thoroughness and attention to the smallest of details ensure we know where we are financially at all times. I can’t recommend her services highly enough.
Sarah set up policies and procedures relating to our accounting systems and established excel budgeting spreadsheet for our event directors to use. Her knowledge of accounts and financial reporting was excellent. She prepared our reports for the auditors to review. Sarah was able to communicate well with the board, management, suppliers and volunteers.
Sarah is a very dedicated and committed worker. She takes time to understand the business so that she can perform to her utmost ability. She utilises many resources and uses these to come up with accurate and detailed answers.
Sarah handled aspects of the business including processing of all data and produced financial statements, accounts receivable and payable reports, business and instalment activity statements for all entities, preparation of month end reporting including cash flow analysis and feasibility studies. She is a honest, reliable, diligent and loyal worker. Her workload was extremely hectic, yet she handled this with a great deal of enthusiasm and care for the job at hand. I have no hesitations in recommending Sarah.
Sarah acted in the bookkeeping role for Kings Road Medical Centre and was responsible for general accounting, billing, interim report preparation and BAS preparation for several different entities. We found her to be competent in this role and would have no hesitation in recommending her for similar roles.
Sarah of Trinity Bookkeeping was recommended when we were looking for a NDIS Plan Manager. Sarah is professional, and yet approachable which is so important when navigating NDIS. From the initial consultation, to sourcing providers, preparing a service agreement template, providing updates of delivered and remaining values, or just keeping in touch, Sarah has been a valuable and encouraging support.