Simple & Clean financial statements

Each cycle, your uBooks team will send you clear and accurate Financial Statements. Every transaction will be categorised for you to easily monitor your business spending.

Insightful commentary

Knowing exactly where your money is going is essential in making smarter business decisions. Your uBooks team will provide you with the set of financial statements along with tailored commentary.

Year end financial package

At the end of every financial year, we work together with your accountant to provide them with financial statements with specialised notes highlighting any tax adjustments. All your data will be safely stored for you to access any time.

Here’s what’s included.

  • Profit & Loss Statement
  • Balance Sheet
  • Trial Balance
  • General Ledger
  • Summary Journal Entries
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Dedicated bookkeepers

A team of experts

Your uBooks team is on hand to remove the burden of bookkeeping from your life. Over time, your team will come to know your bookkeeping needs inside and out, giving you peace of mind and more time to focus on your business.

Professional experience

uBooks bookkeepers are trained in-house. Collectively, they have experience supporting thousands of small business owners. Our team knows how to serve your business’s unique bookkeeping needs, and they do it very well.

Responsive support

Got a question? No problem. Send your team an in-app message or have them call you at a time that suits. uBooks bookkeepers respond to questions within one business day.

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Tax time support

Simplify your Tax

We make tax time easy by connecting you with a Tax Agent we trust. By answering a few questions and sharing documents, your tax will be lodged painlessly and on time.

Collaborating with your Accountant

If your Accountant has any questions or would like to provide adjustments at the end of the year, your uBooks team will work directly with them to ensure everyone is on the same page to save you from any extra legwork.

Catch up Bookkeeping

If you’re a new uBooks customer and you have a backlog of unaccounted bookkeeping, our team can get you caught up in no time. We can complete 1 years' worth of bookkeeping in just a matter of weeks.

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Security

Secure data transmission and storage

All your sensitive data is stored on our secure Australian servers powered by Azure. During the bookkeeping process we will always ask you to securely transmit your data to us through your unique online login.

Employee background checks

We are an open team and all members of the uBooks family firmly believe in our values of putting the client first. The security of your information is of the utmost importance the entire uBooks team operate on this mantra.