Here is what it’s like partnering with uBooks

  • Starting
  • During
  • Ending

We will gather all the required financial documents needed to do your
bookkeeping and produce relevant information to you

business clients

Collating the bits and pieces

Invite uBooks as your adviser from your Accounting software and we’ll start reconciling!

We have a simple and secure file sharing platform for the other tid bits and will always outline what is required.

Once we have all the documents we need, provided there are no further queries we will finalise and
reconcile your books within 5 business days after close off.

We do your bookkeeping

Each month, your uBooks team reconciles your accounts, finalises sales and purchases, categorises your transactions and produces relevant reports. Your team will make any necessary adjustments or notes to ensure you are compliant with the Australian Taxation Office requirements.

Feel free to ask

All entrepreneurs should understand their books. We would not be here if we didn’t operate under the same mantra. Your uBooks team is always here for any questions you may have. We're on all the usual platforms. Hands off, eyes on.

Your help counts

There may be times where we need your input to accurately categorise transactions. We’ll always collate all our queries and provide options to choose from and then you can point us in the right direction.

Your uBooks team member will let you know your books are ready for
your review and provide draft reports.

business clients

The service from uBooks has been faultless and excellent. Not only are they taking care of our high-volume transaction bookkeeping, but they are constantly looking at ways to simplify our reporting needs. They give us the confidence we need that our bookkeeping is compliant with our laws and given us back the much-needed time for us to focus on growing our business.

reviewer1
Yannick, Director @ PayLater Travel

The team at uBooks has made it so that we never have to worry about our payroll again. We have been working with them since our first hire and continue to do so as our team is growing. They handle everything from new employee onboarding, sharing timesheet information to handling our treasury, so our staff members are paid on time, every time. We trust the expert team at uBooks to smoothly transition into the upcoming Single Touch Payroll requirements.

reviewer1
Josh, Director @ ACE Caulking

We would just like to say a huge Thank You to the uBooks teams. The onboarding process into your bookkeeping and payroll system was the best thing we have ever done. The team provides us with monthly reports that highlight the crucial points of our business to enable us to make better decisions. Our dedicated Account Manager is always there to answer any questions we have.

reviewer1
Dully, Director @ Barewolf Clinics