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Business Services

We work by partnering with your business to improve the quality of the services being delivered to streamline your commercial operations to maximise financial reporting. Dalton Financial Group is a professional partner with Xero and Quickbooks. We also support the development of training material and participate in the implementation plan which may involve the development of project plans and often requires project management skills. With proficient set up and support, we’ll take the time and hassle out of managing your books. This will leave you more time to focus on your operations.

Bookkeeping Services

We work with small businesses tailoring a solution in understanding their business requirements. All work is performed by a qualified team using concise checklists and supervised working under a qualified accountant. We implement efficient ongoing bookkeeping solutions to help keep you on track. We can help you manage your cash flow so you have funds when you need them. We can help you with your budgeting process and forecast income and expenditure do regularly check to see if your business is operating as planned. While some of our clients still prefer an hourly rate, we try to provide all of our clients with fixed fees for additional peace of mind.

Benefits in outsourcing your bookkeeping services

Increasingly small businesses are seeing the benefits in contracting out their bookkeeping activities due to the following:
  • More time. You will have more time to focus on the operational aspect of your business while having comfort that your finances are conducted by a qualified professional.
  • Expertise. Using an external bookkeeper gives you access to a qualified resource; someone who understands your reporting obligations and has technological solutions to make things easier.
  • Save money. By outsourcing your bookkeeping, you save time by selecting a candidate and having to go through the entire interview process from end to end.
  • Access to technology. Most small businesses can’t afford state of the art bookkeeping technology. With Dalton Financial Group, you’ll get access to the latest cloud based software – Xero, Quickbooks. This gives you real time visibility into your financial performance as well as streamlining the preparation of BAS, tax returns and financial statements.
Accounts Department
We can manage all your accounts payable, accounts receivable, and payroll processing for you.

Heading
Completion, review and lodgement of your business BAS is a standard part of our bookkeeping service. We will make sure your ATO deadlines are met on time, every time. Being tax agents we know what the ATO needs and when; and we make sure your deadlines are met every time.

Payroll Solutions
With tax changes year on year payroll management can be very difficult to maintain, including on costs such as leave accruals, entitlements, superannuation and long service leave. We can help you with this mundane process making it easier for you to carry on with your business.
Software & Systems
we have extensive experience using a wide variety of accounting software packages. We can give you advice on which software is right for you, help set the software up (or transfer your existing data if required). We can train you and your staff on your new system too, and afterwards can help you with your bookkeeping needs and any questions that come up about the software, if you like.

What we use
Some of our Accounting Systems that we use include:

Financial Accounting Services

The services we offer are the following:
  • Balance sheet reconciliations
  • Policies, Procedures & Manuals
  • Financial Planning & Analysis, Budgeting, Forecasting
  • Cash flow statement

Business Analysis Services

Business analysis is a research discipline of identifying business needs and determining solutions to business problems. Solutions often include a software-systems development component, process improvement, organisational change or strategic planning and policy development.
At Dalton Financial Group we are a valued member of IIBA (International Institute of Business Analysis). The value we add to your company is professionally delivered business partnering services to ensure you are maximising your bottom line.
We offer the following services:
  • Strategic planning – to identify your organisation’s business needs
  • Business model analysis – to define your organisation’s policies and market approaches
  • Process design – to standardise your organisation’s workflows
  • Systems analysis – the interpretation of business rules and requirements for technical systems

Consulting Services

Whether you are looking to update your systems, find temporary solutions to staffing needs, or just want some advice on your business, our consultants will identify your gaps, offer recommendations and issue you a report on their findings.
We offer the following services:
  • Extensive knowledge of ERP Systems ie. SAP
  • Project Finance Management
  • Capex business cases & capital reporting
  • Asset analysis & reporting
  • Business financial modelling
  • Strategic budgeting, planning & forecasting

Our Customer Stories