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Switching childcare bookkeepers

What actually happens, and what we need from you.

The short version. You can plan a move at any time of year. Access to your accounting and CCMS software usually provides most of what we need. We confirm the timing, access and any missing records with you before taking over the agreed work.

Getting your detailed quote

  1. You complete our detailed quote questionnaire. Tell us about your centre, the accounting and CCMS software you use, and exactly which services you want us to take on, including any additional reports or retention-payment work.
  2. We review your answers. If anything needs clarification, we contact you before preparing the quote.
  3. We prepare your detailed quote. A fixed fee against a written scope, so you can see what is included before you decide anything.

Switching across

  1. You accept the agreement. Nothing starts before that is signed.
  2. You pick the timing. Any time of year works. There is no need to wait for a new quarter or a new financial year. The easiest moment is straight after a pay run, which gives us a full cycle to get everything set up before the next one.
  3. You give us access to your software. Your accounting file and your CCMS. That is the bulk of what we need.
  4. Banking access, if you want it. Only needed if you would like us to prepare supplier payments for you to approve.
  5. ATO linking happens as we go. We walk you through the linking needed for the ATO work you want us to handle and plan it around upcoming lodgements.
  6. We run your first pay. If payroll is included, we check employee records and opening leave balances, work through any questions and prepare the first pay run from your approved hours.

What we need from you

  • Access to your accounting software — Xero, MYOB or QuickBooks Online.
  • Access to your CCMS — QikKids, Kidsoft, Xplor, Owna or whatever you run.
  • Banking access, only if you want us preparing payments.

Will your current bookkeeper need to be involved?

In most cases, access to your existing software gives us the records we need without a separate handover pack. If records sit outside those systems or something needs clarification, we identify the gap and help you arrange what is needed.

We agree on the changeover date so everyone knows who is handling the next payroll, attendance submission and lodgement.

Ready to switch?

Request your detailed quote

Prefer to talk it through first? Call 0424 150 850 or email info@childcarebookkeeper.com.au.

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