Bookkeeping - Digital Agency

Bookkeeping Application Form.

Business Details

Provide your registered business details.

Business/Trading Name

ABN (if available)

Entity type

Sole Trader (ABN)

Company

Partnership

Trust

Trading name (if different)

Business Address

Address Line 1

Address Line 2

City/Suburb

State

Post Code

Country

Primary Contact

Who should we contact about your bookkeeping?

First Name

Middle Name (if any)

Last Name

Contact Email

Contact Phone

Select Bookkeeping Package

Choose your package below. Starter includes up to ~100 transactions/month. Professional includes ~300+ transactions/month and more detailed reporting.

Choose a package

Sole Trader Lite — AU$199/month (≤1 account, ≤60 txns/mo)

Starter — AU$299/month (≤2 accounts, ≤100 txns/mo)

Professional — AU$499/month (≤4 accounts, ≤300 txns/mo)

Scope & Software

Tell us how your books are set up.

Bookkeeping software

GST registered?

Yes

BAS/IAS frequency

Work Period (Ongoing + Catch-up)

Choose when we start and whether you need past months cleaned up.

Volume & Complexity

This helps us price and schedule your work automatically.

Approx. transactions per month

10 to 100

101–300

301–600

600+

Number of bank/credit/cash accounts

Payroll

No payroll

Yes – employees on payroll

How many employees?

Pay cycle

Uploads (DOCs)

Required documents

Please upload files for the selected catch-up period and the current month.

Bank & credit card statements for all accounts (CSV preferred, PDF accepted)
Sales invoices and sales/POS/e-commerce reports
Supplier bills/receipts
Payroll reports (employee summary, pay runs, STP, super) if applicable
Payment gateway statements (Stripe/PayPal/Square/Afterpay)
ATO/BAS/IAS notices (if GST registered)
Trial Balance & General Ledger exports if migrating systems

If you use Xero/QBO/MYOB, please invite info@xactifyaccounts.com.au as an Adviser and upload statements for faster reconciliation.

Bank & credit card statements (all accounts)

Choose File

Sales invoices & sales/POS/e-commerce reports

Choose File

Supplier bills/receipts

Choose File

Payroll reports (employee summary, pay runs, STP, super)

Choose File

Payment gateway statements (Stripe/PayPal/Square/Afterpay)

Choose File

ATO/BAS/IAS notices

Choose File

“Migrating from another system?”

Yes

Trial Balance & General Ledger export (if migrating)

Choose File

Pricing & Payment

Select your package; any catch-up and add-ons will be added automatically.

Bookkeeping Plan

Sole Trader Lite — AU$199/month

Starter — AU$299/month

Professional — AU$499/month

Pay with Card (Stripe)

No payment items has been selected yet

Catch-up bookkeeping

No backlog – ongoing only

1–3 months backlog (quote required)

4–6 months backlog (quote required)

12+ months backlog (quote required)

Custom range (quote required)

💡 Catch-up bookkeeping is billed at a premium rate of $80/hour or approx. $1.80–$2.00 per transaction.
Final quote depends on the number of transactions, missing records, and software setup.
We will review your records and send you a tailored catch-up invoice before starting.

Declaration and Consent

I confirm that I have read and agree to the Terms and Conditions and Privacy Policy. I understand that Xactify Accounts provides administrative bookkeeping support services only (not a registered tax agent) and that my information will be handled in accordance with Australian Privacy Law.

I Consent and agree to the Declaratons, Privacy Policy and Terms & Conditions Mentioned above.

I authorise Xactify Accounts to use this data to provide bookkeeping services.