Clear the backlog.
Months of downloads and loose receipts? We organise supplied records by business, account and period, and flag duplicates and gaps.
THE PREP BEFORE THE ACCOUNTANT
Your records.
In order.
Off your mind.
Receipts, statements and loose ends, organised into a clear handover for your accountant.
We prepare your records. Your accountant handles the accounting and tax.
VOLTARI / ACCOUNTING01
ACCOUNTANT HANDOVER
Everything in its place.
Everything in its place.
Bank statementsFiled by account and period
✓Receipts & invoicesNamed, sorted and matched
✓Questions for your accountantMissing items and exceptions flagged
↗One organised pack.Ready for review ↗
THE PAPERWORK, HANDLED.↗
Less paperworkFewer loose endsA clearer handoverYour accountant stays in charge
SMALL DETAILS. BIG RELIEF.
From scattered paperwork
to a clear starting point.
One catch-up project or regular record organisation. We take care of the preparation, so your accountant can focus on their work.
Bring the records together.
Receipts, invoices and statements collected into a consistent folder structure. Non-tax transaction matching helps identify missing supporting documents.
Make the handover easy.
A document index, organised source files and an open-items list, prepared in the format agreed with you and your accountant.
A HANDOVER, NOT ANOTHER PILE
Know what’s there.
Know what’s missing.
Your accountant should not have to start with a folder called “miscellaneous”. We bring structure to the information you already have.
Let’s clear the backlog ↗YOUR HANDOVER CAN INCLUDE
- Clearly named receipts and invoices
- Statements grouped by account and period
- A matching and reconciliation worksheet
- Missing records and duplicates flagged
- A summary of unresolved questions
- A document index for your accountant
A SIMPLE THREE-STEP HANDOVER
Less chasing.
More clarity.
- 01
Agree the scope
We confirm your record volume, time period, deadline and what your accountant wants to receive.
- 02
Organise and check
We sort the supplied records, match supporting documents and flag gaps. Tax treatment stays with your accountant.
- 03
Hand over clearly
You receive the agreed files and a clear questions list. You approve any direct handover to your accountant.
CLEAR ROLES. NO CONFUSION.
Your preparation team.
Not your accountant.
Voltari Accounting is a record-organisation and preparation service. We do not act as your accountant or registered tax or BAS agent.
We do not provide tax advice, decide GST treatment, prepare or lodge BAS or tax returns, run payroll compliance, or provide audit or assurance services. Your accountant reviews the records and makes the accounting and tax decisions.
Where work requires a registered professional, it stays with your appointed provider. A later review does not turn regulated work into an admin task.
A SCOPE THAT FITS YOUR RECORDS
One clean-up.
Or ongoing support.
Tell us how much needs organising, the period involved and what your accountant needs. We confirm the work, timing and price before you commit.
Discuss your recordsQuoted separately. No online charge or subscription starts from an enquiry. Accounting is not included in the online bundle calculator.
A few things you might ask
Good questions.
Straight answers.
Something else on your mind?
Ask us directly.
Are you replacing my accountant?
No. We organise the records that your accountant needs. Their advice, tax decisions, reporting and lodgements remain with them.
Can you help if I am months behind?
Yes. Tell us the period and approximate record volume. We scope a one-off catch-up, flag missing information and agree a realistic delivery date before work begins.
Do you offer ongoing support?
We can agree regular record organisation and handover preparation. The volume, frequency, deliverables and fee are confirmed in writing first.
Can you work with my accountant’s format?
Yes. Share their document checklist or preferred folder structure. We agree what the handover includes before starting; any direct communication or transfer needs your permission.
Should I send my bank login or tax file number?
No. Do not send passwords, bank credentials, card details or tax file numbers through this website or an enquiry email. We agree an appropriate document-transfer method and access permissions before collecting records.
How much does it cost?
The price depends on record volume, how organised the files already are, the time period and the handover required. We confirm a written scope and price before you commit. No payment or subscription starts with an enquiry.
Where do you work?
We are Melbourne-based and can provide remote record organisation for businesses elsewhere. Your local accountant remains responsible for the accounting and tax rules that apply to you.
LET’S GET IT SORTED
A clearer desk.
A clearer head.
Tell us the period, approximate record volume and what your accountant needs. We’ll take it from there with a clear scope and price.
Email us about your records [email protected]Opens your email app. Nothing is sent until you send it.
Please do not attach financial documents or sensitive information to your first enquiry.