Our services
One finance partner.
Three levels of support.
From handling the accounting to understanding performance and planning ahead, our support grows with the needs of your business.
01 / The foundation
Accounting
The essentials, handled properly.
We take care of your bookkeeping, payroll, BAS and tax, keeping your accounting organised and your recurring obligations on track.
Bookkeeping · Payroll · BAS · Tax
02 / Financial oversight
Managed Finance
Know what's changing and what needs attention.
Everything in Accounting, plus active monthly financial oversight. We investigate important changes in cash, margins and costs, and help you understand what matters.
Financial reviews · Cash · Margins · Decision support
03 / Looking ahead
Planning & Performance
Make important decisions with the numbers behind them.
Everything in Managed Finance, plus budgets, cash forecasts, profitability analysis and scenario planning to support important business decisions.
Budgeting · Forecasting · Profitability · Scenarios
What's different between the three?
Every level builds on the one before it. The difference is how much ongoing financial support your business needs.
| Capability | Accounting | Managed Finance | Planning & Performance |
|---|---|---|---|
| Bookkeeping, payroll and compliance | Included | Included | Included |
| Structured financial check-ins | Quarterly | Monthly | Monthly |
| Monthly performance review and investigation | — | Included | Included |
| Cash, receivables and cost monitoring | Basic obligations visibility | Monthly oversight | Monthly oversight |
| Budgets and rolling cash forecasts | — | — | Included |
| Detailed profitability and scenario modelling | — | — | Included* |
Bookkeeping, payroll and compliance
- Accounting
- Included
- Managed Finance
- Included
- Planning & Performance
- Included
Structured financial check-ins
- Accounting
- Quarterly
- Managed Finance
- Monthly
- Planning & Performance
- Monthly
Monthly performance review and investigation
- Accounting
- Not included
- Managed Finance
- Included
- Planning & Performance
- Included
Cash, receivables and cost monitoring
- Accounting
- Basic obligations visibility
- Managed Finance
- Monthly oversight
- Planning & Performance
- Monthly oversight
Budgets and rolling cash forecasts
- Accounting
- Not included
- Managed Finance
- Not included
- Planning & Performance
- Included
Detailed profitability and scenario modelling
- Accounting
- Not included
- Managed Finance
- Not included
- Planning & Performance
- Included*
* Detailed client or project profitability analysis depends on suitable financial and operational data.
A few things worth knowing.
Does Kurrent replace my accountant and bookkeeper?
Yes. We provide ongoing bookkeeping, payroll, BAS and tax services within the agreed scope, with additional financial support available depending on your service level.
Do I need Managed Finance if I already use Xero?
Xero provides the financial records and reports. Managed Finance adds someone deliberately reviewing performance, investigating meaningful changes and helping you understand what needs attention.
Can I start with Accounting and move to Managed Finance later?
Yes. Your level of support can change as your business grows. Any change in scope and fees is agreed upfront.
What if our existing accounts need cleaning up?
We review the starting position before taking over. If material historical cleanup is required, we explain the work and agree the scope and fee first.
20-minute Kurrent fit call
Not sure what level of support makes sense?
Tell us where your business is today. We'll help you work out what you actually need.
20 minutes · No obligation
Live availability
Choose a time that works.
20 min · video call
See Kurrent’s live availability and book directly into the calendar.
20 minutes · No obligation