Our experience and philosophy

About us

Streamline Management is a boutique bookkeeping firm for owners of professional services and small trades & construction businesses, who hate doing paperwork and doing the books.

We use cloud apps to provide full service, paperless bookkeeping, to help our clients remain compliant, stress less and make informed business decisions.

We’ve been assisting small businesses since 1997, and we’ve seen it all. All kinds of people and all kinds of changes to the business landscape.
Our Australian based team work with businesses all over the country – we love to work with straight shooting trades & construction business and professional service businesses (like us!).

We'll collaborate with your accountant, coach & other experts to help you succeed.

Our packages include the usual tasks you’d expect:

  • GST and BAS – as BAS agents we can lodge your business activity statement with the ATO electronically and take advantage of extended deadlines **** (conditions apply)
  • Support – by phone, email, zoom or in person
  • Payroll – workers comp, super, correct tax withheld from wages, group certificates/ payment summaries and  STP (Single Touch Payroll)
  • Accounts receivable – follow up your customers and collect outstanding invoices so you don’t have to be the bad guy.

 

Need more? Our customised packages can also include:

  • Cashflow forecasting – knowing if/when you’ll run out of cash is crucial to sleeping well at night!
  • Reports – custom reports that give you the information you need to run your business. We are happy to meet with you to explain what you need to know about how your business is tracking.
  • Accounts payable – making sure your bills are paid on time, we can also prepare your electronic banking payments for you.
  • Subbies – review their invoices and insurance to keep you covered
  • EOFY – reconcile all accounts including payroll, and work with your accountant so they can prepare your tax return and you don’t need to deal with the tedious technical details.
  • App selection & connection – setup Xero, Receiptbank/Dext & help with industry apps so you can run your business on the road. Need a job management tool? Detailed cashflow required? Need detailed timesheets?
  • Email monitoring – managing accounts@yourbiz.com.au. We can chase suppliers for invoices, resend customer invoices – so you don’t have to.

Meet the Streamline Management Team

Monika Stelzner MBA

co-founder and director

Monika is our senior bookkeeper and BAS agent, and is in charge of client budget creation and report generation. She is a management accountant with 25+ years experience in running a small business, and focuses on small business development.
Monika has an MBA specialising in international entrepreneurship and small to medium business management, has a Bachelor of Business degree majoring in accounting and communications.

Monika is trying to get to as many fintech conferences as possible.

Nicole Lynch

co-founder and director

Nicole is our senior client wrangler, app lover and professional googler, she has worked closely with countless businesses from differing industries since the late 90s – that’s a life time of experience in bookkeeping!
Nicole is our Xero wizard and loves helping small businesses make the switch from desktop to the cloud using connected business apps, she has extensive knowledge of current small business technology that can reduce admin and simplify processes in small business. As the name suggests, she loves streamlining and digitalising businesses.
Nicole champions the power of community.

Nicole is a speaker & showpony and wears a lot of red!


Katherine

administration manager and bookkeeper

Katherine is a registered BAS agent and has many years experience with various software packages and connected apps. She is our senior document chaser, bank statement wrangler and admin organiser.

Katherine loves long walks along the beach.

Could this be you?

We are always looking for talented people. Contact us for further information.

Are you in Sydney and looking to work with an experienced bookkeeping team that can show you the ins and outs of the industry?

 

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