Stop Wondering Where the Money Went.
Start Knowing Where It’s Coming From.
We Provide More Than Just Bookkeeping. We Provide Trades-Specific Financial Systems That Give You Control, Clarity, and Confidence.
You’re Great at Your Trade. We’re Great at Ours.
Trying to handle your own books is like trying to wire a house without a license - it’s stressful, risky, and you’ll probably get shocked. You need a specialist.
Our services are designed from the ground up for trades business owners. We don’t offer generic advice. We offer tailored solutions that directly address the money headaches you face every day.
We Help You Solve These Critical Problems:
Mate, I don't know my true job costs
Our Job Profitability Reporting gives you transparent answers.
Mate, I’m always stressed about tax and BAS.
We handle all compliance, so you're always ahead.
Mate, my cash flow is a freaking rollercoaster.
Our Cash Flow Management systems smooth it out.
Mate, my Xero is a mess.
No worries! We’ll clean it up, set it up right, and we can train you or just manage it for you.
Your Path to Clarity: Our Core Services
Choose the level of support that’s right for your business. From a one-off fix to a complete partnership, we have the plan that fits.
The Financial Tune-Up
(For Those Who Need a Fresh Start)
Ideal for the trades business that’s fallen behind, has a messy Xero file, and needs a clean slate to move forward confidently.
You have the software, but it’s not working for you. This one-off service is the ultimate reset button. We dive into your accounts, untangle the mess, and build a solid foundation for your future growth.
What's Included:
- Xero File Clean-Up & Diagnostic Review. We identify errors, duplicates, and missed opportunities.
- Customised Xero Setup. Configured specifically for your trade (e.g., tracking for materials, labour, subcontractors).
- Catch-Up Bookkeeping. We bring everything up to date.
- A Clear Action Plan. A straightforward report showing your current financial position and the next steps to take.
The Co-Pilot Package
(For Ongoing Peace of Mind)
Ideal for the busy trades business owner who wants to hand off the bookkeeping completely to focus on the jobs, not the spreadsheets.
This is our most popular package. We become your off-site finance department, handling your day-to-day numbers and compliance, so you can stop worrying and start profiting.
What's Included:
Everything in The Tune-Up plus:
- Full-Service Bookkeeping. Bank reconciliations, invoicing, bill management, and expense tracking.
- Stress-Free Compliance. BAS/IAS preparation and lodgement, payroll processing, and superannuation payments.
- Unlimited Support & Guidance. Phone and email support to answer questions as they come up.
The Profit Builder Partnership
(For Strategic Growth)
Ideal for the established trades business that’s ready to scale, increase profit margins, and build real wealth.
This is where we move from basic bookkeeping to becoming your strategic financial partner. We provide the deep insights you need to make smarter decisions, win better jobs, and maximise your profitability.
What's Included:
Everything in The Co-Pilot Package plus:
- Advanced Job Profitability Reporting. See exactly how much you make (or lose) on every single job Know your true cost of labour and materials.
- Regular Cash Flow Forecasting. Know your financial future weeks and months in advance. Plan for new equipment, hires, and holidays with confidence.
- Quarterly Strategy Sessions. We meet to review your numbers, identify trends, and create an action plan to hit your financial goals.
Testimonial
Since switching to SMART MATE’s Co-Pilot package, I’ve saved more than 10 hours a month on admin. Their job reports showed me I was undercharging for materials—fixing that alone paid for their services for the year.
Ben, Carpentry Business Owner
Not Sure Which Service You Need?
Let’s Talk It Through.
You don’t have to diagnose your financial headaches alone. The first step to getting back on track is a simple conversation.
Book a free, no-obligation call with us. We’ll listen to your challenges and recommend the most sensible and strategic path forward for your business.
See A Sample Tradie Report
Why Every SMART MATE Service Works for Tradies.
- No Jargon, Just Clarity. We explain everything in plain English. You’ll finally understand your financial story.
- Xero Experts. We are certified advisors and can make this powerful tool work for you, not against you.
- Flexible, Affordable Plans. With weekly or monthly payment options, quality bookkeeping is more accessible than you think.
- Your Time is Money. The hours you save on bookkeeping can be spent on revenue-generating work or with your family.
Frequently Asked Questions
Why can’t I just get my wife to handle the books?
Isn't a bookkeeper a big expense?
How do you handle my sensitive financial data?
Ready to Turn Your Books into Your Greatest Asset?
Stop letting paperwork hold your business back. Choose a service and let’s make all the stuff in the ‘too hard basket’ too easy.
Still have questions?
Prefer to see the numbers first?