Are you a business advisor such as an Accountant, Outsourced CFO or Business Coach?
Would you like to free up your time, increase client retention, provide accurate on time reports and make more profit?
Our white label solution is proven to deliver results.
Do you find yourself having unproductive or frustrating meetings with your clients because the Xero file is incomplete or inaccurate?
Bookkeeping is an integral part of the accounting process where the capture and collation of financial data all begins. Bookkeeping should not be treated as an add on solution to the accounting process, it needs to be part of your whole accounting solution for your client to enable you to offer them a fully comprehensive financial service, taking care of their transactions, payroll, taxation and advisory work.
But you don’t want to do the bookkeeping, and don’t have the systems or resources to provide this service…right?
We have the solution for you!
Introducing our service of White Label Bookkeeping – giving you the tools and capacity to support and grow your advisory business without the hassle of resourcing it! White Label Bookkeeping means you have a new additional service offering to your clients.
How White Label Bookkeeping works
An accounting firm found they were getting more and more requests from clients to provide a ‘one stop shop’ service to their clients.
Outsourced CFO business where the CFO is working alone and taking care of several clients.
How we meet your client needs
It all comes down to the team and the systems we use!
Established in 1998, we are a team of 12 bookkeepers, all located in Australia. We are an ISO certified quality assured firm, working from checklists and procedures.
We have specific customised procedures for every client, backed by our quality assurance system.
We work almost exclusively with Xero and know it inside out, making us extremely efficient in our bookkeeping tasks.
Our practice management system generates and tracks our jobs and tasks so that nothing can be missed.
So Why Trust Ultimate Business Solutions to Represent Your Brand?
We are here to help you create long term relationships with your client, all under one roof, grow the advisory side of your business and have the data to enable more productive advisory meetings. We are here to make you look great in front of your client.
Lucy and Ultimate Business Solutions solved all our bookkeeping and BAS problems.
Being a tradie I don’t have the time or the knowledge to dive into this side of the business. Lucy came to my office and provided a detailed consultation, gave me the advice and solutions to take all my worries away. I am so happy that I made the correct decision to use Lucy UBS which has freed me up to do what I do best. With UBS working for me in the back ground, everything runs in order and all my bookkeeping information I need is only a click of the button away.
I have no hesitation in recommending Lucy and her team!
Godmands Kitchens & Joinery
Lucy has been a trusted advisor to Safety Australia Group for many years and will continue to be so. She operates her business with the greatest of integrity and professionalism. In fact, we became a client of Lucy’s after another client recommended Lucy and UBS to me. If you are looking for someone to remove the worry of bookkeeping for your business and allow you to concentrate on what you do best, do yourself a favour and contact Lucy.
Safety Australia Group
I have used Lucy and Ultimate Business Solutions for over 10 years. The team is seamless, the customer service excellent and responsive. During Covid and all the job keeper changes they did not miss a beat – always communicating and making sure we were well set up and organised. As my company has grown I have used more and more services, starting from just BAS to now full accounts and payroll. The first year I showed my “books” to my accountant he asked for Lucy’s details because he was so impressed with the work.
Epic Rehab Australia
Lucy and her amazing team at ultimate business solutions have been serving our business for few months now, we never been happier… They are precious, responsive, accurate and above all friendly… Thank you Lucy for your outstanding service..
I have been a client of Lucy’s since 2006 and have had such a positive experience. Lucy and her team provide excellent Bookkeeping services, are always extremely timely, accessible and willing to support me with whatever is needed. I highly recommend Lucy and her business to anyone looking for a superior service.