We would like to thank you for the flawless transition to Spanner Planner and Xero accounting software Previously we were running three software system one for payroll, one for accounting and another for point of sale All of which were all not talking to each other and took up valuable time trying to reconcile all the information With Gillian’s help we were able to merge all of our customer data into Spanner planner and Xero seamlessly. Without Gillian’s help this would not have been possible including a face to face training session and ongoing support which have made a very easy change over. The new system has been fantastic to work with. As a small business any time that can be saved on book work is great news allowing us to concentrate on the core of our business . Especially the fact the system is fully mobile be accessible from multiple computer with a simple log on through google chrome The functionally of Spanner Planner lets us process all of our jobs and invoices, with this data feeding straight into The Xero Software with a simple one click of the button. At any time of day we full view of how our business is tracking The live bank fees into Xero makes reconciling with the money coming in extremely a very quick process Spanner planner and Xero have been a huge assets to our business by cutting our administration time by a 1/3 rd Thank you again Jason Pringle

~ Jason Pringle, J.PRINGLE AUTOMOTIVE, Victoria

Gillian did a great job setting up our business’ accounting system using Xero. She knows the system back-to-front and quickly had us up and running. Her service and follow-up was prompt and helpful and she was able to recommend integrated Xero partners to provide a full online accounting and payroll solution that meets our business needs.

~ Michael Kent, Australia

I have used MYOB for many years and was sceptical about trying a new accounting system. However, I have to say that I was extremely impressed by Xero and its implementation by Gillian.

~ Sandra Schuetze, Accountant, Straddie Camping

I have worked with Gillian for 18 years. Gillian has always demonstrated an extremely professional approach to our mutual client requirements. Her exceptional attention to detail and meticulous completion of accounting requirements is commended. These attributes, combined with her smiling face, friendly disposition and concerned attitude to clients' needs means that your association with her will be totally rewarding. I would certainly recommend Gillian to any prospective client who is seeking a reliable professional with accounting skills, as well as software knowledge and consultancy.

~ Steve Potts, Consulting Accountant

View All Testimonials

Latest News

Dec 09

CreditorWatch & Xero - Tools Of the Trade for Tradies

Posted by Gillian Rossouw at Tuesday, December 09, 2014

Doing the job is one thing.  Getting paid is another thing!  

One of the many challenges that comes with running a business is making sure SME business owners keep on top of administration, GST compliance and finances to maximise their profit.  As their business grows, new challenges appear.  Particularly with trades and service business who are not only working  "on the tools",  but they are also require business management skills.

They now find that their business role has changed dramatically into that of a management role.  This comes with the territory, viz staff recruitment, managing staff, chasing new contracts, building business relationships, providing quality service, debt collection and cash flow.


Tradies in Australia have had to contend with late payers and bad debts far too often.  I have heard many stories of woe and as one of my clients has mentioned "he is out there driving new business and does not want to be the one chasing bad debts".

The key to success is working smarter and this is where I believe CreditorWatch, who has sashayed into the online ecosystem space to provide real time credit reports, customer monitoring & alerts and debt collection tools, is a winner.

What is CreditorWatch?  & How It Can Help Small Business


CreditorWatch is a cloud based credit-reporting agency that manages the credit files of all commercial businesses in Australia. It assists to identify bad debtors and helps to provide credit management solutions.  CreditorWatch comes in three flavours with various levels of access.  The monthly subscription plans are packaged  on a 15 day trial period and can be upgraded or specifically tailored to suit the user's needs.

Some of their cool features and what I like about CreditorWatch:

I have been using CreditorWatch with Xero for just over a month and have found the tools, email notification updates and resources terrific, all of which have been really beneficial in running my own business.   Love that CreditorWatch Connects with Xero.

Collaboration: Within 24 hours of signing up, I received a welcoming letter thanking me for connecting CreditorWatch to my Xero account as well as receiving a follow up phone call from my new account manager, who offered to take me on a guided tour.

Customer Lookup: Search for a business by "Name, ABN and ACN":  Whilst assisting one of my clients when performing their quarterly BAS Business Health Check, came across a new sub-contractor my client was dealing with and was not sure if he was had an ABN &/or registered for GST.   I was able to do a quick search and had the answer, readily available just by entering the contact details from the dashboard.

Customer Love: Excellent.    Easy to use, wide range of functionality. Cloud based am able to use on my iPad.  Ticks all the boxes.

At a glance:

- Online: Provides the tools to assist with decision making, knowing who you are dealing with before opening up that account and whether there are any risk factors.

-  Integrates with Xero: Synchronise with Xero via API with seamless integration of customer list and outstanding balances brought across appearing on dashboard with each company's Australian Business Number and an option to turn on the monitoring tool.

- Credit Reports & Scores:  Access a credit report on any business in Australia and have these readily available in graph format when logging into CreditorWatch.  

- Risk Monitor:  There is a “High Risk” portfolio summary visible from the dashboard showing companies you are dealing with and whether any adverse rulings have been associated against these companies.  The listing shows a comprehensive report on court judgements, company deregistration, strike off actions in progress, ASIC insolvency notices and or whether mercantile footprints have been registered.

Members can take action against bad debtors and non payers, by lodging defaults online and warn other businesses.

- Education and Tools Portal: A raft of debt collection tips, credit management documents and articles on how to assist with managing credit.

- Use CreditorWatch Logo: Incorporate their logo in conjunction with your own company branding on invoices, statements, website and final payment requests.

 - Online Support: All-In-One support, awesome customer service.  Quick and easy to get up and running.

Aug 24

It is never too late to start using Xero

Posted by Gillian Rossouw at Saturday, August 24, 2013

So you want to convert your data to Xero?

Not sure how?; Who to go to? ; Where to start ?

We offer a personalized data conversion service specifically to fit each individual business/client needs.   No matter whether it be QB, MYOB, or any other On-Premise accounting system we will have you up and running in next to no time.

Our expertise in this area spans many years in IT and Data Management service, and are extremely proud to have migrated hundreds of clients’ data to Xero.  As BAS Agents and Modern Bookkeepers, we understand accounting so you will be in safe hands to ensure “Best Practice” and compliance is correctly adhered to throughout the transition.

All the work is carried out in-house, under strict project management guide-lines.  We are serious about what we do and comply with the Privacy Act. Each project is meticulously scoped by our Xero Certified Advisors to ensure your data transfer is 100% accurate.

Sit back, relax and take some well deserved time out until you receive your first invite to log in and access your shiny new Xero.  This is where all the fun begins and trust me, using Xero is addictive so don’t say I did not warn you!

This is what we provide in our conversion service.

  • Map and Import Customers &  Suppliers
  • Import Chart Of Accounts
  • Import Items
  • Enter Trial Balance
  • Set up Tracking – (Job Coding)
  • Import Open Invoices (Receivables & Payables)
  • Set Up Payroll – we will even process your first pay-run
  • Bank Feeds – linking your bank accounts, Paypal & 3rd Party Services

 Our conversion service includes 2 months Xero Subscription

Want more? Talk to us about what we offer in our training packages.

We will train you to use Xero correctly, showcasing tips, tricks and all the cool features Plus.  

Looking forward to meeting you in the cloud using the Xero Eco-System


Jun 29


Posted by Gillian Rossouw at Saturday, June 29, 2013

Open for business – Spanner Planner Training and Support
With the new financial year upon us, I would like to wish everyone a productive year ahead plus share some really cool information on a recent Xero Add On Solution.

Have you heard about this product ? Spanner Planner ? No !

Well Let me tell you a little about it. www.spannerplanner.com

Created by the Auckland company App2SaaS, has been in development and beta testing for close to 2 years and now has been launched internationally.

What Does It Do and How Does It Work

Is dedicated to providing auto workshops with the information they need to enable them to run a busy workshop and to become more efficient and work smarter using the Cloud It is powerful and economical

Tradesmen are excellent at their jobs they work long hours, extremely busy but time poor.

Whilst designed for the auto industry it is not limited, in fact it is suitable for bicycle repair workshops, the marine industry, tyre repairers and roadworthy certifiers to name a few of the services which come to mind.

Spanner Planner is another brilliant home grown easy to use eco-system software hatched out of New Zealand.

How does Xero work with Spanner Planner?

Spanner Planner is fully integrated with Xero in the following ways:

  • Create a client in Spanner Planner and it will be pushed to Xero.
  • Create a client in Xero and it will be imported into Spanner Planner
  • Create an invoice in Spanner Planner and it can be manually pushed into Xero
  • Create an invoice and a payment in Spanner Planner and it will be automatically pushed in the next Xero Sync
  • If an invoice has been manually pushed to Xero, and a payment made, Spanner Planner will import the payment
  • If you create a supplier in Spanner Planner then it will be pushed into Xero
  • If you create a supplier in Xero then it will be imported back into Spanner Planner
  • If you create a purchase order for a part or parts, then Spanner Planner will push Purchase Order into Xero
  • If you return a part or part(s) to the supplier then Spanner Planner will create a credit note
  • more with Xero

We have worked closely with Spanner Planner during their beta development stage and in turn assisted clients who have shown a genuine interest in using Spanner Planner, providing demos, support and shouting out on twitter how this industry is in need of an affordable yet functional solution.

We are excited to announce as from July 1 are able to assist with the implementation, support and training for those wanting to connect to Spanner Planner and Xero.

We are delighted to be working with Spanner Planner team and their clients to help provide the missing link of the jig-saw pieces for the motor trade.

With over 20 years in the automotive industry, locally here on the Gold Coast, in New Zealand and South Africa, we have an in-depth knowledge of the motor trade, whether it be parts procurement, job scheduling/costing, workshop time management right through to connecting with accounting using the beautiful accounting system Xero.

Our services and what we offer:

As a boutique software consulting and training firm, we are big on providing to our clients a personalised service and are available anywhere in the world 24/7.

We can tailor your package and customise training to suit individual company’s needs.

Simple Data Migration – Spanner Mate

  • Spanner Planner/Xero Set Up
  • Set Up and migrate data from almost any “on premise system”
  • Suppliers Stock/Non Stock/Clients/Vehicles
  • Train your staff using Spanner Planner and Xero

Advanced Data Migration – Spanner Premium

  • All of the above plus job/vehicle history
  • Spanner Planner product release training
  • Train your staff using Spanner Planner and Xero

If ever there was a time to migrate to the cloud this is it 2013-2014. So what are you waiting for?

Want to have a sneak peak ? check out their You Tube channel