Working alongside businesses to realise their financial goals

My goal is to aid Townsville, Brisbane and Australian businesses to automate their financials, which in turn helps the business to concentrate on enhancement of profitability, business goals and growth.

I bring efficiencies within your business such as reducing data input, creating a paperless environment and developing a structure which helps business owners and management to concentrate on financial growth, profit, market presence, winning work and KPIs in their business.

Testimonials

“Worth her weight in gold! When we asked our accountants to refer a great bookkeeper, we had no idea what we were getting!

Katy has been an absolute gem within our business and has assisted us in streamlining a huge amount of our process while working with and training our internal administrators. Katy has undoubtedly found us more savings than any expense having a bookkeeper has had, and the quality of her advice, guidance and assistance through Covid-19 has been simple exceptional.

We could not recommend Katy and AFI Balance strongly enough to do justice to how highly we rate the service provided!”

“Both Raj and I will forever be thankful for the day we first started working with Katy Johnson. Your professionalism and outstanding service has made our lives some much more enjoyable and lowered our stress levels dramatically.

Katy understands the dynamics of small business. It has been, and continues to be, a very satisfying partnership. Thanks for all your help.”

“Katy offers a great service and has helped our business out immensely.

What we found great about Katy is that she has a background knowledge doing accounts in industrial industries. It is good to be able to work with someone who not only knows the accounts side of things but also the stock and what we do. At the start Katy assisted us with one on one Xero training sessions while also doing reviews for us in the background. Now we have fortnightly site visits to ensure everything is in order; also a general overview. We are lucky to have a great working relationship with Katy and would be lost without her help, advice and guidance.”

Services

The following are a scope of works I can offer your business but not limited to:

Day to day accounting functions
Implement Systems, Processes and procedures
Processing payroll, STP reporting and annual submissions
Assistance with Debtor and Creditor management Incl payment of Creditors
Prepare and lodge monthly/quarterly BAS/IAS
Preparation of monthly reports; create reports unique to the clients

Preparation of budgets and forecasts
Preparation of cashflows
Software training/support
Business Consulting
Quarterly business review/management meetings
Customised projects specific to business needs

“I am a Townsville based finance professional who has worked in various accountant/ finance management roles in my 23 years within the profession, with my most recent role as the Finance Manager for a large steel company.

My aim is to set up a successful business which specialises in services ranging from day to day accounting tasks, payroll, statutory obligations, monthly management reports, budgets and cashflows through to implementations of systems, processes and procedures to aid growth within businesses.

I provide clients with the highest quality service in a timely, efficient and innovative manner and I am committed to working at all times conscientiously, with integrity and honesty to consistently produce high quality work. I value all relationships with clients, employees and the community and work alongside businesses with mutual respect to form a long term partnership.”

Katy Johnson

DIRECTOR

dvance by providing high quality expert services and leadership skills we aid in advancing businesses to the next level.

uel Goals produce high quality reports to enable businesses to monitor essential KPIs and achieve their business goals.

nnovation implementing a seamless Automated system can reduce data entry and manual reporting by more than 75%, enabling senior management teams/business owners to concentrate on the key aspects of growing their business.