Our Services

Our systems and support are tailored to how your firm works best - our services include:

• Recording office and credit card payments
• Processing trust receipts and disbursements (including notifications to staff)
• Reconciling bank accounts in MYOB or Xero
• Entering and reconciling disbursement payments
• Preparing and processing trust payments and internal transfers
• Processing staff payroll
• Tracking reimbursements for staff or directors
• Drafting and issuing client invoices
• Reconciling credit card transactions
• Trust account reconciliations and end-of-month reporting
• Debtor follow-ups and reminders
• Preparing monthly management and pre-billing reports
• Reconciliation and lodgement of BAS, PAYG, and Superannuation
• Finalisation of STP and payroll year-end
• GST forecast reviews and tax record checks
• Audit support (e.g. EOLSY trust reports, ledger reconciliations)
• Preparing annual trust statements for clients

Clear, consistent and compliant document workflows - without the double-handling. SBPS assists in streamlining your precedents by:

• Building custom precedent suites tailored to matter types
• Creating conditional logic, formulas, and prompt fields
• Embedding trust account, invoice, and client data fields
• Updating existing templates to comply with branding and legislation
• Amending formatting inconsistencies across existing precedents
• Creating letterhead templates and cover sheets
• Automating repetitive client correspondence
• Designing multi-document packs (e.g. new matter kits, onboarding bundles)
• Drafting cost agreements and engagement letters for automation
• Testing and refining user inputs for usability and consistency
• Developing document sets that meet trust compliance and audit readiness

We work hands-on with your firm to untangle inefficient processes, implement practical systems, and ensure your operations are built for consistency by:

• Reviewing and refining end-to-end firm processes
• Mapping internal workflows and identifying inefficiencies
• Creating task templates for recurring work 
• Implementing and managing task-tracking systems 
• Developing standard operating procedures
• Training staff in efficient use of LEAP, Xero, and internal systems
• Building internal knowledge banks or handbooks
• Integrating platforms for time recording, accounting, and compliance
• Strategic planning for scale or restructuring