We look forward to helping you make your money count

Background Experience:

  • Greg began providing bookkeeping services in 2005.
  • He provides a mobile service, working at his clients’ places of business and at his office.
  • He works with MYOB and QuickBooks/Reckon and Xero.

Greg became a Registered BAS Agent in 2010, and he trades in partnership with his wife, Diane.
His Registered BAS Agent Number  is  92894 004

To verify his accreditation as a Registered BAS Agent click on
http://www.tpb.gov.au/tpb/agent_register.aspx
and enter D M Exelby & G L Exelby

As a Registered BAS Agent, Greg is subject to a Code of Professional Conduct which includes:

    • Honesty and Integrity
    • Independence
    • Confidentiality
    • Competence
    • Adherence to taxation laws.

    He is able to lodge BAS documents via a portal, and is aware that electronic media such as Portals are becoming the ATO’s much preferred system for receiving data.

    On the two occasions when he  has applied for Registration as BAS Agent, he met all the  qualifications including the professional development requirements that are set down.

BNI PERFORMANCE AWARD

bni award

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Case Studies

Case Study 1
Setting up your business file for the first time.
This case study outlines the first initial step by step assistance and training which Greg provided to assist a client in setting up and operating their own business file.

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Case Study 2
'Forensic' Bookkeeping
Receipt of a telephone call from a new client referred to Greg by his accountant, introduced him to what he refers to as “forensic” bookkeeping.

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Case Study 3
Calculation of outstanding taxation liabilities
Following a police investigation into an alleged fraud, Greg was engaged to identify the client’s outstanding PAYG and Superannuation liabilities

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Case Study 4
Establishment of a Quickbooks File
A client had established a small fitness Gymnasium, and was keeping his records using an Excel spreadsheet.

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