Priority1 Bookkeeping

BACKGROUND

Please describe your company and position.

I am the Accounts Manager of Kuremara

Describe what your company does in a single sentence.

Kuremara, with over 10 years of experience in delivering primary healthcare services in rural Queensland, offers a diverse range of programs, services, and support for people with disabilities, leveraging expertise from various healthcare backgrounds to ensure quality support for our participants.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Priority1 Bookkeeping to accomplish?

• payroll
• claim and invoicing under ndis guidelines
• Financial management

SOLUTION

How did you find Priority1 Bookkeeping?

• Online Search
• Referral

Why did you select Priority1 Bookkeeping over others?

• Close to my geographic location
• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Priority1 Bookkeeping were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Priority1 Bookkeeping has made managing our payroll and financial reports much easier by ensuring they align with NDIS guidelines. They also take care of claiming invoices through the NDIS portal, ensuring accuracy and timeliness. Additionally, their proper tracking of NDIS invoices and financial statements provides us with clear insights and better control over our finances. This has saved us valuable time and allowed us to focus more on delivering quality services to our participants.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Accurate Payroll Management: Payroll was managed efficiently, ensuring compliance with NDIS guidelines.
• Timely Invoice Claims: All NDIS invoices were submitted on time through the NDIS portal without errors or delays.
• Improved Financial Transparency: Proper tracking of invoices and financial statements provided clear and organised records.
• Time Savings: Reduced the administrative burden, allowing the team to focus more on participant support services.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was efficient and well-organised. They delivered all items on time and responded promptly to our needs, ensuring smooth communication and reliable support.

What was your primary form of communication with Priority1 Bookkeeping?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stands out most is their strong understanding of NDIS requirements and their attention to detail. They're professional and approachable and ensure that our bookkeeping tasks are handled with accuracy and care. They make sure everything is done on time, which has been a huge relief for us.

Are there any areas for improvement or something Priority1 Bookkeeping could have done differently?

Although our experience has been very positive, we feel that more regular updates on the progress of financial reports or claims would be helpful. It would allow us to stay informed without needing to check in frequently.