Local Pelican Waters Bookkeeping Firm Helps
Client Regain Control of Their Finances

The business in this case study is a busy dental clinic based in Pelican Waters that uses MYOB software to manage its bookkeeping and accounting records. As the clinic expanded, the owner found herself pulled in too many directions. Her days were packed with back-to-back appointments, overseeing staff rosters, and ensuring patients received top-level care. But behind the scenes, the clinic’s financial admin was piling up quickly.

At first, the owner managed the clinic’s books herself using MYOB. She’d stay back after hours to process MYOB payroll, record transactions, complete bank reconciliations, and manage BAS and superannuation obligations. However, as the clinic grew, it became harder to maintain accuracy and consistency, and key tasks like BAS lodgements and payroll processing were often rushed or delayed. At one point, she even had to stop accepting new patients simply because she couldn’t keep up with both the clinical and administrative workload.

She considered hiring an in-house accounts person but wasn’t ready for the extra overheads. That’s when she did some research and came across Darcy Bookkeeping & Business Services, a trusted local firm offering experienced Pelican Waters MYOB bookkeepers. It felt like the right fit—flexible, professional support from someone who truly understood the needs of small, growing businesses.

How a Pelican Waters Bookkeeper Was Able to Help

Darcy Bookkeeping quickly paired the clinic with an experienced Pelican Waters bookkeeper familiar with both MYOB and the unique pressures of running a medical clinic. Together, they developed a system tailored to the clinic’s workflow and financial requirements.

The first step was to bring all records up to date —reconciling transactions, resolving payroll discrepancies, and ensuring superannuation obligations were accurate and submitted on time. Once the immediate issues were resolved, the bookkeeper worked with the clinic to implement clear, consistent systems for managing financial tasks moving forward. Regular processes were put in place for payroll, reconciliations, and BAS lodgements, creating a smooth routine that didn’t rely on last-minute scrambles.

With everything under control, the clinic owner no longer had to stay back late catching up on admin or worry about missing compliance deadlines. Communication with the bookkeeper was clear and responsive, and for the first time in months, she had a real-time view of her financial position—giving her the confidence to make informed decisions and accept new patients once more. Over the next few months, the clinic’s operations felt smoother and when tax time rolled around, everything was ready to go.

A summary of the services that the Pelican Waters bookkeeper provided included:

• Payroll became automated and accurate. Staff were paid on time, payslips were correct, and end-of-quarter stress disappeared.
• Bank reconciliations were done weekly, giving the owner clarity on where the business stood financially—something she never had time to look at before.
• Superannuation contributions were calculated precisely and submitted early, eliminating the stress of last-minute catchups.
• BAS and GST reporting were handled professionally, with everything lodged ahead of ATO deadlines.
• Onsite visits were scheduled during busier months, allowing the bookkeeper to work directly with the owner and her team to sort out any issues on the spot.

With their bookkeeping now managed professionally and reliably, the owner can now focus on patient care and practice growth without the stress of falling behind on financial compliance or reporting.