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Deloitte Private Connect

A real-time view of your business, we're with you

Deloitte Private Connect
Register to learn more about Deloitte Private Connect

When your accountant is only able to review your transactions at year-end it can be hard for you to know the true performance and position of your business throughout the year.

The Deloitte Private Connect experience is different. We work side-by-side with you on a single shared ledger in a secure cloud environment, giving each of us a real-time view of your business. This enables us to use our deep industry knowledge to assist you in identifying risks and opportunities as they arise. We go beyond the provision of compliance services by delivering timely and actionable insights that add value to your business... without increasing your costs.

Focus on your business all year
The Deloitte Private Connect single, shared ledger limits manual processing and frees up your time to focus on your business all year. The real value in Deloitte Private Connect is the added control it will give you over your business’ financial position. And we’ll be able to better assist you, throughout the year, not just at year-end.

Real-time features:

  • Stress-free lodgement: We assist you in managing regulatory deadlines to ensure lodgement is on time, every time
  • Easily managed invoices: Receive bills to your accounting system via supplier email or simple photo upload, and set payment approvals for known invoices
  • Simplified online payment: Efficient payment process allows you to review, approve and pay each invoice with the touch of a button
  • Digital signatures: You are able to sign off your BAS and Tax returns digitally without leaving your Portal
  • 24/7 mobile access: Log in anytime, anywhere via laptop, tablet, or mobile, to access an up-to-date view of your financial position
  • Automate bank data: Bank feeds are automatically uploaded to your cloud accounting system, helping to ensure your data is accurate, complete and up-to-date
  • Timely advice: Unusual transactions can be identified and acted on more quickly, with real-time view of your financial position
  • Secure documents online: A secure environment for document sharing and storage that can be accessed anywhere via cloud technology.

Real business value with our Business Analytics package
You can get more out of your data since it’s stored in one place and in real time. Our business analytics package includes:

  • Reporting: Insightful and actionable management reports – without added effort
  • Analysis: Performance-analysis tools including: KPI (financial and non-financial), profitability, cash flow, growth, and trend analysis
  • Alerts: Set up your own KPIs, or choose from standard KPIs, and receive alerts to keep you on top of your performance.

Plus optional extras:

  • Benchmarking: Utilise Deloitte’s broad experience to compare and contrast your performance with that of your industry
  • Financial coaching: With your Deloitte Private Advisor, analyse your performance and decode what it all means – to define clear, concise steps to improve your performance.

Everything you need, and nothing you don’t
In our core offer, we include all of the essentials you need to manage your accounting, and your year-end activities. We offer fixed fees, agreed up front, paid monthly. This means no surprises and it’s easier on your cash flow.

Your management accounting essentials:

  • Everyday transaction management
  • Activity statement lodgement
  • Tax returns
  • Management reporting
  • Business analytics package
  • Portal
  • Digital signatures.

Additional options, as required for your business…

  • Payroll management
  • Company secretarial
  • Benchmarking
  • Financial coaching.

We recognise success is rarely achieved without support. We are with you … throughout the year not just at year-end.

Register to learn more about Deloitte Private Connect  


Contact us

  • Michael Clarke
    Partner, Deloitte Private
    Tel: +61 2 9840 7277
  • Ben Shields
    Partner, Deloitte Private
    Tel: +61 2 9322 7170

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