Follow packages from purchase to use
We connect the booking system, package balances, refunds and processor payouts. A schedule can show classes or services still associated with advance receipts. Cancellation, transfer and credit arrangements need consistent records so staff and bookkeeping use the same information.
Retail product sales and practitioner-related receipts may require separate reporting. The actual contract determines what the studio earns and what it holds or pays for someone else; the bank movement alone cannot answer that question.
Keep tax assumptions attached to the service
A business described as wellness does not automatically supply exempt health care. Provider qualifications, the specific service and applicable rules need review before tax codes are chosen. We retain the agreed classification and refer new or changed offerings for a fresh decision.
Illustrative example: a package and a room-use arrangement
A Victoria movement studio sells a ten-class package and separately receives a practitioner's monthly room-use payment. The package record tracks attendance and remaining sessions; the room agreement supports a different revenue record. Keeping those streams separate makes refunds and monthly results easier to explain.
See the costs behind class capacity
Reports can compare instructor costs, room costs and receipts by useful program categories. A cash view adds future commitments and seasonal changes in attendance. Employee versus contractor questions and regulated professional matters are referred for appropriate review before the bookkeeping process assumes an answer.
Questions about this work
Are all wellness services exempt from GST?
No. The specific service and provider circumstances require review; the industry label alone is insufficient.
Can package balances appear in the monthly review?
Yes, using reliable package sales, attendance, refunds and adjustment records from the booking system.
Put this into practice
Sources and current guidance
A practical next step
Bring the records you have.
We can identify missing information, agree on the scope and organize the next bookkeeping step.
Request a bookkeeping review