- Client Register8
- Jobs and Lodgement Tracker8
- Loan Application Pipeline8
- Insurance Policy and Claims Register8
Numbers you can trust
Ledger and Lane Financial is a mid-sized financial services firm serving small and medium businesses, family groups and individuals.
CAQA Ledger and Lane Financial, accounting, bookkeeping, broking and insurance
Ledger and Lane Financial is a mid-sized financial services firm serving small and medium businesses, family groups and individuals. From offices in Parramatta, Geelong and Brisbane it provides bookkeeping and accounts administration, business activity statement and income tax preparation and lodgement, payroll services, management accounting and advisory, finance and mortgage broking, and general insurance broking with claims support. Clients range from a single-owner bakery to a freight company with sixty staff, and most use two or more of the firm's services so that their books, tax, lending and insurance are managed together.
The firm is organised into six departments: Bookkeeping and Accounts, Tax and Business Advisory, Payroll Services, Finance and Mortgage Broking, Insurance Broking and Claims, and Compliance, Risk and Client Services. Staff work standard office hours with extended hours in the weeks before quarterly lodgement deadlines and end of financial year. Every client has a lead relationship owner in the Client Register, every piece of work has a job in the Jobs and Lodgement Tracker, and every loan and insurance matter has a file in its own pipeline or register so that nothing depends on one person's memory.
Accuracy
Every figure is reconciled, every lodgement is reviewed and every error is corrected and disclosed.
Integrity
Staff act in the client's interest, disclose conflicts and never trade trust for a fee.
Clarity
Advice and documents are written in plain language so clients understand what they are agreeing to.
Reliability
Deadlines are met, calls are returned and records are kept so that clients are never left exposed.
Services and operations
To give every client accurate numbers, sound advice and honest service so they can make decisions with confidence.
Bookkeeping and accounts administration
Daily transaction processing, bank reconciliation, accounts payable and receivable, subsidiary ledgers and month-end reporting in cloud accounting software, with a dedicated bookkeeper for each client and a monthly reconciliation review.
Tax and lodgement
Preparation, review and lodgement of business activity statements, instalment activity statements, income tax returns and fringe benefits tax returns for individuals, sole traders, partnerships, companies and trusts by registered agents.
Payroll services
Outsourced payroll including award interpretation, salary packaging, superannuation guarantee, terminations, single touch payroll reporting and year-end finalisation for employers with five to two hundred staff.
Management accounting and advisory
Budgets, cash flow forecasts, management reports, key performance indicator dashboards and business performance reviews that help owners understand margins, working capital and growth options.
Finance and mortgage broking
Home loans, investment lending, commercial property finance, equipment finance and refinancing through a panel of lenders, with needs analysis, preliminary assessment and best interests duty documented on every file.
Insurance broking and claims
Business package, public liability, professional indemnity, commercial motor and property insurance placed with insurers on the firm's panel, with renewal reviews, risk surveys and claims lodgement and negotiation on the client's behalf.
Six departments, one workplace
Each department has a purpose, a lead, responsibilities, performance measures and the systems it works in. Students are placed in a department by their scenario.
Bookkeeping and Accounts
Keeps the books of about 400 business clients accurate and current. Bookkeepers process transactions, reconcile bank and credit ca...
Visit departmentTax and Business Advisory
Prepares and lodges activity statements, income tax returns and other statutory returns through registered tax and BAS agents, and...
Visit departmentPayroll Services
Runs outsourced payroll for about 180 employers. The team interprets awards and agreements, processes pay runs, salary packaging, ...
Visit departmentFinance and Mortgage Broking
Helps clients find and secure home, investment, commercial and equipment finance from a panel of lenders. Brokers gather client ne...
Visit departmentInsurance Broking and Claims
Places business, property, liability and motor insurance for clients with insurers on the firm's panel and manages claims from lod...
Visit departmentCompliance, Risk and Client Services
Onboards every client, verifies identity, runs the anti-money laundering program, manages privacy and information security, handle...
Visit departmentWorking systems with real records
Every system is live in your browser: create, update, search, move cards on a board and export what you did. Reset returns the seed data at any time.
Client Register
Holds every client's entity details, relationship owner, services engaged, anti-money laundering risk rating and identity verification status.
8 recordsJobs and Lodgement Tracker
Tracks every bookkeeping, payroll, activity statement, tax return and advisory job with its period, due date, preparer, reviewer and stage.
8 recordsLoan Application Pipeline
Tracks every credit assistance file from enquiry through needs analysis, verification, preliminary assessment, submission, approval and settlement.
8 recordsInsurance Policy and Claims Register
Records every policy placed for a client with its insurer, cover, renewal date and any claim from lodgement to settlement.
8 recordsComplaints, Breaches and Compliance Register
Records complaints, suspected breaches, compliance incidents and training gaps with their assessment, actions, owners and close-out.
8 recordsInbox
8 work requests from managers and colleagues, each linked to a scenario or a document.
Open inboxEight workplace scenarios
Sign in as a role, read the brief, work through the tasks using the documents and systems, then print an evidence summary for your assessor.
Complete a client's month end
You are a Bookkeeper in Bookkeeping and Accounts.
Open scenario Intermediate 3 to 4 hoursPrepare a monthly activity statement for review
You are an Accountant in Tax and Business Advisory.
Open scenario Intermediate 3 to 4 hoursProcess a pay run with a termination
You are a Payroll Officer in Payroll Services.
Open scenario Intermediate 4 to 5 hoursComplete a preliminary assessment and loan application
You are a Credit Analyst in Finance and Mortgage Broking.
Open scenario Intermediate 3 to 4 hoursManage a storm damage claim
You are an Insurance Broker Assistant in Insurance Broking and Claims.
Open scenario Entry 2 to 3 hoursOnboard two new clients and verify identity
You are a Client Services Officer in Compliance, Risk and Client Services.
Open scenario Advanced 4 to 5 hoursInvestigate a complaint and assess a breach
You are the Compliance Officer in Compliance, Risk and Client Services.
Open scenario Advanced 5 to 6 hoursPrepare a budget, cash flow forecast and management report
You are a Senior Accountant in Tax and Business Advisory.
Open scenarioNotice board All notices
- Compliance Anti-money laundering refresher overdue for six staff
2 September 2026 - Safety Bank account change requests: call before you act
7 September 2026 - Operations Quarterly lodgement season starts 1 October
9 September 2026
Coming up Calendar
- 14/09Month-end report packs due to clients
5:00 pm, All offices - 15/09Redgum Landscaping claim inspection with assessor
10:00 am, Client depot, Penrith - 18/09Loan Application Procedure refresher
9:00 am, Parramatta training room - 21/09August monthly activity statements lodgement deadline
5:00 pm, Tax and Advisory
Mapped to the Financial Services Training Package
Every scenario lists the current units of competency and qualifications it supports, with assessor notes and a printable evidence summary. Use it with your own assessment tools or ask CAQA for a matched kit.