To ensure your bookkeeping and all accounts are up to date, reconciled and ready to hand over at year end to your accountant, I provide a service that can liaise between you and your accountant, we can work in together and make it as seamless as possible for you.
I have working knowledge of Xero, MYOB, QuickBooks, Ace Payroll, IMS Payroll, Smart payroll, Workflow Max and Unleashed Software, and a few other not so well known software packages. I have a Diploma in Accounting, a Certified Bookkeeper and a member of the New Zealand Bookkeepers Association as well as a Xero Certified Advisor.
- IRD Requirements – PAYE, RWT, FBT & GST. These are filed and paid on time, reports complied and sent to you on time.
- Customer Invoicing – ‘Cash is King’. We will issue your invoices promptly and accurately.
- Daily Bank Reconciliations – All those statements getting you down? we can take care of all your daily reconciliations and bank entries for you.
- Preparing your company set of accounts – We can prepare these at the end of the tax year, balanced and ready to file with your Accountant.
- Interaction with your Accountant – including any reporting they may require. ‘The Seamless link to your Accountant’
- Journal processing & reconciliations – including updating general ledger and reconciliations.
- Management Accounting – over 25 years experience enabling us to analyse business costs and operations to prepare reports accurately.
- Monthly reporting – including Profit & Loss and Balance sheet reporting.
- Payroll – We provide a confidential payroll service specific to your company requirements which are designed to save you time.
- Debtor Management – Professional debtor management, oversight, follow-up and collection.
- Creditor Management – We manage every aspect of creditor control, including entry, monitoring and payment.
- Data Management – Collating, analysing and reporting on data, creating and managing spreadsheets.
- Mailouts – Creating Articles for mail outs, distribution of such material, including creating and processing mail merges.
Not on the list? Give us a call. We are your Bookkeeping experts. If you have a job that needs attention, we will get it done for you.
- Training – Software and administration training as required.
- Xero Health Check – We will give your Xero data file the once-over to make sure it meets your business’ needs now and in the future.
- Streamline Company Processes – This will mean fewer errors and delays for you.
- System reconciliations & problem solving – This is fundamentally important to your business.
- Social media – Set-up and management
- Mail Chimp – set-up and newsletter sent for you.
- Multiple Company Entity Experience – including company consolidation reporting.