OUR SERVICES
Choose your situation
We'll match you to the right level of support based on where your business is at right now, and scale up as your business grows
I'M STARTING A BUSINESS
Get set up properly from day one
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Business Structure Setup
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IRD Registration
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Xero Setup and Configuration
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GST Registration & Setup (If Required)
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Chart of Accounts
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Simple, Clean Financial Systems
"Start clean so you don't have to fix it later"
MY ACCOUNTS ARE MESSY OR BEHIND
I need everything cleaned up first
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Full Xero Cleanup & Catch-up
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Bank Reconciliation Backdating
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GST corrections and fixes
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Historical transaction cleanup
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System rebuild (if required)
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Ready for ongoing bookkeeping
We fix it properly so you can move forward
I'M ALREADY TRADING
I need my books, GST, and reporting under control
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Monthly Xero bookkeeping
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Bank reconciliation
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GST preparation and filing support
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Monthly reports you can actually understand
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Cashflow visibility
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Ongoing support when you need it
"Everything handled, no stress, no surprises"
I WANT FINANCIAL STRATEGY & GUIDANCE
I need help making better decisions with real financial insight
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CFO Lite support
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Cashflow forecasting
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KPI dashboards
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Profitability analysis
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Monthly performance reviews
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Financial insights and advisory input
A financial partner, not just an accountant
I NEED MY YEAR-END AND TAX SORTED
Bring everything together and stay compliant
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Annual financial statements (P&L + Balance Sheet)
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Bank and GST reconciliation review Depreciation and year-end adjustments
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Shareholder current account review
-
Tax return preparation and filing
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IRD-ready working papers
-
Year-end financial review and insights
“Turn year-end into insight, not a surprise.”
-
Business Structure Setup
-
IRD Registration
-
Xero Setup and Configuration
-
GST Registration & Setup (If Required)
-
Chart of Accounts
-
Simple, Clean Financial Systems
-
Full Xero Cleanup & Catch-up
-
Bank Reconciliation Backdating
-
GST corrections and fixes
-
Historical transaction cleanup
-
System rebuild (if required)
-
Ready for ongoing bookkeeping
-
Monthly Xero bookkeeping
-
Bank reconciliation
-
GST preparation and filing support
-
Monthly reports you can actually understand
-
Cashflow visibility
-
Ongoing support when you need it
-
CFO Lite support
-
Cashflow forecasting
-
KPI dashboards
-
Profitability analysis
-
Monthly performance reviews
-
Financial insights and advisory input
-
Annual financial statements (P&L + Balance Sheet)
-
Bank and GST reconciliation review Depreciation and year-end adjustments
-
Shareholder current account review
-
Tax return preparation and filing
-
IRD-ready working papers
-
Year-end financial review and insights
We'll match you to the right level of support based on where your business is at right now, and scale up as your business grows
OUR SERVICES
How It Works
A Simple 4 Step System To Get Your Business Sorted
Step 1
Start - Get your numbers clean
We setup or fix your Xero properly - Start with Setup or Cleanup.
Step 2
Run - Stay on track monthly
We manage your books and keep everything up to date - Get Monthly Bookkeeping.
Step 3
Understand - Grow with confidence
We help you understand and improve your numbers - Get CFO Lite.
Step 4
Complete - Close your year properly
We handle financials and tax with no surprises - Get Year-end & Tax.
How It Works
A Simple 4 Step System To Get Your Business Sorted
Stage 1
Start - Get your numbers clean
We setup or fix your Xero Properly - Start with Setup or Cleanup
Stage 2
Run - Stay on track monthly
We manage your books and keep everything up to date - Get Monthly Bookkeeping
Stage 3
Understand - Grow with confidence
We help you understand and improve your numbers - Get CFO Lite
Stage 4
Complete - Close your year properly
We handle financials and tax with no surprises - Get Year-end & Tax