Our Services
Practical, straightforward support tailored to your business stage.
Monthly Bookkeeping
Keep your records up to date and your mind at ease. We handle the day-to-day reconciliation so you can focus on your business.
- Bank reconciliation
- Expense tracking and categorization
- Accounts payable and receivable support
- Monthly performance reports
Compliance Return Filing
Accurate tax return preparation and filing to keep you compliant with your tax authority and ensure you claim exactly what you're entitled to.
- Sales tax / GST return preparation (frequency per your local requirements)
- Review of deductible expenses
- Filing with your tax authority on your behalf (where applicable)
- Upcoming tax payment reminders
Bookkeeping Clean-up
Are your records months (or years) behind? Don’t panic. We provide a structured clean-up service to untangle the history and get everything back on track.
- Full historical review
- Catching up overdue bank reconciliations
- Fixing software errors or messy charts of accounts
- Preparing records for your accountant
Excel & Spreadsheet Expert
Cleaning up messy spreadsheets, repairing broken workpapers, and building custom reporting models so you can make data-driven decisions effortlessly.
- Workpaper & sheet cleanup, formatting, and restructuring
- Custom management reports & dynamic spreadsheet formulas
- Data validation, error auditing, and automated templates
- Consolidation of multi-tab workbooks
Website Setup & Hosting
Get a fast, secure, professional digital presence that links seamlessly with your business operations and client tools.
- Modern business website creation and design
- Custom domain setup, DNS, and business hosting
- Integration with booking calendars and client contact forms
- Ongoing website health, updates, and maintenance
Business Setup & Software
Start off on the right foot. We help new businesses set up their accounting systems properly from day one, and we can work with whatever software fits your business.
- Accounting software setup and configuration (Xero, Odoo, and more)
- Chart of accounts customization
- Invoicing templates setup
- Basic training on how to use your software
Want us to manage your accounting software entirely? Our Managed Odoo Add-On is available on all monthly plans for just +NZ$20/month.
Not sure what you need?
Book a free introduction and we'll help you figure it out.
Book an introduction