Would you like to make better use of your accounting software but don’t know how? Entered something in the wrong place and can’t fix it? Can’t customise a report, or balances don’t add up? Feeling frustrated? Wish there was someone to ask, a friendly expert who will speak your language? I can review your Xero setup, correct miscodings, reconcile balances, customise reports for you and show you how to read them. And make sure you are getting the best use of the software to help you run your business.

I can show you how to get the best out of your software, and all the tricks of the trade from basic actions, to some of the lesser know functions to help your business take off. This is perfect if you would like to do the bookkeeping yourself but are not sure where to start.

This is the money you owe to your supplier and contractors. Paying on time helps build good relationships with your suppliers and hopefully favourable trading terms. Payments should be accurate and properly tracked to prevent fraud and loss. Using the software, I can manage your accounts payable, optomise your cash flow and even make payments too. All you need to do is approve. The supplier invoices can be managed through an integrated systems such as Hubdoc and I am happy to speak to suppliers, request and reconcile monthly statements and send remittances.

This is the money owed to you by your customers. I can help you manage your invoicing, ensure invoicing is sent out in a timely manner, match incoming payments to the correct customer / invoices.

Credit Control - Customers don’t always pay on time. It can affect your cashflow, which impacts your business and your cashflow. I can help you keep on top of outstanding payments, set up invoice reminders, send out statements, and follow up with clients, being personable and politie. Reviewing outstanding debts regularly means you can follow up quickly, resolve any issues, and maintain a relationship with your customers. With sensible and proactive credit control processes you stay in control.

Management reports are like personalised financial guides tailored just for your business. They're fantastic tools for gauging your performance, highlighting successes, and pinpointing areas where you can thrive even more. With their help, you'll gain valuable insights to steer your decision-making in the right direction and foster the growth of your company.

Let’s face it, New Zealand payroll is complex. Staying up to date with ever-changing payroll legislation can be a real challenge. Does your software comply with New Zealand payroll and holiday pay laws? How often do you need to file an EI return and pay IRD. Are your employees getting paid correctly? How do you pay a final pay, or what do you do if an employee goes on paternity leave? Outsourcing your payroll saves a huge amount of time and resources, ensuring your staff are paid accurately and when they should be paid.

Do you know how much it will cost to run your business for the next 12 months? Or how much revenue you will generate? I can help you with planning and preparing a budget. And compare that to actual real figures to see how you are tracking.

Cash flow is crucial for any business. Knowing when money will come in and go out will help you plan for the future. Being able to predict the highs and lows helps you avoid financial difficulty. Realistic cashflow forecasting using accurate upto date numbers helps you to plan for growth without overstretching your resources.

If you’re selling goods or services, you may need to register and charge for GST (If you haven’t yet and need a little help, get in touch). If you pay staff you will also have filing obligations. Never miss a deadline again. Talk to me about how I can help.

Using a spreadsheet but want to go to cloud-based software? Or wanting to change the software? Accounting software is fantastic when it is set up well

I can set you up for success by:

-Entering opening balances -Add GST Details
-Set up direct bank feeds -Set up bank feed rules
-Creating and personalising your chart of accounts to your business
-Link to other software such as Hubdoc or Shopify