Business and Accounting Solutions

New Clients

The first hour with a new business client is free, as it is a meet and greet appointment assessing our compatibility to work together in achieving your business and wealth accumulation plans, goals, and strategies.

Cloud based Solutions

XERO offers small businesses the opportunity to automate various administrative tasks, with the ability to link with several other applications tailored to your style of business. As XERO is cloud based, it allows for multiple users to access the data from anywhere. This is highly effective for bookkeepers and accountants to aid businesses in data entry and reconciliations. You can Pay bills, claim expenses, accept payments, process payroll, bank statement downloads and reconciliation, GST returns, inventory management, create and send invoices, create purchase orders and Quotes, and create financial reports.

Strategic Business Advice

Do you own a business? Are you looking to expand, computerize or just need a little help with your financials? No matter the direction of your business we can help get you on track and stay on track for achieving your goals. We can offer advice on compliance, tax planning, bookkeeping and financial reporting.

Cash flow and budgeting forecasting

Financial forecasts can assist you in achieving your business goals, by estimating the amount of money you can expect to receive and pay out during a set period. Cash flow reports can help you to identify when you may have additional cash available or identify times when shortages may occur.

Preparing for the sale of your business

Making the decision to sell your business may be easy however, having all the financials readily available can be very daunting. We can help with financial reports to showcase your business and entice prospective buyers.

Business start-up advice

Are you starting up a new business and need someone to help you understand what is important? We can explain the financial “must haves” for your business and help set up XERO with a plan that suits. We customize your chart of accounts and assist with bookkeeping services advising on associated start-up costs.