Someone who finds real joy in creating space for others and in knowing that directors have their freedom because of it. Six years behind property and trade businesses means we know where the load tends to sit.
You carry less. We continue to build a business through values we are passionate about.
Every business we work with starts the same, fundamentals done properly. What comes next is different for everyone, so that becomes a conversation.
Our approach is to take care of the accounts side of the business in the background, creating capacity for you to focus elsewhere. The scope can then be adjusted as we get a better understanding of workflow and your preferred level of involvement.
Output, without the cost of covering someone.
Your time back for the part of the business only you can do.
A second set of hands without needing direction.
The Fundamentals.▾
- Manage account related queries and communication through a single, centralised inbox
- Ensure Xero reflects an accurate, current picture of the business
- Reconcile bank account(s) and card transactions
- Prepare and compile batch payments monthly (or as required)
- Send monthly statements to customers and follow up on overdue invoices where appropriate
- Monitor payment schedules and due dates
- File and organise receipts against the relevant transactions
- Ensure accounts are prepared and ready for GST periods (for accountant review)
- Ensure all customer invoices and supplier bills are accounted for
- Match incoming payments to customer invoices
- Liaise with suppliers, clients, and your accountant, ensuring everything is complete to their requirements
- Identify and resolve discrepancies or missing information
- Review accounts and processes regularly, checking for accuracy and refining systems where improvements can be made
