Bookkeeping & Xero Support

Simplify your day-to-day.

We take the paperwork off your plate — from reconciling bank transactions and lodging GST to chasing invoices and running payroll. Whether you’re just starting out or scaling up, we’ll get your books in order and keep them that way.

• Bank and credit card reconciliation

• Xero setup and ongoing support

• GST, PAYE, and payroll filing

• Invoice and expense tracking

• Cloud-based, real-time financial visibility

Why it matters: Clean books = fewer surprises, faster decisions, and better sleep.

Xero Training for Business Owners & Teams

Take control of your numbers — with confidence.

Xero is powerful — if you know how to use it. Whether you’re a tradie, retailer, startup founder or office admin, we’ll help you get comfortable with the essentials (and the smart shortcuts). You’ll walk away knowing exactly how to keep things ticking and make sense of your numbers.

• 1-on-1 or team training (Online or in-person)

• Covers the basics or advanced features — you choose

• Tailored to your business, workflow, and confidence level

• Learn how to use reports, bank recs, invoicing, payroll, GST and more

• Follow-up cheat sheets and optional support available

Why it matters: A confident Xero user means fewer errors, faster insights, and lower accounting bills.

Accounting & Tax Compliance

Stay compliant and cash-smart.

We prepare your annual accounts and lodge your tax returns accurately and on time — and make sure you’re not overpaying. We’ll also work with you proactively to plan ahead, so your tax never catches you off guard.

• Annual accounts and financial statements

• Income tax, GST, and FBT returns

• Company and trust returns

• Tax planning and minimisation

• IRD correspondence handled for you

Why it matters: Smart compliance frees up time, reduces risk, and saves you money.

Startup Essentials Package

Start strong with the right foundations.

Starting a business? We’ll help you skip the guesswork and set things up right from day one. Our Startup Essentials Package is designed to give you clarity, compliance, and confidence — with just the right amount of hand-holding.

• Business structure advice (sole trader, company, trust, etc.)

• IRD and GST registration

• Tax basics coaching

• Xero setup and custom chart of accounts

• Initial cashflow plan

• One-hour coaching call on your business model, money, and mindset

Why it matters: Starting smart saves you time, money, and rework down the road.

Business Planning & Advisory

Get clarity and take control.

Where is your business heading? What’s holding it back? In a single half-day workshop we’ll map your goals, roadblocks, and next best steps — and give you a practical, 90-day plan to drive progress.

• Pre-work and tailored planning workshop

• Strategy which makes sense to you

• Real-world action plan you can follow

• Accountability options available

• One-off or ongoing advisory support

Why it matters: You can’t grow a business by guessing. We help you lead with clarity.

Business Coaching & Mentoring

You don’t have to do it alone.

Running a business can be isolating — especially when every decision is on you. Our coaching helps you work smarter, not just harder. We keep you focused, supported and growing sustainably.

• Monthly or quarterly check-ins

• Goal tracking and mindset support

• Tools for decision-making and time management

• A sounding board you can trust

• Tailored support for trades and small business

Why it matters: Business owners with coaching see 70% improvement in work performance, and report higher confidence and resilience.

Cashflow & Profit Improvement Meeting

Ever wondered why your business shows a profit but your bank account feels empty?

You’re not the only one. Profit and cashflow are cousins — they look alike but act very differently.

That’s why we run a 90-minute Cashflow & Profit Improvement Meeting. In plain English, we:

• Show how money moves through your business (and where it gets stuck)

• Run the numbers to prove what small tweaks could mean for your bank balance

• Leave you with clear, doable steps to improve both profit and cashflow

It’s a simple session with a big payoff — often covering its own cost many times over.

Why it matters: Understanding your cash and profit drivers puts you back in control — fast.

Financial Insights & Fractional CFO

Make better decisions, backed by data.

Don’t need a full-time CFO? Get strategic financial insight on a part-time basis. We translate your numbers into plain-English advice helping you forecast cash flow, understand your margins, and plan your next move.

• Monthly financial reporting

• Cashflow forecasting and budgeting

• Scenario planning and sensitivity analysis

• Strategic decision support

• Investor and bank reporting

Why it matters: You can’t steer a business with your eyes closed. We give you the dashboard.

Business Insights & Reporting

Know what’s working — and what’s not.

Our tailored monthly or quarterly reports help you monitor trends, spot issues early, and track the numbers that matter most to you — not just the accountant.

• Easy-to-read dashboards

• Custom KPIs and goal tracking

• Regular review meetings

• Clarity that supports lending, investment or board reporting

Why it matters: Businesses that track their metrics regularly are more profitable, more agile, and more prepared for growth.

Value Gap Analysis Report

Bridge the gap between now and your potential.

How much more could your business be worth — with a few strategic changes? Our Value Gap Analysis helps you identify the performance levers that improve business valuation, growth, and exit readiness.

• Compare your current vs potential business value

• Benchmark against industry averages

• Clear action plan to reduce the gap

• Growth-focused insights from a business advisor’s lens

Why it matters: Understanding your value gap helps you focus on what will actually move the needle — now and into the future.

Organisation Review & Restructure

Build a business that runs smoothly.

When people and roles are unclear, everything slows down. We help you review your organisational structure, define responsibilities, and design a team that supports your long-term goals.

• Role clarity and accountability mapping

• Team restructure guidance

• Operational bottleneck review

• Future-state design for scale and succession

Why it matters: A well-structured business runs more efficiently, grows more easily, and gives you room to breathe.