ALL ABOUT ME
I am an accountant who is passionate about helping small business achieve their goals. I am a member of the Accountant and Tax Agent Institute of New Zealand (ATAINZ) and have the experience and skills to help small businesses succeed without charging like a wounded bull.
I gained my Accounting, Taxation and Sales and Marketing experience working for Inland Revenue and then a Sales and Marketing Firm dealing with small and medium size business. I also completed a Bachelor of Business Studies with an Accounting Major.
My aim is to provide quality accounting services and business advice at a low cost to ensure smaller business get big service with small bills. My practice is home based, reducing costs, and I cap my client numbers to ensure that my clients do not just become a number and I can provide the service they require in a timely manner.
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SERVICES
I provide a monthly subscription service that can include a range of bookkeeping and accounting services for small business of all types including Sole Traders, Partnerships, Companies and Rental Property owners. I offer customised plans depending on each client’s circumstances and all plans include the following services
MAINTAINING BUSINESS ACCOUNTS
Setting up a Xero registration for you and providing support on how to get the best from it to maintain your business accounts.
or
Setting up a Xero Registration for you and maintaining your business accounts for you.
END OF YEAR FINANCIAL REPORTING
Preparation of all annual financial reports including:
Statement of Financial Performance
Statement of Financial Position
Statement of Equity
Depreciation Schedule
Rental Statements (if required)
Companies Office Annual return (if required)
TAX RETURNS AND PLANNING
All tax returns filed as required including GST, FBT, PAYE and Income Tax and others.
Payment reminders sent to make sure you are aware of what is due and when.
Advice provided on what tax options are best for your business based on your set of circumstances.
