What they say:
“Log in online anytime, anywhere on your Mac, PC, tablet or phone and see up-to-date financials. It’s small business accounting software that’s simple, smart and occasionally magical. Get paid faster with online invoicing – send online invoices to your customers – and get updated when they’re opened. Run your business on the go – use our mobile app to reconcile, send invoices, create expense claims – from anywhere. Reconcile in seconds – Xero imports and categorises your latest bank transactions. Just click OK to reconcile.”
What we think:
We love working with Xero – it is the only accounting software we choose to work with. It is very easy to use, and because it’s cloud based, we can work at your place or remotely – in fact if you’ve got a query we can both access your accounts together. But easy-to-use software can sometimes lead to easy-to-make mistakes – remember the adage “garbage in, garbage out” – so it’s important that whoever is doing your Xero entry knows how to use it and understands the principals of accounting and bookkeeping.
What we do:
Bookkeeping with Xero
We offer a full bookkeeping service using Xero, which means you have access to your accounts information anytime, anywhere, while we make sure the information is correct and compliant. Find out more.
Setup and Training
If you have already have an administrator to look after your accounts, or you’d like to “do it yourself” then we provide a full setup service including discussing with you if Xero is right for your business, setup and conversion from your current system, integration with other systems you use, and training for you and your staff. We know lots of tips and tricks to make life easier, and we’ll also make sure Xero is customised for your business with a chart of accounts (cost codes) which make sense to you, and quotes, invoices and statements which feature the information you need. We work at your office on a “one to one” basis, and we are happy to provide a detailed quote.
Troubleshooting and Reviews
Accounts don’t make sense? Or have you been using Xero for a while and want to find out what else it can do? We can review your accounts information and Xero setup and help you get back on track, and suggest ways to do things better and improve the operational efficiency of your accounts processing. We can also train new staff. We can work onsite or remotely, whichever works best for you.
What our customers say:
“We initially engaged with Mary on a short-term contract to undertake a GST Audit- This was performed with thoroughness, efficiency, accuracy and professionalism.
Mary quickly got to know our business. More than a year later Mary continues to be an integral part of our team. With her expertise we have been able to streamline and integrate our previously very manual systems into efficient, robust, cloud based systems. Her training and documentation of the process are clear, conscious and user friendly.
Mary worked with us to integrate our Flexitime payroll system into Xero- streamlining this process and minimizing error. With Mary’s assistance and advice we now have very thorough, documented procedures for month end that incorporate many contra checks while still allowing us to be efficient. This previous process we had in place took us 2-3 weeks to close off – we are now completing this in under a week with increased accuracy.
Our sales/ invoicing process was extremely manual with many hands double handling the information along the way. Mary guided us towards WorkflowMax and worked with us in the final stages of implementation. This has increased profitability, helped us to capture true costs to the business while also freeing up everyone involved in our Business from the Sales team through to Admin and Accounts.
We cannot say enough about Mary and what she has brought to our business. Mary’s response time is lightning fast, which allows any roadblocks to be cleared quickly. We consider her part of our team.
Mary is a star!!”
VideoPro NZ Ltd
Initial discussion around your needs is free and without obligation, contact us here to find out more.
We work onsite or remotely – whatever suits you.
Check out Xero here.