Our Services
An easy way to learn how to use Xero software
Do you use Xero accounting software? Maybe you've just started. Perhaps you've been using it for a while. Xero is often referred to as "beautiful software" - it's a fantastic tool.
Xero has many features, including enabling you to:
Invoice clients
Pay bills
Receive bank feeds
Set up rules to speed up data entry
Manage GST
Manage expense claims
"David has provided invaluable Xero support to me for three or four years. He helps with troubleshooting throughout the year and we review my accounts together at year end before sending them off to my accountant."
Peter Parkinson
Director, Mentor Professionals
Are you using Xero to its fullest?
Some Xero users don't use all the features they should. Why? Well, because they don't know how and just don't have the time to learn.
I can help
As a Xero Certified Partner, it's my job to help you learn to use Xero so you can run your business more efficiently.
If you're new to Xero, I'll ensure you're set up correctly rightfrom the start and provide initial training. If you've been using Xero for a while, I'll show you how to utilise all of its features.
By using Xero to its fullest you will:
Make more informed business decisions - understanding how to use Xero fully enables you to make business decisions based on facts, not hunches.
Save time and money - having your data entry done correctly means that your accountant doesn't have to spend time making adjustments which saves you time and money.
Rest easy - having a clear understanding of where your business stands financially as well as knowing that obligations like PAYE, payroll, GST and tax are sorted, means you can rest easy.
KIS - keeping it simple
I like my "i"s to be dotted and my "t"s to be crossed - I don't like inefficiencies. I thrive on providing my clients the information they need to run their businesses efficiently. As a former teacher, you'll find I make learning Xero simple and stress free.
The types of businesses I work with
I have helped many kinds of businesses with Xero - tradesman, web designers, rental- property owners etc. If you are using Xero and you need help, we should talk.
Call now for a free consultation
Accounting services
I'll do the accounts; you earn the money
Are you a small business? If so, you can only do so much alone. And I probably don't need to explain that spending hours managing your accounts, just to save a few dollars, can be a false economy when you could be spending time on what you do best and what generates income.
Spreading yourself too thinly can result in making mistakes with essential tasks, like book keeping, payroll and PAYE. This ultimately results in disgruntled employees and "stern" letters from the tax man.
"David does my accounts for me. This takes away all the stress and I really appreciate being able to come home and relax after a hard day."
Alan Neale
Painter
A flexible accounting service
I can help you. I provide flexible accounting services when needed - there's no need to hire a full-time accountant.
You may wish to handle some accounting tasks yourself or you may prefer to hand them all to a professional. Either way, I can help you as much or as little as required.
My services:
Tax Returns and End of Year Accounts
Book Keeping
Payroll
Management Reporting
Quality Assurance
Tax Returns and End of Year Accounts
I am a registered Tax Agent with Inland Revenue (IRD) and a member of the Accountants and Tax Agents Institute of NZ (ATAINZ).
Book keeping services
I'll handle all of your data entry, GST, PAYE and FBT returns.
Payroll services
I will manage your payroll. You can rest assured your employees will be paid correctly and on time; that their leave entitlements will be recorded correctly and that PAYE and Kiwi Saver returns will be lodged on time to IRD.
Management reporting
Good reporting helps you understand how well your business is going. I will provide monthly or quarterly reports to enable you to measure your business' financial performance against key performance indicators of your choice. This could include your business' performance against budget by job, or cash-flow projections for the next 12 months.
Quality assurance
If you are managing your accounts in house, I can check that everything is in order - be a fresh pair of eyes. For example, I can review your accounts prior to the preparation of your GST return or before you send them to your accountant at year end.
I can also "troubleshoot" to help find errors as well as post end-of-year journals to reconcile to your accountant's final numbers.
About me
I work with small-to-medium-sized businesses that can't justify hiring a full-time accountant. By using my services you can focus on your core income-earning skills and trust that your accounts are in good shape.
I've been doing this now for more than 20 years and have worked with a range of businesses,from the trades, to restaurants, to retail.
