Essential Data Entry

This option is best for those business owners who are simply looking to get the basic entries done to ensure being compliant with the tax authorities. This is suitable for the smaller business and those on a tight budget.

  • Posting all bank and credit card transactions
  • Monthly bank and credit card reconciliation reports
  • Paperless Payables - Supplier invoices and receipts imported via Receipt Bank
  • Posting payroll journal entries monthly
  • Access to secure data portal
  • Xero Training
  • Free-Xero subscription

Full Bookkeeping

This is our most popular option. It’s for busy business owners who want us to save time and make life easier. We go beyond the essentials and make your life easier. Some of the key things you benefit from include an annual business review, completion of your sales tax returns and helping you get much more from your cloud accounting system.

  • All Essential financial management duties
  • Annual business review meeting
  • Maintaining fixed asset register
  • Balance sheet accounts review for accuracy
  • Unlimited email and phone support
  • Holistic cloud accounting system
  • Adjusting for foreign currencies

Premium Virtual Financial Manager

This is the best option for ambitious business owners who want to build a successful and profitable business. This is for you if you want to go beyond the data entry and get regular support and business advice from us. We help you interpret the numbers and make the right decisions.

  • All Full financial management duties
  • Accounts Receivable monitoring
  • Accounts Payable management/Bill Pay
  • Cost Control/Expense monitoring, analysis and advice
  • Credit control/Cash Management
  • Precision accounting with accruals and prepayments
  • Regular business review meetings
  • Summary management reports
  • Completion of annual financial reports