Professional Business Services
Senior Financial Management
- From Month end through to Year End and Audit, let us fill any gaps that may exist.
- Ensure your IRD and other legal compliances are met.
Statutory accounts
We can help prepare your statutory accounts for the external accountant and/or auditors, having prepared all the necessary backup documentation.
Forecasting
Do you have a cashflow? a Budget?
.. a Strategic Plan? Do they tie together?
Let us help you get all the different and necessary elements gathered together ...
Company compliances
Let us take care of your Company Annual Returns. We have also cast eyes over many different types of contracts, from employment through to financial leases.
If you feel you need help in this area, please call.
Keeping the books on track..
Our team is experienced in a number of softwares - Quantum Accounting; Accredo; MYOB AcePay & IMS Payroll; Xero; Great Plains .. and can be relied on to do the data entry, stay on top of the bank reconciliations and get that information out in a timely manner for month end reporting and IRD compliance requirements..
Month End Reporting
Have your month end reporting available in a timely manner, with the comfort of all the control accounts checked .. and no loose ends ..
Data Entry
Our team is experienced in a number of softwares - Quantum Accounting; Accredo; Xero; Great Plains to name a few.
Assess procedures
As part of working with your daily processes, we are happy to highlight any areas that may require improvements in efficiency - leaving you in control of any changes that may need to happen..
Tax Returns
PAYE, FBT, GST .. and assisting your Tax Accountant with the Income Tax return ..
Payroll
We have worked with MYOB AcePay and MYOB IMS Payroll, and know one end of an employment contract from another..
Contracts
Insurance, Finance Leases and employment contracts - the team is experienced in these... and many more.
Software Training
We are currently qualified trainers in both Quantum Accounting Software and MYOB's Ace Payroll and IMS Payroll.
Whether it is by a One on One, Group or Remote session, each type of training has it's advantages - talk to us - and we will help pick the best type of solution for you.
One on one training
Some of the best and most cost efficient training is carried out one on one where we can answer your specific questions. Have a list of items you need the answers to, and then there is less time wasted covering things you already know !
Group sessions
Group sessions are a great way for many people to gain the same knowledge whilst in a collaborative and interactive session.
Training from remote..
With today's tools it is also much easier to reach you - no matter where you are. Interactive sessions are a great way to carry out either one on one or group sessions .. its just a matter of equipment..
System Design & Implementation
The steps taken in the process of the design and implemenation of any new system are set out below at a very high level of overview.
Both Design and Implementation of any new system are equally key to getting the right outcome.
This may seem very obvious - and it is. However, it is horrifying how often the right outcome does not occur.
It is not just a case of picking a software, training personnel and hoping all will come out in the wash - and if it doesn't. then it must be an issue with the training, or the staff, or the system.. or the ..
No - understanding your business, where the efficiencies can be made, what it is you want a new system to do - is the starting point. Often a new system needs to emulate part of the old system - but also improve upon it. So what works and what does not ?
Once you have chosen a system you believe is the right one, you then need a good implementation team to take your concepts and make them happen - all of them !
The Process - Design
- Identify with you why the current system does not meet your needs
- Create the list of requirements from both what is working for you and what is not
- Identify Next Steps including budget and ideal time frames
- Go to market and consider proposals
- Decide on solution
The Process - Implementation
- Monitor and set practical timeframes
- Identify key personnel for the implementation's success
- Carry out the implementation
- Monitor and report against planned implementation expectations
Business Documentation
Business Processes
Do you know what the processes within your business are ? ... from start to finish ?
If key personnel are waylaid, can someone else carry on ?
Do external parties require internal procedures policies to be in place ?
Are your processes streamlined ?
Business Policies
Are your company policies such as Human Resources, including use of company tools and vehicles in a clear and consistent format ?
Software Procedures
Are your procedures documented so that other existing or temporary staff can walk in and pick up the flow when staff go on leave ?