Accounting Services

Gross Margin Analysis
Do you understand your margins and trends? Are you pricing right to cover your business overheads or do you simply add a “mark-up” on your cost? Can you confidently price a project or long-term contract on the spot? Our team helps you to find and understand your gross margins, and how to use this as a tool to grow your business and individually.

Profit and Loss
Do you understand your profit and loss statement and compare this to your budget monthly? This will show you all your revenue and expenses over a specific time, and help you monitor the financial growth of your business.

Cash Flow Management
Have you struggled to meet your obligations, even though you have secured plenty of work or long-term contracts? A weekly cash flow statement and forecast (prediction on your bank balance) shows you the net amount of cash and cash equivalents being transferred in and out of your business. This will help you monitor the financial health of your business so that you can rest easy at night.

Back Costing
Are you keeping track of budgets and charging changes or variations to your project? When we understand that time and your skills are valuable, we start to feel comfortable with charging jobs accordingly to ensure projects stay on budget. This will help you reduce the risk of losing profit on jobs.

Key Performance Indicators
Setting and understanding your business KPIs helps you track key activities monthly, the highs, lows, and trends of your business. Once you understand these, this will show you where you need to focus your energy to ensure your business stays healthy and on track. For example, if your business is weather dependent, your KPIs will help you see this and quickly adjust to offset the loss made in the winter season.

Pricing Systems
Do you have pricing templates or have set unit prices or rates in place to streamline your pricing and invoicing process? Can your team give clients a price on the spot? Having this in place will allow your team to price confidently and streamline quotes on any given project.

Accounts Receivable Process
Have you got Terms of Trade in place and are your getting them signed by your client prior to beginning work? Do you have a system, process or policies in place outlining payment terms, penalties, or automating reminder emails for late payers? Is your accounting system fit for purpose? Getting paid is the number one rule in business and slow payers are one of the main causes of stress for businesses.

Outsource Essentials to Us
Short on time? We can take care of all your accounting needs while you focus on other key priorities for your business. These services also include:

Business & Personal Accounting
Annual financial statements and income tax returns
GST/PAYE/FBT/RWT returns
Taxation advice
Payroll Services

Company Formation & Administration
Company formations
Filing of annual returns
Assistance in changes of directors, shareholders, addresses and office details

Business Planning & Advice
Review of business performance
Identify areas requiring attention to achieve your goals.
Determine Key Performance Indicators (KPIs) and set targets for future reviews
Business succession advice
Cash flow and budgeting
Quarterly meeting with your accountant
Any ad hoc accounting reports including 6 monthly management reports
Annual Reports and Meetings

Fraud & Risk Analysis
Advice on achieving the highest levels of business integrity
Assist in understanding fraud and misconduct risks that can undermine your business.