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virtual bookkeeping

payroll reconciliations credit control budgets invoicing batch payments reporting

We know your expertise is changing lives, not reconciling payments. While you handle delivering core services, leverage our virtual bookkeeping team to manage financial data entry, reporting, and optimisations so you can better lead operations. With us owning your bookkeeping workflows in the background, you stay focused on people knowing your numbers are in safe hands.

Our virtual bookkeeping services include but are not limited to:

Accounts Receivable

  • Prepare customer invoices
  • Track invoice payments
  • Send invoice reminders
  • Reconcile AR

Accounts Payable

  • Enter supplier invoices
  • Process payments
  • Track expenses
  • Reconcile AP

Payroll

  • Calculate payroll
  • Process expenses
  • File payroll tax returns
  • Pay employees, contractors & IRD

Banking

  • Code transactions
  • Reconcile accounts
  • Identify discrepancies

Financial Reporting

  • Prepare financial statements
  • Generate profit and loss reports
  • Analyse financial data
  • Manage budgets

Management

  • Liaise with accountant
  • Xero setup and optimisation
  • File company returns
  • App integrations

Scenario

written using ai based on our testimonials

virtual bookkeeping services

Meet Ana, founder of a boutique consulting firm. Though she excels advising clients, with business growth came ballooning invoices, expenses, bank statements and payroll. Quarters passed reconciling finances rather than reviewing revenue patterns or making strategic plans with accurate data. Ana felt drained and uneasy about finances.

Ready for change, Ana enlisted our bookkeeping services. Her assigned specialist created simple processes for tracking income, outgoings, payroll and taxes. He compiled understandable P&Ls and cash flow statements, answering Ana’s questions to instill financial confidence again.

With smoothly handling of essential fiscal functions, Ana utilises once wasted hours advising more clients. Now she enters meetings armed with reports allowing smarter profit decisions. Ana beams when clients ask how she manages such detailed financials independently. She happily keeps us her behind-the-scenes bookkeeping secret weapon.

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