Feel confident you are getting the right advice at each stage of your business journey.
You need an accountant to grow with you as you grow. We have specialists in different areas of business so you’ll always get the right advice when you need it.
It’ll take about three months to get ready to work together.
| STEP | 1 | Accept the proposal. |
| STEP | 2 | Portfolio Manager will be assigned to your account. |
| STEP | 3 | We’ll discuss your personal and business goals. |
| STEP | 4 | We’ll evaluate your existing accounting system or set you up on Xero if that suits your business needs more. |
| STEP | 5 | We’ll get you set up on the right apps for your business. |
| STEP | 6 | Together, we’ll have regular calls and check-ins every month to make sure everything is working for you and your business. |
As a bare minimum, you need to know how much money is coming in and out of your business
You want to have your numbers at your fingertips and you need an accounting system to tell you what those numbers are.
We love Xero & Quickbooks…these powerful accounting softwares are all you need to track all the right numbers.
Why Xero?
- Get your books done faster – Xero automates the tasks so you have more time to do the things you love.
- Have confidence in your numbers – know exactly how your business is tracking, at any time.
- Improve your software – Add on Xero Payroll and Xero projects and keep all of your business info in one place.
- Work from anywhere – Access your data from anywhere, anytime.
Why Quickbooks?
- Access your numbers, anytime and from any device – your data is stored in the cloud.
- Get paid faster – send custom quotes and invoices.
- Know how your business is doing – create reports that show you the truth.
- Collaboration with your accountant – allow your accountant or bookkeeper access to your books.
However, if you already have an online system that you are using and is working for you, don’t panic! We’ll happily work with you on that too!
The Apps will save you time, but we know deciding on which one to use can be overwhelming
We encourage our clients to make the most of the apps available to them. We’ll guide you through the selection process and suggest the apps that would work best for your business.
Here are a few of our favourites:
T-Sheets
Time tracking software that helps with team management and productivity
Receipt Bank
Scan your receipts and upload them on and the go with your phone or laptop so you never lose a receipt again
Futrli
Cash flow prediction and planning software that keeps you on top of your numbers
We’re also proud to have our very own Heighten app on the way. You’ll be able to interact with us and use the tax calculators and relevant tax sheets directly on the app. Watch this space!
There’s no ‘one size fits all’ package
We prefer to think of your fees as your investment. Your investment in working with us increases and improves your business and helps you become more profitable.
We get to know you and your business needs so we can offer tailored solutions that best suit your business.
Your numbers are part of your business story.
Let’s plan the rest of your story together.