bookkeeping

We love xero

Xero is our preferred accounting software and we recommend it to our clients. It’s simple to use, secure, reliable and saves you time and money. If you’re not currently using Xero, we’ll get you set up.

You didn't get into business to become a bookkeeper!

While we all know keeping on top of the finances is better for cash flow and peace of mind, there are only so many hours in the day. If you need bookkeeping help, My Smart Office will get your business organised and take care of the accounts, invoicing and overdue payments, freeing up your time for family or other areas of your business.

Need bookkeeping help?

You handle the job and leave us to:

• Invoice clients

• Process supplier invoices for payment

• Reconcile accounts

• Follow up overdue payments

• Prepare and file GST returns

Project reconciliation and knowing your business numbers is crucial for profitability and success. Let us do the heavy lifting, so you can track your financial performance and make better business decisions. At tax time, we’ll have everything ready to hand over to your accountant, so they can finalise your annual tax returns.

Smart Bookkeeping

Accelerate Bookkeeping

From $350 per month
We will assess your needs then suggest a package

BOOKKEEPING packages

Package costs are calculated based on a 12 month term

From $235 per month
We will assess your needs then suggest a package

Smart Bookkeeping service includes:

• Bank account & credit card reconciliations

• Loading and coding of supplier invoices to Xero (Up to 10/week)

• Receipts coded in Hubdoc & reconciled in Xero (receipts logged by client)

• Monthly reconciliation against supplier statements

• Review of invoice structure for compliance with CCA 2002

ACCelerate Bookkeeping service includes:

• Bank account & credit card reconciliations

• Loading and coding of supplier invoices to Xero (Up to 10/week)

• Receipts coded in Hubdoc & reconciled in Xero (receipts logged by client)

• Monthly reconciliation against supplier statements

• Review of invoice structure for compliance with CCA 2002

• Report run weekly of bill payments due in next 7 days

• Two financial reports prepared each month from Xero

• Debtor management

One-off Client onboarding fee

From $350 for implementation and transfer of important information from you to My Smart Office.

Set-up requirements will vary depending on services to be provided and which client systems are already in place. We will guide you through every step.

Our Flexi option is charged at an hourly rate of $75 + GST.

Customer reviews

I feel a whole lot more confident that I know my business financials and that I can regularly review and make small changes, that make significant positive differences to the profitability and the long-term success of my business.

Paul Bramwell, Bramwell Builders, Auckland NZ

We can't speak highly enough of the positive changes we've seen in our organisation. She has assisted in setting up payment schedules, cleaning up our Xero accounts, offering business coaching, and so much more.

Greg Dickey, GD Construct, Tauranga NZ

★★★★★

★★★★★

What does a bookkeeper actually do?

A My Smart Office bookkeeper takes your receipts, invoices and other bank transactions and records them in accounting software so your accountant can easily process your financial information. They’ll pick up on any errors and help you make sense of your financial information, including cash flow and project reconciliation. A good bookkeeper will advise you on solutions to streamline your business workflow and services you can use to simplify payroll. We can also teach you to use Xero accounting software.

More time Fishing,

less time chasing overdue payments!