Xero Accounting Software Services on the North Shore

Experience Working Client-Side

As an SME business owner, you are required to wear many hats. Keeping up to date with your compliance requirements, managing your business’s cash flow and payroll, trying to find better ways to make more money, and chasing up those overdue customers are just some of the burdens we can take off your shoulders. Modern business demands up-to-date, accurate financial information. We can relieve you and your staff of accounting compliance requirements, including the preparation of your annual accounts and regular management accounts. At Carolyn Skilling Ltd we pride ourselves on specialising in small to medium sized businesses that want to thrive. We understand that each business is unique. We offer you advice that saves you valuable time, makes you money, and ensures that your business is on the right track for a successful future.

Chartered Auckland Accounting service based in Albany, North Shore

Software Solutions

Let us help you make the right choice regarding accounting software.The right programme will reduce the time on your “paperwork” and help you keep your finger on the pulse of the business. You will save time completing GST returns and will be able to plan your cashflow requirements regularly. With today’s cloud software solutions, business owners can have real time information at their fingertips to make the right decisions when it matters.

Choosing the right system for your business can be difficult. Here at Carolyn Skilling Ltd we invest considerable resources into ongoing staff training to ensure we can recommend the best accounting solution for your business.

Business Start-Ups

If you have a good idea for a new business venture but don’t have expertise in the legal or financial aspects, we can help you:

  • Decide on the most suitable structure for your business – sole trader, partnership, or limited company
  • Prepare a business plan, cashflow projections, budgets, and trading forecasts
  • Assess your finance requirements, work with your mortgage broker or banker to structure your finance correctly
  • Establish a good working relationship with your bank
  • Complete any registration procedures with Companies Office and Inland
  • Revenue
  • Deal with company secretarial issues
  • Set up a recording system for your internal use and for complying with statutory requirements

Let us help you turn your business idea into a reality!

Service Plans: Certainty for Clients

As a response to client demands and the market place, we have reviewed the services we currently offer clients and have incorporated them into three types of services plans. These can be modified for each client and additional services can be added on.

These plans are inclusive of and based on Xero software and our ability to take your work right through to final published Financial Statements on Xero. No more journals from your accountant to input!

Our clients know what they are getting and at what price. With payments made by monthly direct debit, clients can manage their cash-flow with no surprises when the accounts are finalised.

We are happy to assist clients with determining which plan is suitable and will provide the best platform for clients to manage their businesses.

For new clients we will discuss your needs but we won’t put you on the cheapest plan just to get your business – we have your business foremost in our minds and want to offer the best plan for you.

With all Xero packages we organise the set up for you and make sure you have adequate training – we don’t leave you floundering! The setup and training are extra but prices are known up front.

Clients using MYOB can also discuss a modified plan for them as well.

Please have a look at our three-column comparison to determine which plan would suit your company’s needs.

Service
  • Xero accounting software (including subscription)
  • Annual financial accounts
  • Annual meetings with your accountant
  • Annual tax returns completed and filed with IRD
  • Checking IRD tax assessments/statements –communication with IRD as required.
  • Tax payment reminder service (includes provisional tax)
  • Regular Newsletters
  • Free year-round email and phone support for bookkeeping questions
  • GST returns and reports (2 monthly) review or completion
  • Performance Management reports with comments and graphs (2 monthly)
  • Annual Tax Plan (includes review of provisional tax during the year)
  • Free year-round phone support for routine tax questions
  • Performance Management reports with comments and graphs (monthly)
  • Monthly Business Review
  • Monthly KPI reports- in depth review
  • Tax forecast and review
  • Cash flow forecast
  • Annual budget
  • Goal setting
  • Business Forward newsletter - (all round business focus)
  • Accountability meetings
 
Lite
From $185 + GST / month
Most Popular
Standard
From $285 + GST / month
Plus +
From $410 + GST / month

New Self -employed/ contractor Fixed Price Agreement from $100 + GST per month. Call us to discuss these plans.

If these packages are not for you we can provide a reasonable estimate of your annual accounting compliance fee payable based on our trade terms. We offer Feesmart to assist with payment of our fees to assist your cash-flow.

We also work with CCH iBizz, BankLink, and MYOB