About Us

About UpToDate Numbers

UpToDate Numbers is a smart bookkeeping service that utilizes Xero and other modern technologies to provide high-quality, efficient, and cost-effective assistance to business owners and their tax accountants. Our goal is to optimize the technology to make the bookkeeping process as streamlined as possible.

We share the same vision as Xero, which is to automate as much manual data entry as possible to improve timeliness, accuracy, and efficiency. With our service, our clients (business owners) have access to accurate financial information to make informed business decisions, while our accounting partners (tax firms) have accurate data to complete year-end tax work quickly and cost-effectively.

Reasons to choose our service

As a business, we prioritize flexibility and adaptability in our service offerings. Our service is tailored to meet the unique and evolving needs of each client. Our core values are: fostering productive partnerships, maintaining high-quality financial data, and implementing efficient systems. We personalize our service to suit your specific needs, including tasks such as creating sales invoices and preparing GST returns, as well as drafting financial statements. Additionally, we work closely with your tax accountant to handle your day-to-day finances while leaving the specialized year-end tax work to them.

History of UpToDate Numbers

UpToDate Numbers was established in 2020, providing a technology-focused bookkeeping and operations (day to day) accounting service. Our founder has extensive experience utilizing technology to improve financial systems efficiency in both small and large organizations over the course of 18+ years. They were an early adopter of modern cloud-based finance systems in 2013 and is a strong advocate for maximizing automation in financial administration processes for efficient and seamless completion of tasks.