We will have some face to face meetings particularly at the start. We will then continue to have face to face if you wish, though we can keep costs down by using phone, email, video and screen sharing etc.

Isn’t is simpler to work with only one finance professional?
Using two financial professionals who work in with each other can often be a way of getting the most value. We each specialise in our own areas and we work in with each other.

We need access to your Xero account, your bank statements, and a nominated access IRD form if we are filing GST and / or PAYE. It is often also useful to have access to your business email account used for receiving and sending invoices, e.g. accounts@yourbusiness.co.nz.

Yes, we have expertise in teaching, and feel particularly satisfied when business owners are keen to educate themselves in using Xero better. We can deliver personal training sessions, and also assist with finding suitable resources in the large data base of Xero training resources.