1. Our “Xero Processing Centre” will assist you with your accounting and compliance.

• Accounting: monthly/bimonthly/three monthly/six monthly/annual financial reporting.

Assisting you by:
• By reviewing your own Xero transaction records, or
• By processing all your transactions in Xero after we upload them from your bank and process them as you require, or
• By being your remote virtual accounting division at a range of service levels including:
  • scanning all invoices into Xero
  • producing accounts payable reports
  • paying your payables
  • producing your invoices
  • preparing financial reports – compared to budget if required
  • preparing and filing all tax returns on your behalf

2. Business Services

• Business planning
  • Business plan evolution with you
  • Identifying major goals
  • Identifying KPIs (key performance Indicators) and benchmarking
• Payroll services
• Budgeting/forecasting with you
  • Forecasting profit and loss accounts
  • Forecasting balance sheets
  • Forecasting cash flows
• Business structures advice
• Tax minimisation advice
• Risk management advice
• Business reviews – SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis
• Business documentation

3. Tax Return Preparation and Filing

• Income tax returns
• GST returns
• PAYE returns
• FBT returns
• RWT returns
• Management of all your tax assessments
• Tax payment reminders

4. Company Matters

• Company incorporations
• Director and shareholder resolutions
• Company statutory records / maintain your company registers
• Registered office services
• Filing Companies Office returns

5. Trust Matters

• Trust management administration
• Trustee resolutions
• Trust deed preparation
• Trust advice

Footnote:

We can publish your financial reports to the web for you and you can then view them any time, any place you choose.