ProfessionalServices

Comprehensive accounting solutions tailored for New Zealand businesses

Compliance Essentials

Stay compliant, on time, every time.

  • Annual Financial Statements & Income Tax Returns
  • GST Returns and IRD correspondence
  • FBT Returns & guidance on benefits, motor vehicles, and reimbursements
  • Companies Office annual returns & director/shareholder updates
  • Year-end Workpapers, tax payment reminders, and instalment planning

Deliverables:

Signed financials (PDF), tax return copies, IRD filing confirmations.

Great for: sole traders, contractors, and small companies wanting hassle-free compliance.

Bookkeeping & Payroll

Accurate books you can trust, without the after-hours grind.

  • Weekly/Monthly Bookkeeping: bank feeds, reconciliations, AP/AR, expense coding
  • Payroll: pay runs, leave/holidays, KiwiSaver, payday filing, year-end EMS
  • Software: Xero setup, conversions, and app integrations
  • BASICS + supplier payments scheduling and debtor follow-ups

Deliverables:

Reconciled ledgers, aged payables/receivables, payroll reports.

Great for: growing businesses that need clean numbers and tidy payroll.

Advisory & Growth

Numbers that guide decisions—not just report them.

  • Cashflow Forecasting & Budgeting with monthly/quarterly reviews
  • Pricing & Profitability analysis KPI Dashboards & Board Packs
  • Scenario Planning (what-ifs, funding, hire vs outsource, CAPEX)
  • IRD/Bank Readiness (projections, covenants, supporting schedules)

Deliverables:

Tailored dashboard, meeting notes with actions, updated forecast file.

Great for: owners who want proactive insight and accountability.

Startup & Business Setup

Start right, avoid avoidable costs.

  • • Entity Advice: company vs sole trader vs trust
  • • Company Incorporation and IRD registrations
  • • Xero Setup & Training
  • • Foundations: basic cashflow, pricing model

Great for: new ventures and side hustles moving to formal trading.

How We Work

1

Free 30-min consult

2

Proposal & fixed-fee options

3

Onboarding checklist

4

90-day tidy-up

5

Ongoing rhythm & reviews

Ready to simplify your numbers?

Book your free consultation and discover how we can help streamline your finances.

Bookwise Consulting

Premium accounting and business solutions for startups and modern companies across finance, systems, legal structure, ERP and IT support.

Services

  • Startup Setup
  • Accounting
  • ERP Systems
  • Business Advisory

Contact

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