Catch up the books
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ServicesThe monthScopeStart here

Know what’s
done. Know
what’s next.

Steady monthly bookkeeping, GST support and catch-up work for people who would rather get back to the work they are actually paid for.

See how the month works ↘
Bookkeeper reviewing records in a Wellington studio
MONTH ENDReconciled
Books kept currentGST-ready recordsMonthly summaryScope you can see

Less time
chasing paperwork.

Start with the part of the books that needs attention, whether that is the monthly routine, GST records or a backlog.

Monthly books

Transactions categorised, bank accounts reconciled and missing items surfaced while they are still recent.

Keep current

GST support

Records organised for the return period, with questions resolved before filing time. Filing responsibility is agreed in scope.

Be return-ready

Catch-up work

A set period of catch-up work for overdue reconciliations, uncategorised transactions and incomplete records.

Catch up the books

Payroll admin

Routine pay-run administration and record organisation where payroll is included in the agreed service.

Run the routine

Regular bookkeeping beats a last-minute rescue.

Week oneWeek twoWeek threeMonth end

Connect

Statements and source documents arrive through the agreed channel.

Reconcile

Transactions are matched and exceptions are turned into specific questions.

Review

You see what is complete, what is waiting and what needs a decision.

Close

The month finishes with organised records and a short status summary.

Know what is included.

Included when agreed
  • Bank reconciliation
  • Transaction coding
  • Source-document follow-up
  • GST record preparation
  • Monthly status summary
Specialist help referred on
  • Tax strategy
  • Investment advice
  • Company or trust setup
  • Audit and assurance
  • Complex tax positions

Bring the backlog.
Leave with a system.

The first conversation covers the record period, software, GST status and the deadline that matters most. You receive a written list of what will be handled and what is needed from you.

See what is included