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Sole Traders

Bookkeeping Solutions for Self-Employed

As a sole trader, including tradespeople, managing your finances while growing your business can be challenging. My tailored bookkeeping services simplify financial management, keeping your finances organized and compliant. From invoicing and expense tracking to GST returns and tax reporting, I provide the support you need to ensure your business runs smoothly, allowing you to focus on what you do best.

Below are some of the key services I offer, but if you have any other bookkeeping needs, feel free to ask—I'm happy to assist with tailored solutions.

  • Ensure accounts are always up to date

  • Monthly financial reports for real-time tracking

  • Set up a cash flow system

  • Client/ supplier queries

  • Debtor management

  • Invoicing

  • Bank reconciliation

  • Credit card reconciliation

  • Compliance with GST requirement for IRD

  • GST filing

  • Payroll

  • Record keeping for new staff members with correct forms completed & filed for payroll compliance

  • PAYE filing – compliance with IRD

  • Preparing everything stress-free for EOFY (end of financial year)

  • I work with leading accounting software like Xero, MYOB, and Accredo, as well as payroll systems including Xero Payroll, ACE Payroll, and Smartly, ensuring efficient and accurate financial management for your business.

How My Process Works

Book a Free Consultation
Start by scheduling a free 60-minute virtual consultation with me.
 

Discuss Your Needs

During the consultation, I’ll explore your financial requirements, identify challenges, and understand your goals.
 

Create a Plan of Action

Based on our discussion, I’ll develop a customised plan that outlines the specific services you need and how I’ll assist you.
 

Get Started

Once you’re happy with the plan, I’ll request the necessary documents or software access to begin, ensuring everything runs smoothly and efficiently from day one.

Personal Attention to All Your Bookkeeping Needs is What Sets My Business Apart
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