Reporting & Reviews
Bookkeeping, Accounting & Reporting - Hand In Hand
Reporting For Your Business
Ensuring the results are reflective of performance. Highlighting what the numbers say.
Month-End Accounting
To truly align your business performance to your results, it is vital to perform month-end accounting.Month-end accounting and accruals help reflect the income and expenses in the period in which the income was earned and cost was incurred.
Most if not all other bookkeepers - just bookkeep on a cash basis i.e. bookkeep based on when the cash is received and when its paid. This creates a misalignment.
With our accounting background, we ensure that the key income and key expenses are accrued correctly so your business results are reflective of your business performance.
No more surprises when you annual accounts are produced!
Reviews
To ensure accuracy of not just our bookkeeping but also that of your suppliers, customers and general paperwork, we schedule weekly or monthly reviews (dependent on complexity and volume) of transactions for all client accounts internally. These reviews done first by the client's dedicated bookkeeper and then by their manager.The result.
We identify any errors or omissions in coding, misalignment in accounts, unreconciled balances, supplier statement errors a.s.a.p. so corrective measures can be applied straight away.
This is all to ensure that your reporting is as accurate as possible.
Reporting
All our clients enjoy a free basic monthly reporting pack for their business.Business reporting is one of the key elements in business success. Our reporting allows business owners to see trends, spending patterns and identify opportunities for growth.
With our analytical capabilities, we can create insights for your business and customers. We have helped businesses boost their performance by highlighting key trends and opportunities.
With our consolidation experience, we can consolidate all your branches / companies easily and create a group consolidated reporting. And most importantly, once setup - this happens automatically!
Whether you need our bookkeeping services or not, we welcome you to have a conversation with us around your reporting needs.
SUCCESS THROUGH GREAT PARTNERSHIP
Creating value is at the heart of what we do.
Catering For All
Sole trader, small business, medium business or complex company, no one is too small or too big for us. We are all about building lasting relationships and being by your side in your journey.
Get The Relationship For Free
We genuinely care for our clients. Pick up the phone or email us whenever you need to, we act as business partners - not just as bookkeepers.
The way it should be.
Save Money On Accounting
With in-house accounting & tax expertise, we ensure that your books are reflective of the true performance of your business. All this knowledge is included free to all bookkeeping plans.
Book a free consultation and see how we can assist your business.
Our Bookkeeping Approach.
01.
Discover
How do you currently do bookkeeping? What is unique about your industry? What are your requirements? Can we see opportunities for process flow improvements? Our extensive research phase uncovers answers to these key questions which leads on to development of a plan of action specific to your business.
02.
Analyse
We analyse our findings and develop a plan to suit your budget, expectations and bookkeeping needs. Your plan is unique to your business and budget. Measurement and performance tracking are key to measure success and we work with you to develop KPI's and SLA's for your business.
03.
Onboard
We ensure that systems, logins, access to relevant systems / processes are in place prior to onboarding. We agree a date to either onboard piecemeal or fully - dependent on our plan. Once onboarded we look to implement the plan of action within an agreed timeframe.
04.
Learn and Improve
Our CANI (constant and never-ending improvement) approach ensures we always look at identifying opportunities for improvement. Our review and reporting controls ensure that any errors or omissions are picked up straight away and fixed. We aim to lessen your workload at all times so you can focus on your business.
Contact us below or call now
on 0800 115 188
Intouch Bookkeeping Auckland
Ellerslie, Auckland
Phone: 0800 115 188
Email: info@intouchbookkeeping.co.nz
Address: Level 1, 582 Great South Road, Ellerslie, Auckland, New Zealand
Opening Hours
Monday - Friday: 8:00 a.m. - 6:00 p.m.
Weekends & Public Holidays: By prior appointment only
Client Meetings
Client meetings are by appointment only.
After Hours Free Consultations Available.
For your convenience - we can come to you at a time suitable to you.