This business provides comprehensive bookkeeping, tax planning, and financial reporting services to small businesses, aiming to help them soar to new heights. With a focus on delivering expert advice and guidance, they strive to build long-term relationships with their clients. However, it's essential to note that some clients have reported negative experiences, citing issues with communication, prioritization, and accountability. Despite this, the business appears to offer a range of services tailored to the needs of small businesses, making them a potential choice for entrepreneurs seeking professional financial management. Their goal is to provide personalized support, helping businesses navigate the complexities of financial management and achieve their goals. By leveraging their expertise and experience, they aim to make a positive impact on the financial well-being of their clients.
The business offers a range of bookkeeping and accounting services, including comprehensive bookkeeping, tax planning, and financial reporting. They also mention setting up trust accounts and providing guidance on Xero, a popular accounting software platform. Additionally, they may offer services such as accounts payable and receivable, reconciliation, and reporting, although these are not explicitly stated on their website. Their expertise appears to lie in providing personalized financial management solutions, helping small businesses to streamline their financial operations and make informed decisions. By offering a broad range of services, they aim to support businesses in achieving their financial goals and overcoming challenges.
The business mentions Xero, a cloud-based accounting software platform, as part of their services. They may have experience setting up and managing Xero accounts for their clients, providing training and support to help businesses get the most out of the platform. However, it's unclear whether they have a formal partnership with Xero or offer services related to other accounting software platforms.
This business appears to serve a local community, although their website does not explicitly state the areas they serve. It's likely that they work with clients in the surrounding regions, potentially offering on-site or remote services. Given their location, they may have a strong understanding of the local business environment and be well-equipped to support small businesses in the area. However, without more information, it's difficult to determine the full extent of their geographic focus or whether they have a regional specialization.
Posting this so other small businesses hopefully read it and don’t make the same mistake we did. Unless you are a big million dollar company, you are bottom of the priority list and will take 2 weeks to get email replies. Paid over $1500 to have our initial business set up on Xero, to have our first meeting with Xero still not set up. Only offered ‘after hours’ meeting times which was at an additional cost, waited weeks for replies, and ended up with a $4k tax debt due to the accountant attempting to claim extra. No apology or accountability for his actions. This company changes the absolute maximum Xero fees possible, and add their own cost onto it. Found a new accountant since leaving and things have never been easier!