About Us

  • Cloud Migration
    Projects include Financial & Payroll set up on Xero, creation of your Paperless System eliminating filing and Integration with existing systems reducing workload and data entry.
  • Fine-tuning
    Our experience has shown that most businesses require a "clean-up" of financials and payroll often saving the business owner money.
  • Training
    The most important part of moving to the cloud is a change in mindset and methods. We achieve this by training all staff on My Payroll, creating customised training for staff who use certain apps and one-on-one training for managers and owners.

 

  • Dashboard
    Over 3 different projects we create your customised dashboard and work out where you are, where you want to go and a plan on how to get there.
  • Cash Flow
    These 3 Projects help you reduce debtors, increase speed of payment with an Automatic Collections System, faster Invoicing and Easy Payment methods.
  • Cloud-keeping™
    Meet the new way of "bookkeeping" where we implement systems for Data Entry, Daily Bank Reconciliation and regular Financial Reports all done securely via the cloud.

Our Skills Our Reputation & Intergity

It’s an approach that brings together the best of financial planning and the best of investment management. It’s an approach that has worked for families, trusts, foundations and other institutions for nearly three decades.

Planning

85%

Consulting

65%

Marketing

90%

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