Tradeez

We have a new accounting and business advisory package called Tradeez, designed for Tradies. Tradeez will provide you with all the business and accounting advice you need to make your business a success. We can tailor a package that suits you, from $250 +gst per month.

We want to help Tradies achieve business and personal success. Together, we can take your business further.

Why use Tradeez?

1. We make accounting easy for the Trades
2. We take the stress out of accounting
3. We want to make you succesful

What will Tradeez do for you?

1. Set you up on Xero
2. Provide simple analysis on your business to help you make more money
3. Keep you safe with Inland Revenue
4. Provide an accounting package that suits your needs
5. Provide regular Xero business tips seminars (with drinks to get you through the sessions)

We Analyse Your Business Performance

From experience we know how to analyze your financial information to make your business successful.

1. We check the business gross profit and gross margin percentage
2. We check your debtors (amounts owing to you)
3. We check your cash balances
4. We provide a business warrant of fitness
5. We report to you on our findings & make recommendations to improve your business.

The key to the trades is making sure that for all jobs you are making a profit. And… that you are collecting the cash quickly from your customer. It is your money.

When do we check how well your business is doing?

Depends on the package that you have but from every 6 months to every 2 months.

Accountants typically look at your work up to 12 months after your financial year-end, which is often too late to help your business.

What reports will you receive?

• Statement of Financial Performance
• Statement of Financial Position
• Report outlining the key points to make your business more successful
• Key business performance indicators

Why does your business benefit from regular reporting?

1.  We highlight areas of your business which are going well
2. Any issues noted from our reporting can be acted on immediately
3. We can recommend that your business obtains additional specialist advice from our firm if needed (e.g. Job Costing, Back Costing, etc.)
4. We can recommend external providers to assist with issues (e.g. health & safety consultants, etc.)

We keep you safe with Inland Revenue

We want you to avoid tax headaches with Inland Revenue. We will do the following to keep your business safe & your life stress free:

1. Analyse your profits and advise you to save for future tax
2. Send you out Provisional & Terminal Tax notices
3. Make sure you pay tax on time and avoid unwanted penalties & interest

Who forces the highest number of businesses to stop trading in New Zealand? Inland Revenue

Our Packages

We can tailor a package that suits you, with some or all of the below.

Essentials (from $250 per month +GST*)

• Your own committed accountant “coach”
• Annual profitability “score line” reporting
• Annual results & strategy meeting
• Quarterly Xero tricks & business tips seminars with Q&A Sessions
• 6 Monthly “score line” reporting
• Tax savings advice
• All returns and compliance documents done for you
• Annual Financial Statements
• Annual Income Tax Returns
• FBT Preparation
• Tax administration (reminders and assessments)
• Business and tax newsletters

High Performance (from $375 per month +GST*)

• Your own committed accountant “coach”
• Two-monthly review of Xero coding review
• Two-monthly GST returns
• Two-monthly reporting Profit & Loss + Balance sheet
• Two-monthly profitability “score line” reporting
• Two-monthly tax savings reminders
• All returns and compliance documents done for you
• Annual Financial Statements
• Annual Income Tax Returns
• FBT Preparation
• Tax administration (reminders and assessments)
• Business and tax newsletters
• Quarterly Xero tricks & business tips seminars with Q&A Sessions

We can tailor a package that suits you, with some or all of the above.

*Terms, conditions and fees may apply.

Talk to our experts

We’re offering a FREE 60 minute, no obligation consultation where we can discuss your business objectives, give you some tips and discover how together we can take your business further. If you’d like to explore how we can help, please get in touch.