Frequently Asked Questions

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We specialise in working with sole traders, small businesses, and individuals who want to stay on top of their finances without the overwhelm. Whether you're just starting out or you're managing multiple income streams, we tailor our bookkeeping to suit your needs. 

Yes, we offer personal bookkeeping packages to help individuals manage their finances.
My personal bookkeeping packages are designed to support you with budgeting, tracking spending, and setting realistic savings goals. We provide regular check-ins, simplified reports, and practical guidance to help you stay on top of your money. It’s an ideal solution if you want greater clarity, accountability, and control over your personal finances. 

Yes! In fact, we offer the tailored Bronze package specifically for non-GST registered businesses. It includes transaction coding, monthly reconciliations, basic reporting, and ongoing support—everything you need to stay compliant and in control.

 Absolutely. Whether you're behind by a few months or a few years, we can help you get caught up and stay compliant. Reach out for a custom quote based on the volume of work.

I primarily use QuickBooks Online for bookkeeping and HubSpot for client management. If you're already using another platform, we can discuss options during onboarding to ensure a smooth transition.

Start by filling out our short client intake form (linked on our homepage). I'll contact you through your preferred method to understand your needs and walk you through our onboarding process, which includes signing an engagement letter and setting up your software.

We keep it flexible—email, phone, or video calls depending on your preference. We’re here to support you in a way that works for your schedule. 

We use secure cloud-based systems like OneDrive and QuickBooks, with multi-factor authentication and encrypted storage. Your privacy and data security are a top priority.