Committed to Your Financial Health
WELCOME
Caroline Cook
BBus, CA, CPP – DIRECTOR
Numbers have always been a passion so as an adult student, a business degree in accountancy made perfect sense.
I started public practice accounting in Napier over 20 years ago. Moving to Auckland, I ventured into commercial accounting and accounting for charities as well.
The 2020 Covid lockdowns were the golden opportunity to start up a chartered accountancy firm that is 100% online and paperless. What I love about this is that it simplifies access for you – wherever you are in New Zealand, you are only a zoom call away from your accountant.
I enjoy using my broad range of experience in business and charities to assist you with your accounting and business needs.
Together, we go further.
Keeping things simple
We aim to speak in a language that you understand by minimising accounting jargon.
Personalised agreement of services
We recognise that everyone has a different set of circumstances and so we tailor a plan to suit your needs.
Professional, respectful and friendly service
We would be delighted to look after your bookkeeping / accounting needs, so you are free to spend more time in your business and with your family.
Online and paperless
We are Xero certified, use digital signing and Zoom to meet you online anywhere in NZ
Start-ups
Having been a start-up myself, I understand the many tasks involved. Allow me to walk alongside you to share the load.
Already in business?
We have capacity to take on new clients so do get in touch and let’s have a chat to see if working together suits us both.
Seamless Services
Welcome to the Seamless Accounting space where we value you as an individual with your own set of unique circumstances, challenges, goals and experiences. We are committed to providing you with Seamless Services, personalised to your needs.
We focus on your financial health and wellbeing with an awareness that it contributes to your overall wellbeing in life.
Tax Returns
Let us take the stress out of compliance for you by preparing your GST and income tax returns.
We can do this wherever you live in New Zealand.
We have a good relationship with IRD and have been able to achieve some good results for clients who have overdue tax to pay.
Bookkeeping
We can manage your bank reconciliations, raising debtor and creditor invoices, prepare payments and other bookkeeping duties for you so you do not need to employ a person onsite.
Whether it’s one hour per month or one day per week, we can manage these tasks for you entirely remotely.
Budgets
This is a fun task when done together and is a great tool to improve productivity and profit.
Whether your business is big or small, whether you’ve been in business a long time or just starting out, whether you’ve done a budget before or not, now is a great time to make use of this helpful tool.
Reporting
Monthly or quarterly reporting with analysis shows you where you have been in the past and points to your future direction.
This knowledge allows you to understand the drivers of your business and allows you to make real-time changes that can improve business performance.
Xero Conversion
We highly recommend the Xero software platform. If you’re using different software, we will do the Xero conversion for free as part of the first year’s contract.
Xero provides teaching videos but we can also provide tailored ½ hour or 1 hour sessions on the tasks that you want to learn.
Business Coaching
Whatever your goals are, regular meetings to discuss them, learn from the challenges and celebrate the successes will help you travel there faster.
Weekly, monthly or quarterly meetings are helpful for different situations. We can discuss what would suit you best.
Pricing:
Basic plan
annual price from- For sole traders, contractors, owners of single rental properties
- Income tax return
- Annual face-to-face or phone meeting
- Tax reminders
- Management of IRD account
- Add-ons as needed
Standard
monthly price from- For small to medium businesses, rental property owners
- Income tax return
- Annual face-to-face or phone meeting
- Tax reminders
- Management of IRD account
- Xero accounting software
- GST returns ($15 discount if not registered)
- Annual report incl. annual minutes
- Add-ons as needed
premium
monthly price from- For businesses with larger numbers of transactions or revenue
- Income tax return
- Annual face-to-face or phone meeting
- Tax reminders
- Management of IRD account
- Xero accounting software
- GST returns
- Annual report incl. annual minutes
- Quarterly financial reports with written or verbal analysis as preferred
- 1 coaching meeting per year
- Annual budget development
- Add-ons as needed
Specific arrangements can be discussed for charities
Add-ons: Payroll, management reports, bookkeeping, cashflow analysis, coaching, whole business financial systems, controls and services, end to end accounting admin service, Companies Office annual return, maintain the company statutory register, assistance with company setup, LTC registration, Charities Commission annual return
Virtually anything accounting… virtually!
Your Financial Health Starts Here
Call to make a time to chat: 027 721 9895
or complete the info form below:
We love solving problems, setting up systems and saving you time and money!
We work for clients who say,
“It makes so much sense now… I was panicking, now I’m relieved”
H.B.
Client
Better Financial Care is Our Mission
Prompt replies. trustworthy work. helpful service.