Business Services

Our aim is to provide you with advice when your business needs it.

We establish a one-on-one relationship with each of our clients, our advice is tailor-made for your business, and you.

Our flexibility and adaptability will ensure you get the best results.

Below we have listed the business services that we offer to our clients. This list is by no means exhaustive, and our team of friendly staff are more than happy to discuss any services that you do not see listed.

Preparation of Annual Financial Statements and Tax Returns Management Reporting – Periodical Reports KPI reporting - key performance indicators are indicators that show a businesses strengths and weaknesses.

Simple Strategies Bookkeeping understands that running the business is hard enough without the complication of getting the accounts completed. (Often this is a real chore and is done out of office hours when there are a huge amount of activities that you would be rather doing… Further more – doing your own bookkeeping can be a real unnoticed cost. This is why you should let us take care of it for you. Frees you up to do the work that you can charge clients for Eliminates down time due to lack of bookkeeping knowledge Eliminates Penalties for late IRD Payments Frees you up to enjoy important family time Keep the IRD happy Taking care of GST Taking care of Payroll Make sure your bills are paid Make sure your clients get invoiced Make sure your clients pay you – collection of money without annoying your clients Keep your paper work in order Help you with quoting jobs Train you in accounting software – including MYOB, Xero, Banklink, and ACE.

Any business that does not have budgets and cashflow forecasting tools is driving blind in a changing economy, and is unprepared for any road blocks. There are many types of budgets and we can help you design the right budget for your needs and requirements. Let us show you how a budget and a cashflow forecast are able to provide feedback to allow you to prepare for the future of your business.

Let us help you turn your business idea into a reality. If you have a good idea for a new business venture but don't have expertise in the legal or financial aspects, we can help you: Decide on the most suitable structure for your business whether its a Sole trader, partnership, or limited company Prepare a business plan, cash flow projections, budgets, and trading forecasts Assess your finance requirements, advise on the best sources of finance, and draw up the necessary proposals Establish a good working relationship with your bank Complete any registration procedures with Companies Office or Inland Revenue Set up a recording system for your internal use and for complying with statutory requirements Let us help you turn your business idea into a reality!

Are you holding too much inventory? Is this the right time to expand your business? Are you going to have enough cash to pay all expenses every month? Surviving in today's business climate requires you to spend more time working on your business than in it. We can provide you with accurate, timely, informative cash flow forecasting reports that enable you to: Realise and understand when cash is available Plan and prepare for expansion, stock control, and taxes Analyse and anticipate key expenses Equipped with this information, we'll work with you to develop action strategies that improve your bottom line.

Financial planning ensures that your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies encompass succession planning and provide the tools to ensure your financial position is secure both today and tomorrow. Don't take unnecessary risks with your future.

We have developed strong alliances with like minded brokers and bank managers to ensure we have options for financing to suit your business. Let our experienced team explore with you the best financing options to get your business closer to its goals.

We can take care of your monthly MYOB data entry. There are a number of advantages for you in this. It frees you up to do what you do best. It also ensures, with the data entry occurring at our end, greater data consistency with our systems: your accountants are able to focus on how you can use the information rather than having to first concern themselves with checking it. Other advantages are: Up-to-date information passing through our system enables us to offer timely advice – eg tax estimation, profit performance, etc. More economical than employing a staff member. Avoids coding mistakes and associated costs. Creating Solutions Supports business monitoring process. Eliminates training costs and transferring knowledge to new employees. Provides cover for 52 week of the year (no staff holiday or sick leave issues). Makes GST returns easy.

We understand that day-to-day office duties are not everyone's cup of tea. We are happy to help you out with some or all of these services: Wage Processing Payment and processing of creditors Collection and banking of debtors Various secretarial tasks Training in Office duties

Processing your payroll can be time-consuming and divert you from the core activities of your business. Payroll & employment legislation is growing increasingly complex. Simple Strategies Bookkeeping provides a Payroll Service that is easy and affordable Simply give us your employees’ personal and pay details and we will sort the rest – on-time and affordably. You’ll save money and manpower, and you can relax knowing that we’ve taken care of payroll processing details like these: PAYE and all other IRD requirements Annual leave calculations Sick leave calculations Child support deductions Kiwisaver contributions Extensive payroll reporting Payslip generation Employee payments Once we’ve calculated your payroll, we’ll send you a comprehensive report. All you need to do is approve our figures, then we’ll process the pays (up to the limit you set with your bank), send employee payslips, and file all required IRD forms.

The experts at Simple Strategies offer a portfolio management service that makes handling your investments easy! We provide the people, tools, and methods you require to effectively manage your investment portfolio. Your portfolio manager keeps abreast of the changes in the investment market, saving you the trouble of doing the research. You maintain control of your investments while eliminating unnecessary risks and delegating the everyday tasks and complex decisions to your experienced investment manager. At Simple Strategies we design and manage portfolios with your individual requirements and objectives in mind. This means your investments are handled in the most efficient manner possible and ensures your goals are met.

With the correct setup, reports will make more sense, explained in plain English you will easily see the strengths and weaknesses of your business. We supply beneficial reporting that is explained in plain English. Producing reports from your software - We ensure the correct structural setup of the software is completed this will ensure it produces reports that are beneficial and informative. How much profit are you making Creating Knowledge Where is it going well Where is the over spending occurring It doesn’t matter what software you use or if you bring all your receipts to us in a shoe box, we can do our magic and sort it all out so it all makes perfect sense to us, the IRD and most importantly.. You.…. We are driven by what reporting you want to receive and will endeavour to create and deliver the reporting that will give the greatest insight in to your business.

We sell and train in MYOB, Xero and Ace payroll. These products offer solutions that suit different clients in different ways; a quick consultation will ascertain which of the options suits your business the best. Xero - has a fantastic online product that makes it easy for us to assist with your bookkeeping whilst we both have 24 hour access. There is no requirements for backing up or sending data between each other to keep it up to date. MYOB - has a very strong accounting programme that is installed on your computer and does not require internet access. They have an accounting programme that will suit 99% of businesses Ace payroll - Although simple to use, Ace Payroll is very comprehensive, catering for all New Zealand laws and regulations concerning payroll Shoe Box – no, this isn’t software – it is literally a shoe box. Many of our clients file all their paper in box and bring that Shoe Box in to us to sort out…(therefore fondly known as Shoe Box Accounting) This is all good and we do Shoe Box accounting too. We supply beneficial reporting that is explained in plain English. The structural setup of the software is really important for producing reports that are beneficial and informative. This is done at the software set up stage which will save a lot of time and money down the track.

The pressures of daily business can often mean that strategic planning takes a back seat - but to have a successful business you must plan ahead. We'll help you establish a strategic plan that looks at where you want your business to be in the next 3-5 years and exactly how you and your team can achieve these aims and objectives. Your strategic plan will: Define the characteristics of your company in three to five years Identify your competitors Define your objectives and financial goals Put in place an effective implementation plan to achieve your goals Contact us for more information on forming a plan that allows for a hassle free continuation of your business.