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Tackle messy client onboarding files and multi-year bookkeeping backlogs on a fixed-fee or hourly project basis.
Onboarding new practice clients often comes with months of messy, neglected bookkeeping that paralyzes your team's workflow. Hand over messy onboarding files or neglected client ledgers to our dedicated catch-up pod on a project basis.
Quote new practice clients with total confidence, convert messy prospective clients without stressing internal staff, and eliminate backlog delays.
We establish secure cloud access, align on chart of accounts, and review your historical records.
Daily or weekly execution strictly adhering to standard operating procedures and NZ tax rules.
Every file undergoes secondary review by a designated senior accountant before partner sign-off.
Clear client reports delivered on schedule, alongside proactive statutory IRD filing reminders.
We seamlessly work directly inside your existing cloud tools with secure 2FA authentication:
Answers about turnaround times, data security, software access, and onboarding.
Yes. When your firm onboards a client with chaotic historical accounts, our cleanup specialists reconstruct ledgers and reconcile trial balances without tying up your senior billing staff.
Yes. We conduct a fast 24-hour file review to quantify the hours required and provide an agreed fixed-fee project price before any work begins.
