Here's how I can support you.
I offer support in many ways and certainly not 'one size fits all'. Here's a sample of what I offer but if you aren't sure, a free discovery call is a great start.
"How Can I Help?" - FREE 30 minute discovery call
Not really sure what it is you may need but feel like you could do with some help ?
Call for a chat (online meeting or phone) – I promise I don’t bite and there is absolutely no obligation to take up any paid services.
Your only risk is the lost opportunity of some free advice!
Xero Health Check - 2 hour Diagnostic
You service your car but not your business finances??
Feeling like your Xero ledger has got in a mess or isn’t giving you the information you need?
I will carry out a full review of your Xero ledger to assess its 'health'.
You will get a ‘Healthy Ledger’ report specific to your business with actionable next steps for improvement.
Better yet - why not make this a quarterly process?
NZ$250
Systems & Process Review
You’ve got systems in place “how we do things” that keep your business running, but they may not be clearly documented or consistently followed.
This review helps identify gaps, streamline your processes, and turn what's in your head (or your team's!) into clear, actionable documentation.
With well-defined systems, you will :
- Be able to take a break, knowing the system is able to be easily followed without you
- Spend less time onboarding new staff
- See more consistent results, reduce the risk of losing critical knowledge when team members move on
Individual Pricing
Virtual CFO Services
What’s a Virtual CFO—And Do You Need One?
Running a small business means making decisions every day—some small, some big. A Virtual CFO is like having a senior finance expert in your corner, helping you make the smart, strategic calls without hiring a full-time executive. Think of it as having a financial co-pilot—someone who helps you:
- Understand what your numbers are really telling you
- Plan for growth, cash flow, and profitability
- Spot red flags before they become costly problems
- Make confident decisions about pricing, hiring, or investments based on accurate reporting
- Make sure your systems are working
You still work with your bookkeeper and tax accountant—but I help bridge the gap between day-to-day record keeping and big-picture business strategy.
It’s flexible, practical support that scales with your business—no suits, no jargon, just financial insight you can actually use.
Individual Package Pricing based on your needs
Xero Training Sessions - 1.5 hours + follow up support
Needing to get to grips with how Xero works and want to discuss your individual situation with a real person?
How does this work?
Book A Session using the link below
- The form will contain some questions to complete about your business so I can prepare
- We schedule an online meeting to run through your specific questions and scenarios
- You get 'help desk' follow up access to me of 10 calls or emails if more questions pop up after the session or you forget something (brain overload is real right?)
NZ$350