Many clients ask us to help them perform their end of year. The services we provide at this time are invaluable as we can provide insights into your operational method that can have a profound impact on your future profitability.


We provide three services;

  1. Remote Service Full where we connect over the internet and talk with you at the same time on the phone
  2. On-Site Service where we visit you
  3. Remote Service Basic where we just ensure your EOY rollover happens correctly

REMOTE SERVICE BASIC

If you are happy with your preparation for the End of Year Rollover then Remote Service Basic provides you with a basic service where we:

  1. Make or review your company document directory structures and provide ideas on improved layout, backup, and security
  2. Take a backup
  3. Check the backup
  4. Reorganise file
  5. Perform the End of Year Rollover
  6. Review your backup procedure

This takes approximately 30 minutes but will depend on your system. Charges apply as per our schedule below.


ACTIONS PROVIDED IN REMOTE SERVICE FULL & ON_SITE SERVICE

This is a premium service where we ensure your rollover is accurate and that you have a productive understanding of the results and how you could improve on them in the next financial period.

  1. Make or review your company document directory structures and provide ideas on improved layout, backup, and security
  2. Take a backup
  3. Check the backup
  4. Reorganise file
  5. Test the Debtors Ledger and resolve any issues
  6. Review Debtor Accounts to write off and process
  7. Test the Creditors Ledger
  8. Review Debtor Accounts to write off and process
  9. Check stock and Product Register performance factors
  10. Check closing bank account balances
  11. Test the Cash Book
  12. Review GST Account
  13. Review each Account
  14. Perform End of Year Reporting and compile into PDF and Spreadsheets
  15. Review reports with you and help you understand the results
  16. Send information to your account
  17. Replace the original backup with any edits
  18. Perform the End of Year Rollover
  19. Review your backup procedure
  20. Assist in creating next year's budget and cash flow prediction (invaluable insight!)


ONSITE SERVICE

Onsite gives us a visual understanding of your business and our advice differs based upon your industry and business activity.

Typically we can:

  1. Speed up your computer systems and provide you with maintenance routines to maintain your system. (100% of the time!)
  2. Assist you to reduce paperwork
  3. Help you configure SoEasy to improve Job Management, Customer Management, Sales Management, Reporting


INVESTMENT

As much as we have to charge for End of Year Services, we save you a great deal of time and usually provide insights that will help you improve your productivity and profitability so our service is always worthwhile.

We charge our standard hourly rate for both Remote and On-Site services which is $140 + gst per hour.


On-Site services: If on-site services are booked we have four charges:

  1. 74c / KM as per the IRD recommendations See IRD
  2. 50% our normal charge rate for travel time
  3. If overnight accommodation is required, a fee of $160 per night
  4. If flight is required, the costs + 20% arrangement fees are applied


BOOKING FORM

Our End of Year service is popular so bookings are essential.