Our Small Business Services

Trueform Bookkeeping are proficient in managing your day to day bookkeeping. We can put in place systems to suit and benefit your type of business. 

We specialise in trade based industries with vast experience covering the Construction Contracts Act 2022 and Financial administration  in relation to the handlings of progress claims and retention monies. 

Trueform Bookkeeping will help you save time by outsourcing your bank reconciliation. 

We offer excellent bank reconciliation services to ensure your accounts are always accurate.

 Our accounts receivable management service simplifies the process of handling outstanding invoices and ensuring timely payment from customers. We generate and deliver professional invoices, track payments, and reconcile them with invoices, while also employing effective collection techniques and resolving payment disputes. By outsourcing your accounts receivable management to us, you can benefit from improved cash flow, reduced administrative burden, enhanced customer relationships, and mitigated bad debt risks. Trust us to streamline your financial operations and allow you to focus on growing your business. 

 Our accounts payable management service streamlines invoice processing, payment coordination, and vendor communication. We ensure accurate and timely payments to vendors while maintaining positive relationships and compliance with regulatory requirements. By outsourcing your accounts payable management to us, you can benefit from streamlined processes, improved cash management, and enhanced control and compliance. Trust us to handle your accounts payable, allowing you to focus on growing your business. 

 Our monthly reporting service provides businesses with concise and comprehensive insights into their financial performance. We compile and analyze key financial data, presenting it in clear and easy-to-understand reports. These reports highlight important metrics, trends, and analysis, empowering you to make informed decisions and drive your business forward. 

  Our retention monies tracking service provides businesses with a systematic and efficient solution for monitoring and managing retained funds. We carefully track and document the retention amounts held for specific projects or contracts, ensuring compliance with contractual obligations and legal requirements. With our expertise, you can confidently track and reconcile retention monies, streamline the release process, and maintain transparency with stakeholders, promoting trust and accountability in your business relationships. 

 Our cash flow and budget preparation service offers businesses a strategic approach to managing their finances. We meticulously analyze historical financial data, industry trends, and future projections to develop accurate cash flow forecasts and realistic budgets. With our expertise, you can effectively plan and allocate resources, optimize cash flow, and make informed financial decisions that align with your business goals. 

Trueform Bookkeeping works alongside a variety of payroll systems and  can assist with the setup and training of your new payroll system. We can also manage and process your weekly, fortnightly or monthly payroll. 

We are dedicated to our clients. We will ensure your GST and PAYE is accurate, there is no last minute rush to file with IRD and your taxes are aid on time. We also advise you on the best way to manage your tax refunds so you are never out of pocket and worried about your net tax bill. 

Succession planning helps you clarify what you want for the future (taking into account business, personal and family expectations) and define the steps required to turn that vision into a reality. At least 3-5 years is the ideal timeframe to make sustainable improvements; basically the more time you have for planning and implementation the better. 

We'll begin the half-day Succession Planning session with a presentation providing an overview of important considerations, succession options and processes relevant to your business. We will then work with you to define your succession timeline and identify your ideal succession scenario, opportunities to improve your business value and vulnerabilities you need to manage, documenting them in a robust Succession Plan. 

We'll then set 12 month goals and quarterly goals and actions to achieve these. As a result, you'll have a roadmap guide for decision making and to ensure your business is in the best position to achieve maximum return on your hard work and investment.

Being a partner with Xero we can help set up Xero Software and work alongside you to ensure you have all the necessary information to get you going and keep you going . We can also help tidy up any accounts and filing stresses you may have. We offer Xero and Software training customised to your business needs.