Bookkeeping, GST and other financial responsibilities can feel like persistent offenders of your time. It never seems to go away because there are all sorts of deadlines to worry about and financial information you need to record and track. In our attempt to be in control of everything it’s more than likely we’re spiralling out of control.

The good news is Cleaver Partners specialise in looking after the lot for you – bookkeeping, GST and statutory reporting. The minute you hand it to us we eliminate those persistent offenders that have been distracting you for far too long, and free up your time and worry.

Don’t be taken in thinking you can do it all yourself, join us today because who you buy from can be just as important as what you buy.

SUCCESS BASICS FEATURES

• Subscription to your preferred Cloud Solution
• Unlimited Xero support
• Regular health check of Xero setup and data integrity
• Tax and Business structuring
• Preparation and lodgment of GST & Payroll obligations
• Preparation & lodgement Income Tax Returns
• Preparation of Financial Accounts

It’s important to have an elite team around you to help you manage your financial life. We’re masters at working on efficiencies to help you manage all those more challenging areas of your business.

Your extra quality time is now free to focus on the real business matters – growth, profit, cashflow and return on investment. Enable yourself to continuously improve, explore opportunities and possibilities. With too much clutter in the way, it can become very chaotic. To reach objectives and goals you need clarity and space. We have those invaluable tools and strategies that help you accomplish and achieve what’s most important to you. Make contact today and we’ll show you how it’s done.

SUCCESS MANAGEMENT FEATURES

• Success Basics Package +
• Meeting to discuss opportunities to simplify or enhance your business situation or taxation structure
• Analysis of business performance and identify opportunities for improvement
• Tracking performance against budget and monitoring cash flow
• Quarterly Management reporting
• Regular meetings
• Preparation of your Annual Profit budget and cash flow projections
• Benchmarking

The Virtual CFO provides you with ongoing access to expert advice from experienced advisors who understand your business. Use them to help you stay focused because their role is to ask useful and challenging questions to help you achieve greater success.

Ultimately the financial mentoring available from a Virtual CFO will help drive the future success of you and your business. When you’re asking questions like:

• Who can I get to help support me through this?
• What’s the best way to approach the next stage or challenge?
• How can I get the best out my team to reach our common goals?
• What are some of the biggest obstacles we could be up against?

We’re on hand to give you the answers you have been looking for. We’ll bounce ideas and come up with a plan together that has all the right ingredients you need to grow your confidence and your business. When it’s time to make the change and meet that challenge give the team at Cleaver Partners a call.

GROWING YOUR SUCCESS – VIRTUAL CFO FEATURES

• Success Management package +
• Support to drive & improve the financial results of your business with regular input & advice
• Provision of spot checks & supervision of your accounting processes
• Commentary & feedback on financial performance & recommendations for improvement opportunities
• Improvement your internal reporting, record keeping & management functions
• Attendance at or facilitation of management meetings to focus on financial performance
• Assistance with strategic financial decisions
• Assistance with your budget & cash flow preparation
• Annual tax planning review
• Up to date income & expenditure projections & cash flow monitoring so you’re prepared for the future
• Mentoring for your finance team
• Liaison with external stakeholders on your behalf (e.g. financiers, brokers, IRD)
• Regular on-site attendance