Bookkeeping in Xero.

Gold Status Xero Partners and Certified Advisors

We are gold status Xero partners and all of our bookkeepers are Xero certified so you can trust that your accounts are in good hands. We are also Xero Payroll certified and WorkflowMax certified advisors.

Outsourcing your bookkeeping can help you sleep at night and take away your worries.

Financial Reporting Handbook

We can use Xero to input and send out your invoices, reconcile your bank accounts, follow up overdue debtors, complete your GST returns, provide monthly reporting, and even manage your accounts email inbox.

/ Inputting invoices into Xero
/ Sending quotes and invoices to your clients
/ Reconciling
/ Following up overdue debtors
/ Spreadsheet creation and charts
/ Managing your accounts inbox
/ Xero setups and conversions
/ Managing your receipts with Receiptbank
/ Financial reporting and dashboards
/ Creating custom invoice and quote templates
/ Workflow Max setup, support and management
/ Payroll set up and management in Smartpayroll and Xero Payroll

Meet our bookkeeping specialists.

Kylie May, XERO CERTIFIED BOOKKEEPER

Kylie May

XERO CERTIFIED SENIOR BOOKKEEPER

Kylie is a dynamo when it comes to crunching numbers. But she doesn’t stop there. She digs deeper to find the insights behind the data, the critical info about cash flow that business owners need. 

With a professional accounting background, and six years experience as a successful small business owner herself, Kylie has first hand project management experience and compliance knowledge. She understands challenges her clients face, and adds immediate value with her high level bookkeeping skills and Xero and Excel expertise.

But it’s not just her blend of professional and practical experience that makes Kylie more unique than you’d expect. Underneath her quiet exterior is someone with a knowledge of all things Motorsport...which may explain why she’s so driven!

Specialties:
/ High-level bookkeeping
/ Charts and financial dashboards
/ Xero and ReceiptBank setups
/ GST returns
/ Payment system setup

Karen Edmonds, XERO CERTIFIED BOOKKEEPER

Karen Edmonds

XERO CERTIFIED BOOKKEEPER

As well as setting keyboards on fire with her insanely fast typing speed, Karen is a Xero and Xero Payroll certified numbers queen who loves reconciling and reporting almost as much as she loves rugby. 

She combines her skills and trustworthiness as a treasurer on a committee, and through using tools like Airtable she manages sports teams and helps ensure fees are paid and uniforms are accounted for. 

Around the Savvy office, Karen is known for her kind and caring nature and is a solid client favourite for her ability to transcribe at the speed of light and whip accounts, bookkeeping, and payroll admin into shape.


Specialties:
/ Xero and Xero Payroll
/ Accounts and bookkeeping
/ Transcriptions
/ Database management

Kylie May, XERO CERTIFIED BOOKKEEPER

Anna Williams

TECHNICAL LEAD / SENIOR VIRTUAL ASSISTANT

Anna is a highly skilled Senior Virtual Assistant, recognisable phone personality, and app-stack specialist at Strictly Savvy.

Up-front but understated, she’s our go-to for trades-related and app advisory clients. All about keeping their teams working efficiently and their customers up to speed, Anna’s in charge of office and job management, accounts and software testing. She reassures all involved, keeps things calm and running efficiently - and makes it fun at every opportunity.

Anna’s worked as an EA to a wide variety of consultants in New Zealand and abroad, blending an attention to detail with a quietly competitive streak. She admits she loves to take on challenges, like picking up work efficiency apps quickly.

Comfortable with fast-paced change, Anna’s known outside of work for her spontaneity - like picking up the kids for last minute weekend mystery trips!

Specialties:
/ App-stack advisory & implementation
/ Xero & Xero Payroll Certified
/ Fergus expert
/ Job management and scheduling
/ Regional Business Partners Network system manager
/ G Suite & Office 365 set up specialist

Karen Edmonds, XERO CERTIFIED BOOKKEEPER

Jaymie Morgan

BOOKKEEPER | VIRTUAL ASSISTANT 

With solid experience in the farming and construction industries, Jaymie brings a unique blend of professionalism and trade banter to handle clients' bookkeeping & administrative needs.

Efficiency with an exceptional attention to detail is the name of the game, the more complex the task, the more enjoyable the challenge is for her.

With that said, Jaymie is dedicated to her clients and focuses on building positive and trustworthy relationships. She prides herself on always being engaged and adaptive to any situation.

Specialties:
/ Xero Certified
/ Xero conversions & set up
/ MYOB & ACE Payroll
/ High level bookkeeping
/ Outbound phone calls

Testimonials.

 

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