Smart Bookkeeping for Business
Owners and accountants

Specialists in Xero and Cloud Technologies

  • Flexible and Agile

    We value positive partnerships, working with you to build and maintain quality data and efficient processes.

  • Tailored Services

    Our service is personalised to your business, designed to ensure we meet your exact and ongoing needs.

  • Manage your Day to Day financial recording

    We can take care of all aspects of your day to day financial recording, facilitating the work of your tax accountant with year-end tax tasks.

About UpToDate Numbers

UpToDate Numbers is a smart bookkeeping service that utilizes Xero and other cloud technologies to deliver high-quality, efficient, accurate, and cost-effective assistance to business owners and their tax accountants. We specialize in optimizing cloud bookkeeping systems to maximize their value to businesses..

Our Services

  • Bookkeeping and Compliance

    Typical services include transaction coding, bank reconciliations, GST returns, accounts receivable and accounts payable.

  • Payroll

    Uptodate Numbers can take care of paying employees, processing PAYE, and payday filing requirements.

  • Business Support

    This service provides high quality financial information to your business using smart, timely reporting.

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  • We will have some face to face meetings particularly at the start. We will then continue to have face to face if you wish, though we can keep costs down by using phone, email, video and screen sharing etc.

  • Isn’t is simpler to work with only one finance professional?
    Using two financial professionals who work in with each other can often be a way of getting the most value. We each specialise in our own areas and we work in with each other.

  • We need access to your Xero account, your bank statements, and a nominated access IRD form if we are filing GST and / or PAYE. It is often also useful to have access to your business email account used for receiving and sending invoices, e.g. accounts@yourbusiness.co.nz.

  • Yes, we have expertise in teaching, and feel particularly satisfied when business owners are keen to educate themselves in using Xero better. We can deliver personal training sessions, and also assist with finding suitable resources in the large data base of Xero training resources.

UpToDate Numbers FAQ

Reasons to Choose Our Service

As a business, we are flexible and agile. Our service is customised to meeting the ongoing needs of our clients.

Our core principles

Valuing positive partnerships, quality data and efficient systems. We work with transparency and clear communication at all times.

Personalising our service according to your exact and ongoing needs. This includes anything from sales invoices or GST returns, to preparing draft financial statements.

Aligning with your tax accountant but taking care of your day to day finances, whilst leaving the specialised year end tax work to them.

TOUCH BASE WITH US

Fill in the form and our team will be in touch within one working day, or you can call us on 021 740 557.