Service
The Flow
Your books are looked after, your GST is filed, your payroll runs on time — and you don't have to think about any of it. The Flow is ongoing bookkeeping done properly, by someone who actually knows your numbers.
Start a conversationHow it works
Onboarding
We review your Xero file and current workflow, then agree what I take on and what stays with you.
Setup
Bank feeds, coding rules, approval flows and a documented monthly calendar so nothing is left to memory.
Monthly rhythm
Reconciliations, payables and receivables, payroll and GST all run to schedule — every period, same standard.
Reporting & review
Monthly reporting you can actually read, plus a regular check-in on what the numbers are telling you.
What's included
- Daily or weekly bank reconciliations
- Accounts payable and receivable
- NZ GST returns prepared and filed
- Small business payroll processing
- Job costing and margin reporting where relevant
- Monthly reporting pack and year-end handover to your accountant
If your systems aren't ready for an ongoing arrangement yet, we start with The Fix and move into The Flow once everything is running properly.
Behind the work
The same hands every month
Your books aren't passed around a team. I get to know your business, your numbers, and the way you work — so the monthly rhythm stays consistent and quietly thorough.
Trusted relationships
Clients and platforms
Clients
Platforms and partnerships
“Thank god I worked with Carla. The pain of being a new start-up navigating complex international tax via Stripe would have caused future issues had Carla not done a full audit of my Xero. Appreciate her services and wouldn't hesitate to recommend her to anyone.”
Kate
Backkr
“Carla is great. She has been very helpful in creating SOPs with detailed step-by-step instructions that could help anyone. Nothing is ever an issue and Carla goes out of her way to accommodate the client's needs. I highly recommend Carla.”
North Beach Fishing Accounts
Start a conversation
Ready to get your information flowing?
Whether your Xero file is a mess or your business has outgrown the way its finances are run, we'll get the right information moving through your business: accurate, current and ready to make decisions with.
When you get in touch, we'll start with The Fit — a free discovery call of up to one hour where Carla learns about your business and what you need. She'll be back to you within two working days.