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Kurt** is a busy professional who regularly travels internationally. He also is a property investor. One of my clients referred me to Kurt and he came along for a chat.  His accountant was based in Wellington and they only met once a year – to prepare the tax return. We reviewed Kurt’s property portfolio and…

Bert and Ernie ** had been in business for several years. The two builders employ staff, apprentices, carpenters, and a whole team of “tradies” and had been placed on Xero by their accountant. They weren’t happy. They didn’t feel in control of their business or their accounts. Even though they were using an excellent accounting…

Molly* is always busy. One child at primary school, one at preschool with a partner running his own construction business. In between the school run, sports and club run she manages to squeeze in time for her clients. Molly is a clinical psychologist with young clients through-out the Waikato. She needed a simple, easy to…