Received two 5-star reviews today! ๐๐๐๐๐
Two case studies on how my team and I have helped clients.
๐๐ฎ๐๐ฒ ๐ฆ๐๐๐ฑ๐ ๐ญ: Easing the Stress of an IRD Review
–> Client came in a challenging situationโan IRD review causing significant stress.
–> We reworked three years of GST and income tax returns.
–> A daunting process was made seamless through a structured approach.
–> My team handled all the negotiations and correspondence with the IRD.
–> Ensuring the client was regularly informed and reassured at every step.
–> Took the time to explain everything in detail, making sure the client felt supported throughout the process.
–> In the end, the client is expected to receive a refundโa fantastic outcome from what started as a stressful situation.
๐๐ฎ๐๐ฒ ๐ฆ๐๐๐ฑ๐ ๐ฎ: Streamlining Processes with Xero
–> Another client was struggling with an outdated, manual accounting system.
–> This was not only time-consuming but also prone to errors with significant financial implications.
–> Recognizing the inefficiencies, my team guided the client through a complete transition to the cloud. We used Xero.
–> We didnโt just implement the software; we tailored the setup to fit the specific needs of the business.
–> Ensured that all processesโfrom invoicing to reconciliationโwere optimized.
–> Provided hands-on training, making sure the client was comfortable and confident in using Xero.
–> The day-to-day operations are more streamlined, saving time and reducing risk of errors.
–> This allowed client to focus more on growing the business, leaving the accounting to us.
How can I help you?
At the core of my work is a commitment to making the complex simple and stress-free for our clients.
If you need help with your taxes, please DM me. Iโm here to help ๐ฌ๐ฉ๐
