Financial Services | Financial Squirrels

Services

Let our Squirrels take care of as much of your day to day book keeping and payroll needs as you require – from basic accounts processing through to full reporting. A Financial Squirrel will save you time, money and your sanity so you can have your life and your business back. We can also work anywhere in NZ from our offices, so there are no limitations.

We have packages to suit every sized business – take a look at the options below. Packages can be tailored to your own situation, simply by booking a free consultation.

Peanut Package!

From $77.00 per week

Account reconciling
Entering Creditor Invoices into accounting system
Sorting out all EFTPOS and cash receipts and entering into accounting system
Reconciling EFTPOS transactions
Reconciling Creditor transactions
Entering Sales income (EFTPOS receipts) via bank statement
Reconciling all client payments/sales (EFTPOS/client invoice)
Processing client / customer invoices into accounting system

GST
Completing & Filing GST returns - bi-monthly

Administration
Travel collection of paperwork
Phone Calls
Email queries
Filing

Reporting Functions
Providing monthly P&L reports and helping you to understand and read these
Entering annual budget figures into accounting system
Liaising with your accountant at the year end and during the year if need be

If you would like to talk about any of our nutty packages or if you have any questions, feel free to get in touch.

Pistachio Package!

From $287.00 per week

Account reconciling
Entering Creditor Invoices into accounting system
Sorting out all EFTPOS and cash receipts and entering into accounting system
Reconciling EFTPOS transactions
Reconciling Creditor transactions 
Reconciling all client payments/sales (EFTPOS/client invoice)

GST
Completing & Filing GST returns - bi-monthly

Administration
Travel collection of paperwork
Phone Calls
Email queries

Reporting Functions
Providing monthly P&L reports and helping you to understand and read these
Entering annual budget figures into accounting system
Liaising with your accountant at the year end and during the year if need be

If you would like to talk about any of our nutty packages or if you have any questions, feel free to get in touch.

Walnut Package!

From $407.00 per week

Account reconciling
Entering Creditor Invoices into accounting system
Sorting out all EFTPOS and cash receipts and entering into accounting system
Reconciling EFTPOS transactions
Reconciling Creditor transactions
Processing client / customer invoices into accounting system
Reconciling all client payments/sales (EFTPOS/client invoice)
Paying creditors via internet banking

GST
Completing & Filing GST returns - bi-monthly

Account Processing
Emailing or posting invoices to clients
Emailing or posting monthly statement to clients
Bank cheques from client payments into your bank account
Chasing outstanding debtors

Payroll
Processing weekly/Fortnightly payroll
Completing & filing PAYE returns with IRD
Setting up PAYE IRD payment via your bank account

Administration
Travel collection of paperwork
Phone Calls
Email queries
Filing

Reporting Functions
Providing monthly P&L reports and helping you to understand and read these
Entering annual budget figures into accounting system
Liaising with your accountant at the year end and during the year if need be

If you would like to talk about any of our nutty packages or if you have any questions, feel free to get in touch.

 Our squirrels are also experts in system setups

Set up basic paper system for accounts

Set up cloud based paperless accounts system

Sales System/Tradie system for those who travel or work out of their vehicle

Starting from $65 for Stationery and $70 per hour