09 309 3222

Accounting and Bookkeeping for the Trades and SME Businesses

Accounting and Bookkeeping for the Trades and SME Businesses

Accounting and Bookkeeping for the Trades and SME Businesses

Insight CA’s services are designed to suit the wide range of trade services available We will guide you through on boarding to the cloud (if not already there) tax compliance, profit improvement strategies and more.

We’ll review your accounts, prepare your annual financial statements, and manage your tax obligations to IRD.

Our service offering package commencing from $295 per month (plus GST) and for that you will receive:

Xero Support
Bank statements. ✔
Processed monthly
Regular profit and loss reporting. ✔
Cashflow reports showing current and previous months sales and expenses
GST returns. ✔
Review or completion. We’ll send you a copy, so you can pay the IRD on time.
Tax monitoring and Administration
Regular reviews in line with profit forecast to ensure no hidden surprises with tax.
Annual Financial Statements. ✔
Including profit and loss, balance sheet, and depreciation schedule and shareholders current accounts.
Income tax returns. ✔
We’ll make sure your returns are done accurately and on time.
Phone and email support. ✔
You are busy. We’ll make sure you are busy making money, not wasting your time
Start-up assistance. ✔
Starting a trade related business? We can help you plan this start up process.
Systems and processes. ✔
We’ll help you plan and implement appropriate business systems that work, and make your life easier for you.
Payroll Service. ✔
Instead of you working late at night to process your payroll and PAYE related matters, we can take this task off your hands and prepare the payroll for you
Invites to seminars. ✔
As an Insight CA client you’ll be able to take advantage of our specialist know-how.

Insight CA will let you know who owes you money, what’s happening in your business, and we’ll manage your accounts payable and payroll (if you choose). You need a trusted business advisor whom you can call any time to talk through the things that matter most to you in your trade related business.

Contact us today and let Insight CA take the pressure off you year round. 09 309 3222

Trade related businesses are our focus and we offer a full range of accounting, tax and financial services with an emphasis on real time data and profitability. We understand you are often time poor,the challenges you face every day, what keeps you awake at night, and what motivates you to get out there and work hard every day in your trade.We also want to assist with planning your growth and in time your succession or exit plan.

Have you started your exit planning as yet, as you should have started that the day your commenced business, in terms of how you expect to get out ot the current business.

Insight CA Limited offers you practical, down to earth accounting, tax, business and marketing advice – without the gobbledygook.

We service people working in trades such as:

  • Builders
  • Motor Mechanics
  • Painting
  • Auto Electricians
  • Brick layers
  • Panel beaters
  • Electricians
  • Appliance repairs

but we are not limited to these trades.

As business advisors we also work with firms in manufacturing, engineering and professional services environments

As a trades-person you want things done fast Time is Money to those on the tools

Insight CA’s advice is down to earth, easy to understand, and it certainly works for our clients. You’ll find that our approach is personal, straight forward, and targeted at your bottom line