Budgets

Keep an eye on the monthly results with the creation of annual budgets before the years starts.  Full financial modeling of your business from base assumptions of units, cost and sales prices, to sales, margin, direct costs and overheads.  Flows through to a cashflow forecast/balance sheet to give a view of the possible expectations for the coming year.

One Page Business Plan

No time to plan?  A One Page Business Plan focuses on the essential facts creating a big picture view highlighting the path forward.  Collaborative, shared tools, with finance critique.  Useful for thinking through new business ideas before creating a more detailed business case.

Business Planning

Marketing, Sales, Operations and Finance Plans fully describing the business opportunity.  Collaborative, shared, with critique.  Finance Plan from business assumptions to profit & loss and cashflow forecast, and balance sheet projections.

Short-term cashflow forecasts

Review short-term cash commitments with a forecast of expected cash inflow and outflow.  Estimate the likely future bank balance from immediate commitments and expectations of receipts from accounts receivable.

Accounting

Accounting oversight & review

You look after the bookkeeping in Xero while knowing that your accounts are correct with routine checks by Crossbeam accountants.  Our accountants login to client's Xero accounting system to check and advise on the accuracy of transactions.  As a consequence, clients become better bookkeepers.  This service includes the correct tax compliant depreciation rates applied to new fixed asset purchases.

Bookkeeping Assistance

Free up your time by outsourcing the tasks of entering payable invoices and reconciling your bank accounts in Xero.  You focus on the customer and charging for your products and services and Crossbeam will look after your accounts.  Simply authorise for payment an accounts payable invoice, scan and email to Crossbeam to be entered into Xero. Each day our Crossbeam accountants will reconcile all bank accounts providing you with a real-time view of your cash position.

GST Returns

Outsource the Goods & Services Tax filing tasks allowing you to focus on more important things.  Our Crossbeam accountants informs clients of the return/payment required, and files the GST return with the Inland Revenue.

FBT Returns

Outsource the task of filing your Fringe Benefit Tax return with the Inland Revenue.  Our Crossbeam accountant informs clients of the payment required, and files the FBT return with the Inland Revenue.

Management Reporting and Meetings

Management Reports

Keep your eyes on the ball with monthly management reporting created in partnership with Crossbeam accountants.  Adjust before an issue becomes a problem.  Strive for the goals.  Analysis of sales, margin, direct costs and overheads.  Plus a clear description of movements in the balance sheet to give a complete picture to management, investors and bankers.

Management Meetings

Finance input with Management Meetings.  Specific comments about the financial performance and position of the business (in person, telephone or online).  Important for professional governance of the business.

Year-end tax compliance and annual reports

Financial Statements

Tax compliance and annual report, including tax plan for coming year to minimise future payments.  Can include individual tax returns plus Companies Office annual returns.

Online Software Systems

Processes and systems assessment

Analysis of client status before making the decision to alter internal process for upgrades to online software systems (online assessment is an cost effective option for small business).

Implementation, configuration and integration

Online inventory management, online job management, online payroll systems integrated with Xero.  Implementation and configuration of turn-key software solution.

Training

Take command of integrated online software solutions.  Training with Xero, Unleashed and WorkflowMax.

Business support of online software systems

Telephone and email business support for Xero, Unleashed Software and WorkflowMax and SmartPayroll.