What we offer
BookWorx Limited offers tailored bookkeeping and admin support for small businesses and not-for-profits across New Zealand. Led by Xero Platinum Partner Michelle Kelly, we provide stress-free, accurate, and easy-to-understand financial support designed to help you stay organised and compliant.
Grant Funding Support
We help not-for-profits and community organisations manage their finances and stay on top of grant funding requirements with accurate records and reliable reporting support.
Our goal is to make the funding process easier and more effective—so you can focus on making a difference in your community.
Funding applications
We assist with preparing the financial components of grant applications
Accountability reporting
We ensure you meet funder reporting obligations by tracking how funds are spent, preparing detailed financial reports, and maintaining clear records that demonstrate transparency.
Budget and projection prep
We help you build realistic budgets and financial forecasts to support both applications whether it’s for a single project or your entire organisation.
Annual funding plans
We work with you to map out a year-long funding strategy, aligning grant opportunities with your goals and ensuring you’re prepared well in advance for key deadlines.
Tailored Bookkeeping -
A full accounts service
Stay on top of your finances with a tailored bookkeeping service.
We manage your full accounts receivable and payable process—from invoicing and debt collection to supplier payments and reconciliations. We can also monitor your accounts inbox and handle client or supplier communication, making sure nothing slips through the cracks.
Bank reconciliationsWe match your bank transactions with your accounting records to ensure everything is accurate, up to date, and error-free.
Accounts payable & receivableWe manage your customer invoicing and supplier payments from end to end, keeping your cash flow smooth and your records organised.
Monthly reportingWe provide easy-to-understand financial reports that give you clarity on how your business or organisation is tracking.
Payroll and GST
We offer reliable and fully compliant payroll and GST services to help you meet your IRD obligations with ease. Whether you need ongoing payroll processing or support with GST returns, we take the guesswork out of compliance—so you can focus on your business without the stress.
Payroll setup, processing & payday filing
We set up and manage your payroll system, process pay runs, and take care of payday filing (PAYE), including support for businesses not using a payroll intermediary. We can also manage employee expense reimbursements and ensure your records are audit-ready.
Leave tracking & payslips
We monitor annual leave, sick leave, and public holiday entitlements, ensuring accurate calculations and up-to-date records. Employees receive compliant digital payslips for every pay cycle.
GST returns and IRD filing
We prepare, review, and file your GST returns on time—keeping you compliant and helping you avoid penalties. You’ll receive clear guidance on due dates and how much to pay.
Xero Training & Support
Whether you're new to Xero or looking to tidy up and optimise your current setup, we provide practical, hands-on support to help you get the most out of the platform. Our Xero services are tailored to your skill level and business needs—so you can feel confident managing your finances or leave it to us with peace of mind.
One-on-one training
Personalised sessions that walk you through the features and tools most relevant to your business—ideal for beginners or those wanting to build confidence in using Xero day-to-day.
System clean-ups
We review and tidy up your existing Xero file—correcting coding errors, reconciling overdue items, and ensuring your chart of accounts and reporting are set up correctly.
Troubleshooting & setup
We offer expert help with new Xero setups, transitions from other software, or resolving issues like duplicate transactions, unreconciled items, or feed errors.
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