When you do a quote to a client, say it’s a $4k job and the quote says to pay say 50% on acceptance of the quote. You haven’t done an invoice, but have $2k turn up in the bank account you need to reconcile against. In this case you would do a “Prepayment” in the bank rec. Then when you invoice once job is done it will ask you to allocate the credit against the invoice. What if the client wants a receipt sent? Not sure if you can do this from the option above? You could do an

Bruce Earle’s clients might not recognise the beanie wearing, craft-beer drinking, fan of “the Boss” (singer/songwriter Bruce Springsteen) outside of work days at his accounting practice. But Bruce has always been one do things a bit differently. Bruce’s business Simple Accounting Services is headquartered in a funky urban corridor, where Wellington’s French cafes cluster. Clients enter the office up the stairs of a former wool store, through one of those cafes, which deliver

Our office will be closed for the Holidays from 12pm Thursday 21st December and reopening on Monday 15th January 2024.

Bruce Earle’s clients might not recognise the beanie wearing, craft-beer drinking, fan of “the Boss” (singer/songwriter Bruce...

Happy new financial year! The end of the March 2023 financial year is upon us, and it’s now time to send in your information. Continuing...

Spending money to save tax just doesn’t add up. Top two tax mistakes.

We can help you get on top of it, work with you to negotiate a payment plan with IRD, then help keep you on track in the future.

Our office will be closed for the Christmas Holidays from 12pm Wednesday 21st December and reopening on Monday 16th January 2023. Thank...

What is Hubdoc? Hubdoc is a data capture tool which extracts key data from documents, then stores the documents for later and can even...

With the advancement of information technologies, we are always seeing new tools come out for businesses to utilise. These new tools have...

Over the years we have built up a specialty in working with clients who have overdue taxes, some with 5 or 6 years of overdue tax returns.

We are now in a position of being able to offer a purely online accounting experience for our clients.

Due to the current COVID-19 restrictions our team are working from home. However, depending on how the current situation unfolds, we may...

The new year is in full swing and so are we! If you need to make a booking to drop-off documents or to meet with us, you can do so from...

Our office is closed for the Christmas Holidays from Wednesday 22nd December 2021 through to Monday 17th January 2022. Thank you for all...

Here is a quick screen recording that shows you how to reconcile the Covid Wage subsidy and the IRD RSP subsidy in your Xero file.

August and September 2021 Wage Subsidies There have been several comments in the media where people have said that “we would have...

Here are some pointers on applying for the Wage Subsidy made available from August 20th 2021. You can apply from within your MYIR...

Here are some pointers on applying for the Wage Subsidy made available from August 20th 2021. https://youtu.be/OJaWi80oyDM You can apply...

There are a number of criteria that you need to meet to qualify for the subsidy, but the main consideration is whether or not your...