Tel: 0278 727000
Email: mary@businessmax.co.nz
FinancialWorkflowPayroll

Financial

I offer a full Xero setup service including migrating from other systems and training your staff

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Workflow

I work with you onsite to analyse your requirements, setup the system and train your staff

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Payroll

I provide full setup and training on payroll, rosters and job management. I can also switch you from your current payroll system

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Workflow

Why?

The most important decision that you, as a business owner, will ever make is how to price jobs and services.  A good workflow system tracks the true costs to deliver a service or job, so you can charge the right price to achieve your target gross profit margin.

How I work with you

I can look at your the way your business operates, discuss with you which system would be best used in your business and then customise it to fit your requirements, including helping to determine staff costs rates and designing quotes and invoices. I like to do most of the setup onsite, and provide full training for your staff with hard copy notes.

If you already have a system but it’s not delivering quite what it should, or you would like to take it further, I can discuss what you need, review your setup and provide some ideas for making it “sing” for your business.

Systems I partner with   

(click on the name to find out more)

Xero Projects: keeps everything in one system.  It is great for small businesses with one to five staff who need a simple method of recording time and costs to a project and then invoice the client.

WorkflowMaxdelivers end to end work management from lead to invoicing at a value for money monthly fee.  It is a huge piece of software with lots of ability to customise so it can be used by lots of different business types.  I recommend keeping it simple to start with, and then using more features as you and your staff become comfortable and confident.

Accelo: offers sophisticated client tracking and project management, with retainers and a ticketing system – ideal for businesses offering support after a project has been completed.  Modules can be setup individually, so we can identify your business priorities and do a progressive setup if you prefer.

Contact me for a free no obligation meeting to discuss how I can help you

maxing your business

The aim of businessmax is to help you to get the maximum profit from your business through improving operational efficiency and revenue gathering by the use of relevant, customised software systems. I’m […]

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Financial

Why? You can get an accurate snapshot of how your business is realistically doing at any date you choose. You’ll be able to see not only overall budgetary information but […]

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Workflow

Why? The most important decision that you, as a business owner, will ever make is how to price jobs and services.  A good workflow system tracks the true costs to deliver […]

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Payroll

Why? Using a spreadsheet?   From experience, this can cause huge problems…a simple error means either your staff are getting the wrong pay, or you’re sending incorrect information to the IRD. […]

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About

About Mary Mary is the founder and owner of businessmax and has a passion for small businesses. She has worked in businesses of all shapes and sizes for over 30 years […]

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