Our Services

Helping you take control of your business numbers — without the stress

Running a business is demanding enough without worrying about bookkeeping and financial admin.
Most business owners didn’t start their business to do the books — but your numbers tell the real story
of how your business is performing.

At SmartDesk, Liz leads a small team that brings calm, clarity, and continuity to your business finances.
They’re not just there to keep your books up to date — they help you stay organised, understand your
numbers, and make confident business decisions.

“When clients tell me they finally feel in control again — that’s when I know we’ve made a difference.” — Liz

SmartDesk works exclusively in Xero, and Liz is a Level 2: Xero Certified Professional, ensuring clients
receive expert, up-to-date guidance.

Xero Setup & Conversion

Liz and the SmartDesk team have helped countless businesses set up Xero the right way, so everything runs smoothly from day one.
They can:
  • Set up your chart of accounts, bank feeds, and payroll
  • Migrate your existing data safely from current systems or spreadsheets
  • Create custom templates and reports that make sense for your business
  • Provide training so you feel confident using Xero
Whether you're brand new to Xero or want to clean up a messy file, Liz and her team makes it easy to get organised and start with a system that works for your business.

Bookkeeping & Ongoing Support

Once your systems are in place, Liz and the SmartDesk team can handle as much or as little of your bookkeeping as you need — freeing you up to focus on running your business.
  • Bank reconciliations
  • Accounts payable
  • GST returns and compliance
  • Payroll & PAYE compliance
  • Regular account reviews
You’ll always know where your business stands — no more guessing, no more panic at tax time.

“I treat every client’s business as if it were my own. Accuracy matters — but so does understanding.” — Liz

Xero Training

Sometimes you don’t need a bookkeeper — you just need someone to show you how to do things right. Liz has trained hundreds of business owners, bookkeepers, and even students at Unitec in how to get the best out of Xero.
Liz offers one-on-one Xero training sessions for business owners that can cover:
  • Everyday use and time-saving shortcuts
  • Correcting common mistakes
  • Bank reconciliations made easy
  • Setting up automation for invoicing, payroll, and reporting
  • Customised tips for your type of business
If you’ve hit a wall or something just doesn’t look right, Liz can jump in, tidy it up, and explain what happened — so it makes sense next time.

Xero Clean

Worried your Xero file might be a bit of a mess — or years of incomplete accounts? You’re not alone.

At SmartDesk, Liz and her team run a detailed Xero health check to review your accounts, spot inconsistencies, and recommend what needs attention. They will resolve the issues or guide you through getting everything back on track — so you have a clean, reliable set of accounts.
  • Identify duplicate transactions, coding errors, or GST issues
  • Reconcile your accounts properly
  • Review data entry processes to prevent future mistakes
  • Provide clear recommendations and next steps
It’s like a WOF for your business finances — so you can move forward with confidence.

Reporting and Planning
Support

At SmartDesk, Liz and her team prepare regular management reports
  • Monthly or quarterly reports tailored to your business
  • Aged Payables – List of suppliers to pay
  • Aged Receivables – List of customers to pay you
  • Profit & Loss – Revenue and expenses
  • Balance Sheet – Assets & liabilities and equity
  • Budget planning and progress reviews
These reports help you understand where your business is heading — not just where it’s been.

"Seeing the right numbers in the right way changes how people run their business. It gives them control, direction, and confidence." — Liz

Ongoing Partnership

When you work with SmartDesk, you’re not just outsourcing your books — you’re gaining a partner who genuinely cares about your success.

Liz and her team get involved, keep in touch, and help you make better business decisions every step of the way.

Whether you want someone to take everything off your plate or just a little guidance when things get chaotic, the team will find the balance that works for you.

Let’s make this easier

If you need bookkeeping support, Xero expertise, or reliable short-term cover, let’s talk.