Including, but not limited to
- Business Growth Assistance
- Business Coaching
- Bookkeeping Services
- Software Set-up (Xero, Hubdoc, Fergus, Receiptbank, ext.)
- Cashflow Improvement
- Follow up on Quotes and Debt
- Xero Training
- H&S and Marketing Assistance
- Newsletter Assistance
- Business Reporting and Monitoring
At Klox Limited we tailor-made our packages for each client, because you are different.
When we meet with you the first time, we will send you some pre-work to help us understand your business and situation. This help us to start the meeting productively, not in a discovery phase.
Our first meeting with you is a free, non-obligation meeting to enable you to tell us your needs and for you to get to know us, before entrusting sensitive information to us. After this meeting we will give you a quote and our Terms of Trade.
CASE STUDY #1
At the start of my tenure with this company, it had one conference room and 12 rooms for accommodation at the lodge. Its clientele was limited and the cashflow was poor. Within 6 months, I introduced Open Days to Conference Organisers - this increased clientele numbers tenfold. I also designed paper templates for each department, including accommodation, catering, team-building and conference setup. At the end of my tenure with the lodge, it has three conference facilities, 40 rooms for accommodation and was fully booked for 90% of the time, all year-round. Since then, the business has gone from strength to strength.
Benefits to the business:
Fewer mistakes/more accuracy;
Increase in turnover;
Management was able to delegate with greater ease.
CASE STUDY #2
At the start of my tenure with this company, I provided only bookkeeping services. I soon realised that the company needed more and I started putting systems in place. The company had been struggling to keep its records up-to-date, having enough appointments to generate steady income and finding records in the office. I designed templates for client records, implemented a process to generate appointments two months in advance and organised the company's filing systems. By the time I left the company, turnover had increased 300%, appointments were secured two months ahead and the company enjoyed a steady cash-flow. The immediate benefit to the owner was that he could take frequent vacations and visit his grandchildren because appointments could be scheduled to facilitate special times. The owner also had the peace-of-mind of a steady income. The systems that I implemented are now used by part-time staff while the business continues to provide a steady income, continuing to make frequent holidays possible for the business owner.
CASE STUDY #3
This company needed its accounts to be tidied up in a hurry! Cashflow was low and suppliers were not being paid on time. When I started my tenure, the company had a SiteWise grading of 43%. My first task was to tidy up the accounting software which alerted the company to which suppliers needed to paid and by when. Next, we started following up all debt on a monthly basis - this resulted in a positive cash-flow of around $100K per month and no need for an overdraft. Collaborating with the Health and Safety officer, I addressed the company's Health and Safety policies and procedures. After implementing various changes, the company reapplied and was granted a grade increased to 82%, plus a two-year discount of 15% off the company's ACC levies. Given a SiteWise grading above 80% immediately meant a bigger success rate with the company's tenders - tenders in excess of $100K is now the norm. In addition, I trained the manager in financial awareness so that she is now comfortable following up on debt and dealing with suppliers. Her days are now less stressful and she manages to work school hours only which enables her to spend more time with her children.
Bookkeeping Community Contributor of the Year 2017
- awarded by NZ Bookkeepers Association Incorporate
Think of all the things that you would have had to ask
your administrator to do and pay attention to.
Klox Limited can help you with that.