Traditionally, accounting firms work with figures by working backwards after the end of the financial year. Because of the structure within Business Roundup you have access to a team that brings a different set of skills that compliments the rest and ensures support throughout the whole year for you and your business.
Founder / Software installer / Mobile trainer & bookkeeper
I predominately work with software conversions and bookkeeping troubleshooting but support my staff and our business owners when needed or managing their bookkeeping requirements on a regular basis.
I've worked with all the leading software packages over the 17 years of running Business Roundup but my preference is working with Xero. Being Xero Certified in both Xero Accounting and Xero Payroll I am equipped to support those new to business or converting to another accounting package or just there when trouble hits and support is needed to fix something.
I love working with people to problem solve and streamline their systems etc. It's in my DNA and I love it! My husband Ian and I moved from Nelson to be closer to our children who both live in Canterbury and we're now living & working from Rolleston.
I’m supporting our Nelson clients remotely but now have the opportunity to work within the Selwyn district. I can support business owners on a one to one basis either by coming to them or working with them remotely.
Certified Xero and Xero Payroll Advisor
Certified Membership - Institute of Certified NZ Bookkeepers (ICNZB)
I'm the resident bookkeeper for Business Roundup and manage 90% of our bookkeeping clients.
Having come from an 'owner/operator' business which my husband Nick and I own, I bring the hands on experience of running a small business. I love working with Xero and our business owners. It's a very close relationship that we have and I really enjoy the personal interaction that comes with my role.
I am an Accountant who has some 18 odd years experience in end of year financial accounting and tax returns with a very well rounded understanding of NZ tax laws and GST. I also have had a lot of experience with ACC & Payroll.
Like Sue Thomas I'm also Xero Certified in both Xero Accounting and Xero Payroll. However, I leave the nitty gritty to Sue Thomas to do but I definitely utilise Xero Practice Manager to collate end of year financial statements and tax returns to IRD. This is a huge saving for our business owners as everything is done within the accounting software they're using making it very cost effective for them. The added advantage is their reporting is in 'real-time'. Working closely and being in support of our clients is something I thoroughly enjoy!
I'm married to Brent and now work from my home office. I love the flexibility I have in my role which is so important today. Working in with our clients and my family especially my grand-children is very important to me!
Certified Xero and Xero Payroll Advisor
“Running a small business and keeping up with compliance is a big job. Thanks to the Business Roundup team I can focus on the parts that I am best at and I have complete confidence my paperwork is under control. I work in with the team so my day to day bookkeeping is up to date and for added convenience they process the tax returns for myself and the business at the end of the year. They eliminate the surprises and manage the deadlines so I can concentrate on making the money! I highly recommend them."
Scott Williamson – Resworks Ltd www.resworks.co.nz/
"I’ve worked with Sue Thomas from Business Round-up for a few years and even though I have shifted to Christchurch I am still happy that she is looking after my books. Through technology it is not a problem anymore, if you are in different locations.
I don't have to worry. The GST gets filed on time or any other deadlines, which gives me the opportunity to concentrate on my business and do things I am great at. I strongly recommend Sue and her team, because they made my life easier, which I appreciate and I am grateful for."
- Claudia Kaltenstadler, Harakeke Consultants Ltd. www.harakekeconsultants.co.nz
"My name is Takeshi, I own my restaurant “La Capilla” in Richmond.
I am very happy working with “Business Roundup”. Their service is excellent and very helpful for small business like mine. This is first time to have my own business in New Zealand, but they are always giving me good advice to run smoothly.
I recommend “Business Roundup” strongly to everyone who needs efficient service."
Takeshi NAGAHAMA, La Capilla restaurant & café, Richmond, Nelson http://lacapilla.co.nz/
I changed to Xero a year ago now and it has been the biggest help with regards to saving time, giving excellent reporting on expenses and income etc and has been a huge help with our Accountant being able to go onto our Xero programe and forecast income for tax purposes etc.
The backup and support I have received from Sue Thomas at Business Roundup over the transition period has been excellent - I have often called after normal business hours and even on a weekend and have never been let down. I also couldn't fault the initial training sessions.
Linda Appleton for Appletons Tree Nursery Ltd http://www.appletons.co.nz
Back in January 2019 I sold a substantial part of my business to a group of my staff and all of a sudden I found that instead of having an accountants manager to handle all the paperwork I was left to do the accounts myself!
As an ageing white male I had to try and relearn all the accounting procedures I had forgotten over the years. I was also left with an accounting package that was no longer going to be supported in the future and I needed to find a package that was
- Easy to understand
- Easy to work with
- Supported by competent people who were easy to access and when I asked for their help did not get a huge bill like the corporate accounting firm we were with.
I was aware of advertising for Xero and asked around about its ease of operation. I then went to the trusty internet and found Business Roundup who appeared to be the type of company I was looking for to change us over to the accounting package Xero offered and more importantly to assist me with my limited accounting knowledge!
Sue Thomas’s salutation on her business card says it all – Bookkeeper, software installer, trainer and trouble-shooter. This is what I was looking for and she has proved to live up to all these standards, helping us from installations, setting up our chart of accounts and being just a phone call away when I start scratching my head and wondering what I do with this particular invoice or accounting problem.
We have now changed both our business’s, our Family Trust account to Business Roundup and will soon put are payroll package with them.
I no longer shudder and have heart palpitations when I ring as I know I can afford the bill and get the advice I need in a timely manner! Just what all small business’s need.
Heaphy Vineyards Ltd and Vinpro Nelson Ltd
We have been working with Business Roundup for the last 6 years and I highly recommend them. They are experts in their field, efficient and great people to work with. We were a small business of 2 two owner operators and now have 14 staff. Business Roundup were absolutely an integral part of our growth. They focused on the accounts and we focused on growing the business. At various times over the last 6 years we have outsourced either all or some of our accounts to BR. Sue Thomas’s aim was to make my life easier, I liked that! BR didn’t just do as we asked, they helped set up processes and gave advice on procedures. The saying “you don’t know what you don’t know” was very fitting for us in the early days. As we grew and took on our own admin/accounts staff, BR did a full handover and trained our new members staff on how we worked and were always there when we needed guidance. BR are so flexible and it’s great to know that as well as the regular work they do for us, we can call on them whenever the pressure of larger workloads require more manpower than we have at the time, when we have a changeover of staff or when staff are on holiday. For the last 2 ½ years Sue Colvin of BR has also been our accountant. It just made sense for that to happen. The transition was easy and support at a management level has been great. I’m pleased to say that our accounting fees are now half of what they were previously.
Helen Barnett, Director
Complete Kitchens, Richmond
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