Question 1

What is included in monthly financial reporting?

Accepted Answer

Reports can include revenue, gross margin, expenses, profit, cash, debtors, creditors and the key measures that help you understand what is happening in the business.

Question 2

Can financial reports show cash and profit separately?

Accepted Answer

Yes. Profit and cash answer different questions, so we can show both and explain why they may move in different directions.

Question 3

Can you compare actual results with a budget?

Accepted Answer

Yes. We can compare actual income and costs with a budget or forecast, explain the meaningful differences and agree what to watch next.

Question 4

Who are management reports designed for?

Accepted Answer

They are designed for the owners and managers making decisions. The format should match the level of detail and the conversations your business actually needs.

Question 5

Can you work with clients anywhere in New Zealand?

Accepted Answer

Yes. Tāmaki Advisory supports clients across Aotearoa New Zealand through online meetings, cloud accounting and clear digital workflows.

Question 6

What records do you need to get started?

Accepted Answer

Send the latest accounts, return, notice, checklist or accounting-file access you have. We will confirm the specific records needed and call out any gaps early.

Question 7

Can you help if my records are behind?

Accepted Answer

Yes. We start with the deadlines and the information that matters most, then agree a catch-up plan instead of asking you to make everything perfect first.

Question 8

Do I need to change accounting software?

Accepted Answer

Not necessarily. We can work with your current system where it is suitable, or explain what would make a change worthwhile before you commit to it.

Question 9

What happens after I make an enquiry?

Accepted Answer

We begin with a short conversation about the request, the timing and what you want sorted. We then explain the likely scope and next step before ongoing work is agreed.

Question 10

Can you communicate with Inland Revenue for me?

Accepted Answer

Where the appropriate authority is in place, we can help review notices, prepare information and communicate about the matter while keeping you informed.

Financial Reporting

A clearer way through.

How we can help

10 questions you might be wondering.

Bring the real question.