027 216 6000 or 021 726 589 [email protected]

For Bookkeeping, Xero and all things money

You didn’t go into business to do the books, but we did

Meet us

What we do

No two businesses are the same, and at Scope Financial we work hard to give you support just where you need it.  If you don’t have time, don’t know how, or simply don’t want to do it, the team at Scope Financial can provide a supportive partner for your business.

Bookkeeping and Financial Management

We offer a full range of bookkeeping services and can take on all or some of the duties depending on your needs.  We can be “virtual” or sitting right next to you – it’s up to you.  Our cloud based focus lets us work anywhere, anytime.

More info
  • Debt Collection
  • Bank Reconciliation, Accounts Payable and Receivable
  • Xero setup, integration, training and ongoing support
  • Payroll processing
  • GST and FBT Returns
  • Monthly reporting
  • End of year accounts prepared for your accountant

Tweaks, training, fix-ups, one-offs

If you want to improve how you’re managing your finances, your time, your office or yourself.

More info
  • Xero and Xero Add-on Training – There is some great software that’s evolving fast. You can’t expect to keep up with what’s going on, but that’s our job
  • Going away or missing a staff member? – Let our team fill in the gaps – specialising in payroll and Xero support
  • I think it’s broken! – We are experts in fixing up those little (and big) mistakes

Improving and Growing your Business

Systems and Processes – it’s what we love. From small to large jobs we have the expertise to help you run your business better.

More info
  • We are certified advisers in a number of Xero Add-ons including WorkflowMax, Vend, ReceiptBank, Fergus, Tradify and iPayroll. Systems that can save you time and money, and help you understand your business better
  • Business analysis – if you want to know more about your business, we can undertake an in-depth analysis – from marketing, staff, external and internal pressures and of course the finances.
  • Utilise our growing network – we don’t pretend to know everything. But we have partners and friends with a wide range of skills and can help you find a good fit for what you need
More info
  • Debt Collection
  • Bank Reconciliation, Accounts Payable and Receivable
  • Xero setup, integration, training and ongoing support
  • Payroll processing
  • GST and FBT Returns
  • Monthly reporting
  • End of year accounts prepared for your accountant
More info
  • Xero and Xero Add-on Training – There is some great software that’s evolving fast. You can’t expect to keep up with what’s going on, but that’s our job
  • Going away or missing a staff member? – Let our team fill in the gaps – specialising in payroll and Xero support
  • I think it’s broken! – We are experts in fixing up those little (and big) mistakes
More info
  • We are certified advisers in a number of Xero Add-ons including WorkflowMax, Vend, ReceiptBank, Fergus, Tradify and iPayroll. Systems that can save you time and money, and help you understand your business better
  • Business analysis – if you want to know more about your business, we can undertake an in-depth analysis – from marketing, staff, external and internal pressures and of course the finances.
  • Utilise our growing network – we don’t pretend to know everything. But we have partners and friends with a wide range of skills and can help you find a good fit for what you need

“We’re not just about the books – we want to help you grow, succeed and enjoy the ride”

Team

Mary Long

For over 20 years Mary has enjoyed the challenges of various industries from government and services to trades, retail and sports.

Her roles have included IT project management for MAF, financial management for a variety of SME’s, software setup and integration, and teaching in IT, Piano and Yoga.

With a lot of experience in the trades – including a family building business, Mary is able to identify with the frustrations and potential of small business owners. She prides herself on building strong relationships with her clients and helping them to succeed. Her goal is to help save you time and money, making your life easier so you can concentrate on what you’re good at.

Pip Wilkinson

While studying at the University of Canterbury (B.Com Operations Management), Pip tried her hand at a range of different jobs; shearing gangs, hospitality, research labs and childcare. After University she spent years travelling and expanding on an odd list of work experience. Eventually she had to return to NZ and start making use of her degree.

As a business analyst she quickly realised that she had a knack for numbers, patterns and systems. Pip is particularly interested in how information flows through your business. Having the different areas of the business well connected can enhance success, and also release time and resources to focus on what is really important. Business process and systems are her strength.

She has 15 years of industry experience, working on Finance Systems, Project Management and Administration, Billing Systems, Asset Management and Data Reconciliations.

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Meet us

We’d love to meet for a coffee to find out more about you and your business.  We are happy to come to you - no obligation and no cost.