Trade bookkeeping and accounting, Auckland
Bookkeeping for trades that shows where the profit really is
✔ Xero bookkeeping integrated with your job management program.
✔ Materials captured to the right jobs, accurate WIP calculations.
✔ Clear view of job profitability and cash flow, not month to month swings.
✔ Debtor follow up and slow payer processes to keep cash moving.
✔ Monthly reports with insights and next steps, plus a quick call to talk it through.
✔ Less admin for you because source docs live in the job system.
Not your usual bookkeeping issues for tradies
Standard processing misses what matters in trade businesses.
Materials get buried in inboxes, deposits do not match timelines, and jobs span weeks or months, so one month looks great and the next looks awful.
We work across your job system and Xero to map purchases to jobs, track WIP, and show what you are really making on labor and materials.
You get monthly reports that tell the real story about what’s going on in your business and time to talk it through, so you understand what the accounts are telling you and what to do next.
"Amazing service from Office Outworkz."
“They are very knowledgeable and go the extra mile, not just doing what is asked but tidying things up as they go and offering good solutions where things can be streamlined.”
JFM Electrical
What’s included for trade businesses
Bookkeeping essentials
Weekly bank reconciliations.
Accounts payable and receivable.
Payroll and GST returns.
Monthly close and tidy-ups.
Job management support
Integration between your job programme and Xero.
Materials capture mapped to jobs.
Work in progress tracking and job costing.
Debtor follow-up and slow payer strategies.
Fergus and Tradify expertise
Monthly insights
Financial statements with commentary.
Job and margin analysis with trends.
Budget support and 12-week cash flow forecast.
Recommended actions each month.
Benefits you can count on
Make decisions with a clear view of job profitability
Forecast cash flow and plan purchases with fewer surprises.
Measure performance against a budget and track patterns.
Find what is really going on, like accounts that do not balance, GST missed or overpaid, and assets missing depreciation.
Spend less time on billing and chasing emails because the source documents are billed against the right job.
You might benefit if
Some months look strong and others do not, and you suspect WIP is the reason.
Materials are not always recovered, or you are unsure if margins are right.
You want Xero and your job program to talk to each other.
You want more than processing. You want analysis, guidance, and a chance to talk it through.
Get the bookkeeping help you need
First, book a call
Schedule a free consultation to talk about your business’s financial needs, challenges and goals.
Next, we’ll understand your finances
We’ll streamline your bookkeeping, account management, and financial processes, making it easier for you to stay on top of your numbers.
So you can amplify your success
With our support, you’ll understand your numbers, make informed decisions and grow your business instead of worrying about your finances at midnight.
"Office Outworkz have handled our accounts for nearly 2 years."
“They are very professional and now cover most of our account functions. We can get on with business and know they have our backs.Happy to recommend Office Outworkz."
Rostech Surfacing Finishings Ltd
Which job programmes do you work with? And other questions you may have.
Which job programmes do you work with?
We work with popular trade job management programs - Tradify and Fergus - and set up practical workflows so data flows cleanly into Xero.
Do you chase slow payers?
Yes. We can set up debtor processes and, if needed, make the calls to recover payment before you have to pay suppliers.
What if my books are a mess right now?
That is common. We start with a clean-up, then move you into weekly reconciliations and a monthly close so you stay current.