Financial Reporting

Financial Reports That Make Sense

balance my books

Numbers Are Only Powerful If You Understand Them

A 12-page report packed with jargon isn’t helpful. Our approach to financial reporting is clean, digestible, and tailored to what you actually want to know. You get clarity, not complexity.

Your Reports, Your Way

  • Profit & Loss statements (the kind you’ll actually read)

  • Balance sheets that show your business health

  • Cash flow reports so you’re never guessing

  • Custom reporting dashboards for ongoing insight

Let’s Talk Strategy

Data isn’t useful unless it drives decisions. That’s why every report is linked to real outcomes and strategic insights

Ready for Financial Confidence?

We’ll help you keep the financials tight and tidy—whether you’re prepping for a loan, eyeing expansion, or just sick of flying blind.

Let’s get reporting that works for you, not just the tax man.

Take control of your financial future

start today

Success Stories That Show the System Works

From food trucks to franchises, we’ve helped NZ businesses clean up their accounts and level up their cash flow. See how our clients made the shift in our Bookkeeping Success Stories.

FAQ's

Can you handle payroll for businesses of all sizes?

Yes, we cater to businesses of all sizes, from small startups to larger enterprises, offering scalable solutions to meet your specific needs.

What software do you use for bookkeeping and payroll?

We use industry-leading software like MYOB and Xero for bookkeeping payroll, ensuring accuracy and efficiency. We are Xero Certified Advisors. We also use a range of client software specific to their industries.

How do you ensure data security and confidentiality?

We implement robust security measures, including encryption and secure access protocols, to protect your financial data and ensure confidentiality.

Can you help with tax preparation and filing?

Yes, our services include tax preparation and filing, ensuring compliance with all relevant tax laws and regulations. Our lead bookkeeper was previously an accountant!

Can you work with my existing accountant?

Absolutely. Collaborating with your accountant is part of the plan for holistic financial management.

I’m behind on bookkeeping. Can you help?

Yes! Our onboarding package is specifically designed to clean up messy accounting systems and bring order to chaos.

Testimonials

quote mark
  • Elina and her team are amazing! They took the load off and enabled us to focus on what we are good at; running the business. They are doing everything from book keeping, answering the phone when we can’t, invoicing to social media posting for us. It makes our “to do list” way more manageable. Thank you of everything you are doing for us!!

    Ida Larsson, White Lynx Photography

  • Elina and her team have been wonderful over the past few years assisting my company with various administrative services. I could not have done it without them. I highly recommend Project Seven as an exceptionally professional company with the ability to adapt to your individual company’s needs.

    Mark Hurdley

  • The team at Project Seven recently provided their support and expertise on the production of a corporate publication. The attention to detail, creativity and professionalism are just some of the components that really made me go “WOW!” What I enjoyed the most was how they were able to take this work off my plate, and just get it done and get it done well.

    Pamela Slater

  • I have been working with Project Seven for a few months now, and I am so happy with the work they are doing. They have taken over my sales calls, VIP group and social media, which has given back so much more of my time. I can’t recommend Project Seven enough! If you have been thinking about outsourcing some work, you won’t be disappointed!

    Jade Crowe

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