📢 June Newsletter: Bookkeeping Made Smarter (and Funnier!) 📢

Winter is settling in, but your finances don’t have to freeze up. And let’s be honest—running a business is hard enough without wrestling with your numbers. That’s where we come in! We make your accounting apps and service-based software work for you—not against you. This month, we’ve got two exciting updates to make bookkeeping feel less like a chore and more like a well-oiled machine.

🚀 Meet JAX – Your AI Business Companion from Xero

Xero has unleashed Just Ask Xero (JAX), an AI-powered assistant designed to make your life easier. JAX takes the guesswork out of accounting, acting like a digital sidekick that can handle everything from invoice summaries to answering Xero-related questions faster than you can say “GST deadline.”

What can JAX do?
✅ Summarise invoices by date (so you know who paid you last quarter)
✅ Populate invoices with inventory codes (because manual entry is so last season)
✅ Answer your Xero-related questions without the jargon

JAX is all about making bookkeeping smarter, not harder—which is exactly what we’re here for too! If you’re keen to give it a whirl, let me know—I’ll help you get started.

Find out more here - https://www.xero.com/nz/jax/

🔧 Fergus – The Tradie’s Best Mate (And Mine Too!)

Big news! I’m now a Fergus Partner, which means if you run a trades business, I can help you streamline your job management with Fergus.

Fergus is built for tradies, making it easy to:
🔹 Track jobs from start to finish
🔹 Manage invoices and supplier costs automatically
🔹 Keep your team organized without drowning in paperwork

It’s all about taking the stress out of your numbers, so you can focus on the real work. No jargon, no fuss—just practical systems that actually make sense. And since I’m officially in the Fergus club, I can help you get set up and running like a well-oiled machine.

Sign up here for a free 14 day trial - https://partner.fergus.com/swsikbf3ymy1

❄️ Winter Fun in the Lower North Island!

Winter in the Lower North Island isn’t just about cozying up with spreadsheets (though, let’s be honest, that’s fun too). Here are some great ways to enjoy the season:
🔥 Explore Craters of the Moon (Taupō) – A geothermal wonderland with steaming vents and bubbling craters, perfect for a winter stroll.
🏔️ Take in the views from Mount Victoria (Wellington) – A brisk walk to the lookout will reward you with stunning city and harbor views.
🐑 Visit Lilliput Farm Fun & Animal Park (Taupō) – A charming spot for animal lovers, perfect for a family-friendly winter outing.
🚂 Ride the Taumarunui Rail Cart Adventure – Travel through stunning landscapes on a self-driven rail cart.

💡 Need Help? Let’s Chat!

Whether your books need rescuing, your systems need a glow-up, or you just need a good bookkeeping joke (I’ve got plenty), I’m here to help. Let’s make bookkeeping work for you—not against you!

Stay warm, stay organized, and remember—your books should be balanced, even if your coffee intake isn’t.