Frequently Asked Questions

We help small and growing businesses implement and optimise job management and accounting software. That includes setup, process design, reporting, training, and support. If your current systems are clunky, inconsistent or just not keeping up, we’ll sort that.

Yes. We don’t vanish once the software is live. Most clients stay on with us for coaching, troubleshooting and quarterly check-ins. We're here to make sure the system works long after the confetti has settled.

Mostly trades, manufacturers, professional services, and creative agencies – anyone who runs projects, tracks time or stock, and wants their systems to support smarter decisions.

Absolutely. We tailor all training to your business goals and the way your team works. It includes real-time coaching, video guides, and regular reviews to keep things evolving alongside your business.

Yes. Whether you're on spreadsheets, legacy software, or something more modern that just isn’t working, we can scope, clean, and move your data safely.

It’s a focused, outcomes-based engagement where we review your current tools, clarify your needs, and recommend the best-fit software for your business. It ends with a clear roadmap – no fluff, no guesswork.

Yes. We sell premium DOCX templates for Xero and WorkGuru with more softwares coming. We also offer coaching to help you build or improve reports in systems like Projectworks and Unleashed.

We’re Christchurch-based but happy to travel if the project needs it. Otherwise, we deliver most services virtually – because it's faster, more flexible, and timezone-friendly.

It depends on what you need - some of our services are fixed-price (like Discovery Sprints or template packs), while others are tailored to your business and charged hourly. We’ve designed a range of options to suit different scopes, budgets, and levels of support.

You can view our current services and pricing right here. If you're not sure what fits, feel free to book a quick intro call - we’ll help you find the best starting point.

We partner with accountants and advisors to support your clients through software selection, implementation, and clean-up. Whether you're referring a client who needs help with Xero, job management, or inventory systems - or looking for a trusted expert to step in during a tech transition - we work alongside you to make sure the advice sticks and the setup runs smoothly.

You stay in the loop, your client gets the support they need, and we make you look good in the process. You can explore more on our dedicated advisors page, or get in touch to talk through how we can work together.

We can:

• Vet software options for your clients

• Join your client meetings as a tech expert

• Build and deliver implementation plans

• Train teams on how to actually use the software

• Help you build app advisory services into your practice

• Consult, troubleshoot, problem solve, coach.

You bring the client knowledge, we’ll handle the tech and delivery.

Yes. We've built tailored stacks for trades, manufacturing, creative agencies and more. If you have a niche client and you're not sure what tools to recommend, we can help you design the right combo.

That’s what we’re here for. You don’t need to know all the tools or features – we’ll support you in the background, or jump into client meetings with you. Over time, we can also help build your confidence and toolkit so this becomes a valuable part of your advisory offering.

We scope and value-price most projects upfront so your client (and you) know exactly what’s included. Hourly consulting is available for more open-ended work or specific advisory tasks, like reviewing integrations or resolving process issues.

We can also work directly with your firm to review or redesign your own internal software stack. Whether you're exploring new reporting tools, practice management systems or job tracking, we’ll help you find the right fit.

Absolutely. We’re not here to replace your advisory role – we enhance it. You’ll stay across what’s being implemented and why, so you can keep offering high-value advice once the systems are in place. If you'd like, we can also do a quarterly check-in together with the client to keep things aligned.

There’s a few ways to do this.

Fill out a referral form here, give us a ring, book a Discovery call on their behalf, or send them to us directly via email (we’ll always loop you in).

We’ll scope the work, deliver it, and hand them back better off than we found them.

Yes, absolutely. We work with accounting and advisory firms to improve how tools like Xero Practice Manager (XPM) are set up, maintained, and used day-to-day. Whether you're cleaning up jobs and templates, training your team, or just trying to get better reporting, we offer structured support to get your system working smoothly.

If you’re not sure where to start, our XPM Reset or System Health Check might be a good fit. You can explore those options on our pricing page or get in touch for tailored advice.