Services to support your business
Practical, hands-on bookkeeping and process support designed to help you stay organised, get paid faster, and understand how your business is tracking.
What We Offer
Katisa provides flexible bookkeeping and process support for small businesses. Services are designed to work with the systems you already use and are tailored to suit how your business operates. Support is offered on a month-to-month basis, without long-term lock-ins.
If you’re not sure exactly what you need, we can talk it through and create a solution that fits.
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Starting a business comes with a lot of moving parts, and getting your bookkeeping set up properly from the beginning can save a huge amount of time and stress later on.
Lisa provides hands-on support to help new and developing businesses get their accounts, payroll, and systems set up correctly. This includes setting up Xero, Xero Payroll where required, and ensuring everything is configured to suit how your business actually operates.
Support can also include guidance around business structure, software choices, and basic process setup so you’re not guessing or fixing things later.
This service is ideal for:
New businesses, sole traders, or anyone who wants to start with clean, well-structured books. -
Ongoing bookkeeping support keeps your accounts accurate, up to date, and easy to understand throughout the year.
This service includes regular reconciliations, invoicing support, payroll processing if required, and making sure your records are kept tidy and compliant. Lisa works closely with you to ensure your bookkeeping reflects what’s actually happening in your business, not just what shows up at year end.
Because Katisa is intentionally small, support is personal and consistent. You deal directly with Lisa and have someone who understands your business and systems inside and out.
This service is ideal for:
Small businesses who want reliable bookkeeping support without hiring in-house staff. -
If your invoicing, payroll, or reporting feels messy or time-consuming, this service focuses on improving how your systems work together.
Lisa specialises in making better use of the systems you already have, including Xero, job management software, and payroll tools. This may involve improving invoicing workflows so invoices go out faster, helping you track payments more clearly, or simplifying how information flows between systems.
The goal is to reduce manual work, improve accuracy, and give you a clearer and more consistent view of your finances.
This service is ideal for:
Businesses that feel their systems are clunky, inefficient, or harder than they need to be. -
Correct setup of accounts and payroll is critical, and mistakes here can be costly.
Lisa provides setup and ongoing support for Xero and Xero Payroll, including training so you understand how to use the systems confidently. She also assists with implementing job management and inventory management systems where required, ensuring they integrate properly with your accounting software.
Support can be ongoing or project-based, depending on your needs.
This service is ideal for:
Businesses needing help with payroll, software setup, or system integration without engaging a full accounting firm. -
This service focuses on preparing your accounts so they are ready for your accountant at year end.
By keeping records clean, reconciled, and organised throughout the year, Lisa reduces the time your accountant needs to spend cleaning things up. This helps minimise accounting fees and makes the end-of-year process smoother and less stressful.
Lisa works alongside your accountant, not instead of them.
This service is ideal for:
Businesses who want fewer surprises at year end and lower accounting costs.