Upshot NZ Limited

You already know we can handle numbers. But how well do you know the people behind Upshot?

Our team brings a pretty varied mix of experience, personalities and questionable busy-season playlists to the office.

And that’s part of what makes Upshot different. You’re not dealing with a faceless accounting firm — you’re working with real people who understand what running a business can actually be like.

Meet more of the team at www.upshotnz.co.nz or give us a call on 07 576 5994.

You don’t need to memorise every figure in your accounts.

But there are a few numbers every business owner should have a good handle on.
Your bank balance tells you one part of the story. Looking at cash, outstanding debtors and profitability together gives you a much clearer picture of how the business is really performing.

Could you confidently answer all three today?

If you’d like help making sense of your numbers, visit www.upshotnz.co.nz or call 07 576 5994.

No judgement. Every business owner has one.

Maybe it’s:
- Sorting Xero
- Chasing overdue invoices
- Reviewing your pricing
- Updating Health & Safety
- Looking at cashflow
- Finally talking to your accountant about that thing you’ve been avoiding

Sometimes getting started is the hardest part.

If something financial has been sitting on your list for too long, visit www.upshotnz.co.nz or call us on 07 576 5994 and we’ll point you in the right direction.

Running a business already comes with enough jobs. Your financial admin doesn’t need to be another thing sitting on the Sunday-night list.

Upshot can support you with the day-to-day numbers as well as the bigger-picture planning, giving you more time to focus on the work that actually grows your business.

Which job on that list would you happily hand over first?

Ready to get something off your plate?

Visit www.upshotnz.co.nz or call 07 576 5994 and talk to the team.

How much do you actually need to earn before you make a profit?
Every business has a break-even point—the amount of income needed to cover all your costs before you start making money.
Knowing this figure helps you:
Set realistic sales targets
Price your products or services confidently
Make smarter hiring and investment decisions
Plan for quieter months
If you don't know your break-even point, you're making business decisions without one of the most valuable numbers available.
Want help understanding your business numbers? Talk to the Upshot team today.

Is your Provisional Tax sorted?
Your next Provisional Tax payment is due today. Planning ahead now can help avoid penalties, interest, and unnecessary stress.
If you're unsure how much you need to pay or want to discuss your options, the Upshot team is here to help.
Get in touch before those late fees add up so you can stay on track and focus on running your business.

Business owners wear enough hats already.

Bookkeeping.
Payroll.
GST.
Xero.
Business planning.
Financial reporting.

You don't have to do it all yourself.
Partner with Upshot and spend more time growing your business.

Ever wondered why profitable businesses can still struggle?
Profit is what you've earned.
Cashflow is what you actually have available.
Understanding the difference is one of the most valuable financial skills a business owner can learn.
Want help improving your cashflow? Contact Upshot today.

GST & AIM deadlines are approaching.
Getting your paperwork sorted early means less stress and more time to focus on your business.
Need help preparing your return? Give the Upshot team a call.

Health & Safety isn't just paperwork.
Effective Health & Safety systems protect your team, reduce risk, and help your business operate with confidence.
Upshot can help you develop practical systems that meet your obligations without overcomplicating things.
Find out how we can support your business today.