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Make confident decisions with reliable financial information
Humphries Associates brings decades of experience to your finances so you can stop worrying about accounting and start focusing on your goals. The team doesn’t just crunch numbers – they set up and streamline your accounting systems, handle tax planning and IRD compliance, and ensure your data is accurate and up‑to‑date. As their website explains, they “do all the tough stuff, like dealing with the IRD, taxation planning, and streamlining your accounting processes.” Whether you use Xero, MYOB or another platform, they’ll get it working properly and guarantee that the value they add is real.
What we do
Humphries Associates offers end‑to‑end accounting services. Their goal is to take away the burden of compliance while giving you the clarity and tools you need to make sound business decisions.
- Manage your accounting: They put processes and software in place to streamline your books and give you good systems so you can make informed choices about the future.
- Get set up with cloud accounting: Certified in both Xero and MYOB, they help you migrate to the cloud so you can say goodbye to expensive hardware and backup worries. Cloud accounting makes it easier to manage your records, and the team will configure everything so it works reliably for your business.
- Get your tax sorted: Don’t overpay or face an unexpected bill at year‑end. The team handles all your tax obligations and planning so you’re prepared, and many clients reduce their overall tax burden.
- Keep the IRD in check: They deal with Inland Revenue all the time and will act on your behalf to resolve any queries or disputes, saving you time and reducing your risk.
- Troubleshooting & clean‑ups: If your records are disorganised or incorrect, they will assess the situation, clean up the books, correct mistakes and put robust processes in place for accuracy.
Measure what matters – Management Reporting
Peter Drucker famously said, “What gets measured gets managed.” Humphries Associates lives by that principle. With their Management Reporting service you get a clear picture of your financial performance every month so you can make smart, timely decisions. The attached document describes how important it is to track the drivers of your business and use those numbers to implement meaningful improvement strategies:
Your monthly Management Report will provide a snapshot of your results, ensuring you understand your financial position and have accurate and up‑to‑date information to base your decisions on.
This service goes beyond a simple report. Humphries Associates meet with you initially to decide which key drivers to measure. Each month they prepare a tailored report, then follow up with a 15‑minute momentum call to discuss the results, highlight areas for improvement, and set clear actions to keep you on track. It’s a systematic way to build accountability into your business. If you want to regularly monitor performance and ensure you achieve your goals, Management Reporting is an essential investment.
Why choose Humphries Associates?
- Expertise you can trust: The firm specialises in setting up, optimising and managing accounting systems, preparing financial statements, tax planning and compliance, and dealing with the IRD. Their experience means they get the technical details right while still explaining what the numbers mean.
- Clarity and transparency: Clients benefit from cleaner, more reliable financial records, timely statements and better visibility into performance. Humphries Associates encourages communication and transparency so you understand what’s happening, not just the back‑office work.
- Lower risk & fewer surprises: By handling compliance, tax and IRD issues, the team reduces the risk of penalties and surprises. They also provide cloud‑based systems to protect your data.
- Focus on your business: With robust processes and accurate information, you’re free to focus on growing the business rather than wrestling with accounting. You’ll have more time and confidence to act on your plans.
- Personal service: Pricing depends on the scale and complexity of your needs, the state of your current records and the systems you use. Before starting they provide a fee proposal and schedule an initial consultation to understand your needs and propose a way forward.
Get started today
Ready to gain control of your finances and see how expert accounting and management reporting can change your business? Contact Humphries Associates through the “Talk to an Expert” form on their site. They’ll arrange a consultation to assess your current setup, discuss your goals and craft a plan that fits. With the right information at your fingertips and a dedicated team behind you, you can achieve more with less stress.
Frequently Asked Questions
What is a Management Report and why do I need one?
A Management Report is a concise monthly snapshot of your financial performance. It tracks key drivers like revenue growth, margins, and cash flow and highlights areas that need attention. As the attached document notes, without measuring your results you can’t implement meaningful improvements. The report ensures you have accurate information to base decisions on and helps you stay focused on your goals.
How often will I receive management reports and what does the “momentum call” involve?
Humphries Associates sends a tailored report every month. Shortly after, one of their experts contacts you for a 15‑minute momentum call to discuss your results, answer questions, and agree on next actions. It’s a quick way to maintain accountability and keep your business moving forward.
What are the “key drivers” you will measure?
Key drivers are the metrics that most influence your business results. Examples include sales volume, gross margin, average transaction value, debtor days, or labour productivity. During your initial meeting, Humphries Associates helps you choose the drivers that matter for your business and builds them into your report.
Will management reporting integrate with my existing accounting system?
Yes. The team is certified in Xero and MYOB and familiar with most major accounting systems. They can configure your software to capture the data needed for reports, and if your current system isn’t meeting your expectations they will set it up properly.
Do I need tidy books before starting?
Not necessarily. Humphries Associates often takes on clients whose records are disorganised or incomplete. They will assess the situation, clean up the data, identify and correct mistakes, and put robust processes in place so future reporting is accurate.
How do I get started with your accounting expertise?
Simply fill out the “Talk to an Expert” form on their website and one of the team will schedule an initial consultation. During that session they’ll evaluate your current setup, discuss your goals and challenges, and provide a proposal that outlines fees and next steps.