Upshot NZ Limited

Bookkeeper · 48 Anne Road, Bellevue, Tauranga

  • Xero Migration

    Specialist

    Xero Migration
  • Platinum champion partner

    Partner status

    Platinum champion partner
  • Partner since 2011

    Experience

    Partner since 2011
  • Xero advisor certified

    Certification

    Xero advisor certified
  • Xero payroll certified

    Certification

    Xero payroll certified

About us

Helping and encouraging small businesses since 2011.

We are here to assist you with all your accounting needs: Accounting, Payroll, Bookkeeping, GST,Tax Planing, Tax Preparation, Xero Setup , Xero Training and more. We are committed to help businesses to grow and understand their financial position.

Affiliations

  • Accountants + Tax Agents Institute of NZ
  • NZ Bookkeepers Association Incorporated

Find us on the web

Meet the team

Upshot NZ Limited advisors: 6 - Xero certifications: 11

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Jill Fryer

Director

Profile image for Jill  Fryer
  • Xero payroll certified
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • Xero Migration
    Has training and expertise in switching clients to Xero.
  • 6 years Xerocon attendance

We are here to assist you with all your accounting needs:

Accounting, Payroll, Bookkeeping, Tax Planing, Tax Preparation, Xero Setup , Xero Training and more.

Upshot NZ Limited: Bank experience

Clients of Upshot NZ Limited connect to a range of banks via Xero. Upshot NZ Limited specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections


  • ANZ (NZ)
  • ASB (NZ)
  • BNZ (NZ)
  • Farmlands (NZ)
  • Heartland Bank (NZ)
  • Kiwibank (NZ)
  • PayPal
  • TSB Bank (NZ)
  • Westpac (NZ)
  • Wise Business

Upshot NZ Limited: Industry experience

Upshot NZ Limited works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served


  • Accommodation and hospitality
  • Administration and support services
  • Agriculture
  • Arts and recreation
  • Construction and trades
  • E-commerce
  • Education
  • Finance and insurance
  • Healthcare and social services
  • Manufacturing
  • Marketing, advertising and consulting
  • Media and communications
  • Not-for-profit
  • Professional services
  • Real estate and hiring services
  • Repairs and personal services
  • Retail
  • Transportation and storage
  • Wholesale

Upshot NZ Limited : App experience

Upshot NZ Limited serves clients who use 4 different apps that connect and integrate with Xero.



Connected apps

Find us

Upshot NZ Limited has an office in 1 location

Tauranga

48 Anne Road, Bellevue, Tauranga, 3110

+64 75765994

New to Xero? Upshot NZ Limited can help

Xero is beautiful online accounting software for smaller businesses. Upshot NZ Limited can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • 5 Years Xerocon Attendance ?
    The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
  • Partner since 2011
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.