Catherine Zhai

I provide practical bookkeeping and accounting support for small businesses and sole traders, with a focus on accurate records, clear reporting, and simple financial processes.

My experience includes Xero bookkeeping, bank reconciliation, accounts payable and receivable, GST preparation support, debtor management, month-end review, payroll journals, Excel reporting, and cashflow support. I have also worked in Financial Controller and accounting support roles across service, education, security, and product-based businesses.

I enjoy helping business owners keep their accounts organised, understand their numbers, and make better day-to-day business decisions. My approach is reliable, detail-focused, and practical, with a strong understanding of how bookkeeping connects to the wider business operation.

I have practical experience across bookkeeping, accounts payable and receivable, bank reconciliation, GST support, payroll journals, debtor management, management reporting, budgeting, cashflow monitoring, and month-end processes. I have worked with Xero extensively, including multi-entity and multi-currency operations, tracking categories, reconciliations, journals, reporting, and year-end preparation support.

My background includes finance and administration roles across service, education, security, and product-based businesses. I focus on accurate records, practical systems, clear communication, and helping business owners understand their numbers.

Accounting, Business & Finance Background

I hold a business management qualification and have continued professional development in accounting, finance, business intelligence, data analysis, and business management.

Professional Memberships & Training

Associate Member, Institute of Public Accountants

Certified Accounting Technician, Institute of Public Accountants

Xero Partner / Xero bookkeeping experience

Member of NZQBA and NZCFI

Bachelor in Business Management & Administration

Ongoing training in finance, accounting, payroll, data analysis, and business advisory