Charter Financial Services Limited

Accountant · 174 Queens Street, Auckland City, Auckland

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About us

Turning Cloud Base accounting base systems from GST calculations into a management tool for SME.

Charter's "Client Managers" come to you and keep in contact via skype via a camera that is provided to you on sign up. Charter operates in Hamilton, Auckland & Wellington

Charter Financial Services Limited: Bank experience

Clients of Charter Financial Services Limited connect to a range of banks via Xero. Charter Financial Services 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)
BarterCard (NZ)
Kiwibank (NZ)
Westpac (NZ)

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Charter Financial Services Limited: Industry experience

Charter Financial Services 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
Arts and recreation
Construction and trades
Education
Professional services
Transportation and storage
Finance and insurance

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Charter Financial Services Limited : App experience

Charter Financial Services Limited serves clients who use 2 different apps that connect and integrate with Xero.

Connected apps

Find us

Charter Financial Services Limited has an office in 1 location

Auckland City: 174 Queens Street, Auckland City, 1010, Auckland; +64 93583350

New to Xero? Charter Financial Services Limited can help

Xero is beautiful online accounting software for smaller businesses. Charter Financial Services Limited can help make your switch as smooth as possible.

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

Partner since 2013

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.