Portfolio of Work

ZestyVA Portfolio

We have supported many businesses owners growing their dream

From bookkeeping to payroll, print media to social media, and the all important website, all of these different sections fit together like a puzzle to support the core business which you provide.

Below is sample of the work we have carried out for a selection of our clients. There is so much that goes into the groundwork of putting a business together; and we’re looking forward to supporting you to put that puzzle together for your business!

We’ve worked with your Industry

Early Childhood Services

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Coaching & Consultants

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health & Wellbeing Services

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Home & Lifestyle

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Trades

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Early Childhood Services

Back Yard Kids

Backyard Kids

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Back Yard Kids Childcare Centre

Backyard Kids provides Early Childhood Education & Care in Otaki area

Our services for BYK include supporting Alice with setting up initial payrolls as the centre opened, tidying her books and correcting inaccuracies, setting up email for speedy bookkeeping processes, tracking payments and correctly assigning payments to families inside Discover.

  • Services Provided:
  • Bookkeeping
  • Payroll
  • Use of Discover Childcare CRM
  • Tracking WINZ transactions
  • Reporting on outstanding debtors
Daisies Childcare Centre

Daisies

Childcare Centre

Daisies Childcare Centre

This short term 3-month contract fulfilled one of my career goals; to work with Daisies! Turns out it wasn’t quite in the teaching role I had originally thought! It was a privilege to work alongside this team and see the amazing work they’re doing with the children.

  • General Bookkeeping: including daily reconciliation, inputting bills, following up with clients payments, tracking expenses over different departments.
  • Fortnightly Payroll:
    – linking payroll to Discover to speed up the payroll process
    – carrying out fortnightly payroll for 20+ staff; regular and casual
  • Staff Expenses Management: Creating Google Form which can be accessed via QR code so staff can upload their expenses.
  • Smartly Training: to newly hired in-house administrator to carry out Payroll with Smartly.

Business Coaches & Consultants

business drivers Biz Drivers

Biz Drivers

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Biz Drivers

Biz Drivers provides coaching for consultants who work with large multi-national corporations

We provide Executive Assistant services for Biz Drivers including confirming scheduled appointments from new leads, and general meeting scheduling. The aim of our call is to reduce the number of no-shows and help prepare the board member for the phone call.

Calls with new leads are tracked gauging their interest in the service and if they show up to the meeting. If leads are not reached prior to the meeting via phone, text or email, then the meeting is cancelled with an email inviting them to rebook.

  • Services Provided:
  • Calendar scheduling
  • Contacting warm leads to confirm appointments
  • Using AirTable to track call notes read for CEO to use during meeting
  • 3-monthly catch-ups on progress, discussing feedback, progress and improvements
  • Results
  • Reducing the overall number of no-shows
  • Increase in the number of qualified leads showing up to meetings
  • Quality of the sales call is increased because of notes are outlining the person CEO is talking to
Nick Muller - The Market Leadership Programme

Nick Muller

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The Market Leadership Programme

Nick Muller – Lead Your Marketplace

Nick Muller provides consulting support for businesses in the Manufacturing space. Leading with sales to increase cashflow, and then into organising business structure and systems through his CRM.

We provided Executive Assistant and CRM support services for Nick allowing him to focus on his training and 1:1 coaching.

  • Services Provided:
  • Calling warm leads to confirm appointments
  • Go High Level CRM support

Health Services

Caim Therapy

Caim Therapy

Caim Therapy

We provide Business Strategic Support and Executive Assistance support to Caim Therapy, based in Taranaki, who supports people on their healing journey through 1:1 therapy sessions, and equine and animal therapy.

  • Services Provided:
  • Tracking session dates used for end of month reporting
  • Completing End of Care documentation
  • Creating invoicing reports to agency standards
  • Creating invoices for private clients
  • Social media as needed
  • Business planning support
Kilbirnie Osteopath

Kilbirnie Osteopaths

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Kilbirnie Osteopaths

The team of osteopaths are available to care for your injuries, reducing pain and encouraging better functionality of your body.

We provide Executive Assistance, payroll and strategic business support to Alana.

  • Services Provided:
  • Voicemail clearing morning and evening business days
  • Using Cliniko for appointment setting
  • Rescheduling patients who have left a voicemail message
  • Weekly payroll carried out using Smartly Payroll
  • Social media as needed
  • Social media strategy planning
  • Business planning support
ethos Logo

Ethos Psychologist

Martina provides support for clients in need, and was creating an online course to support mental health and wellbeing.

  • Services Provided:
  • Social Media
  • Website support
  • Ad hoc problem solving and business strategic support
MotionClinic opt

The Motion Clinic

Physiotherapist

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The Motion Clinic

  • Tidy My Books! Organised two years worth of transactions, including income transactions from Stripe, pdf bills through email and receipt management. Accounted for home office expenses and minor assets. Coded everything ready for the Accountant to sign off both End of Financial Years.
  • Intro to Xero training: including setting up the client’s business on Xero, showing how Xero works, how to email bills into Xero.
  • Print Material: Creation of pamphlets which cover common topics which can be given out to customers.
  • Website Audit: a tidy up of the Wix Website as per clients instructions, including ensuring online booking is set correctly.
  • Logo Creation: Creation of a simple logo to use on print material

Home & Lifestyle

G-Gees Sustainable Fashion Gina Sinclair

G-Gees Sustainable Fashion

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G-Gees Sustainable Fashion

Gina provides sustainable and up-cycled clothing for every body.

Our services for G-Gees was a mixture of business coaching, digital marketing and supporting Gina with accountability and growing her online presence.

  • Services Provided:
  • Business Coaching and accountably
  • Social Media content creation
  • Monthly newsletters
  • Online Presence audit
Precision House Care Zesty Client

Precision
House Care

Residential Cleaning
& Home House Care
no longer operating

Precision House Care Ltd

Stefanie with Precision House Care is Zesty’s first client! Coming to us for All-Round Administrative Support (legacy product) over the last two years we have have supported Stefanie’s business with a number of tasks including;

The best part about this relationship is not only is Stefanie our first client, our families are friends! We have known each other for 6 years and we have watched our babies grow!

Having a small business isn’t just a company. The stresses and the celebrations are part of our every day and we here at Zesty are grateful to be part of Stefanie’s journey!

  • Services Provided
  • Tidying My Books! Service: sorting, organising and reconciling a years worth of invoicing, receipts, outstanding bills, collating into Xero, ready for End of Financial Year and moving to a company
  • Keep it Tidy: weekly reconciliation, invoicing, billing and receipt management
    – Preparing books for EoY, GST ready for accountants signoff.
  • Website Creation: which converts and also has a calculator where potential clients can get an estimate of the investment for PHC to come clean their home. and ongoing monthly updates
  • Pricing and Packages: ensuring each job covers the running operational costs
  • Customer Relationship Management: Creating a comprehensive CRM in AirTable with an easy to use calculator for estimation and quoting.
  • Inbox Management: organising gmail Inbox with use of labels, filters and automatic forwarding of bills to Xero
  • HR Support
    – Creating job advertisement for new staff
    – Preparing employment contract for new staff, for directors revision & signoff.
  • Payroll: Signing up to Smartly Payroll, creating timesheets, reconciling payroll.
  • Advertising: Creating print advertising material
Metro Waxing Ltd

Metro Waxing

Male Waxing Specialist
no longer operating

Metro Waxing Ltd

This client came to me looking for a complete redesign of her website, which would include a way for her customers to book and pay directly from the website. The redesign included a rebrand of colours, facilitated by my friend and amazing designer Keane Chan

  • Website Design: A brand new website from scratch using WordPress with Kadence Pro Themes and Plugins with WooCommerce and Amelia Booking Plugin.
  • Copy editing and sourcing of stock photos.
  • Set up of WooCommerce including editing of provided photos, editing and creating copy for products.
  • Linking WooCommerce to Stripe
  • Set up of Amelia Booking Plugin, integrated with Zoom, Google Calendar, and WooCommerce for adding products to the cart.
  • Regular back end maintenance and checks ensuring core updates and plugin updates do not break the site (and fix if this does happen)
  • This website is now completely under the clients control; Zesty no longer manages it.
All You Need is Love - Logo

All You Need is Love

Wedding Celebrant, Childbirth Education, Post Natal Support

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All You Need is Love

  • Set up of website using WordPress and WooCommerce
  • Use of Kadence Pro Theme and plugins for site speed and SEO
  • Design of the site, copy editing and sourcing of stock photos, also using branding and photos provided by the client.
  • Set up of WooCommerce including editing of provided photos, editing and/or creating copy for products.
  • Linking WooCommerce to Stripe and POLi payment gateways
  • Regular updates to pages and content
  • Regular back end maintenance and checks ensuring core updates and plugin updates do not break the site (and fix if this does happen)
  • Migration of website from old hosting to new hosting
  • Creation of images for social media
  • Breakdown of costs for product pricing
  • Organise email and Gmail for sorting and clarity of incoming emails by use of labels and filters
  • This site is now completely under the clients control; Zesty no longer manages it.

Trades

Autotech Miramar logo white

Auto Tech Miramar

Automotive Workshop

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Auto Tech Miramar Ltd

When we started with Auto Tech, the director was feeling quite stressed about the state of his books, and he was struggling to keep on top of the bills which needed to be paid. Some suppliers were outstanding, and some were overpaid. After we carried out a Tidy My Books! service, we then carried out an audit of where his accounts were at, what he was overpaying for, and what services which weren’t needed anymore. With a few months of clear data, we were able to create a budget with real figures showing where the profit margins were at. With the increasing inflation, we were able to create more accurate pricing for services.

  • Tidying My Books! Service: sorting, organising and reconciling 3 months of invoicing, receipts, outstanding bills, collating into Xero, ready for End of Financial Year.
  • Prep for Year End: Preparing books for EoFY, GST ready for accountants signoff.
  • Establishing Priority Tasks: Meeting with the accountant; establishing a rapport and priority list of tasks.
  • Cash Management: Creating a cash sign-over sheet; carrying out weekly cash banking.
  • Outstanding Payments: Calling outstanding debtors and arranging payment.
  • Payroll: Signing up to Smartly Payroll, creating timesheets, carrying out weekly payroll.
  • Cashflow Management: preparing a budget outlining expenses and daily, weekly, monthly targets.
  • Pricing: using more accurate numbers of the operational costs, which translated into changing the prices for services and products.
  • Tech Integration: Linking SAM with Xero in a way which suits the business.
  • Inbox Management: Organising Gmail Inbox with use of labels, filters and automatic forwarding of bills to Xero
  • HR Support: Preparing employment contract for new staff, for directors revision & signoff, supporting director in employment negotiations.
  • SOPS: Creating Standard Operating Procedures for the administrative role
  • Website Audit: An audit of the GoDaddy website, covering information which should be in the website. Website refresh.
  • In-House Training: Handover of SOPS , and Xero training to newly hired in-house administrator and continued support while she learnt the role.