What we do in your Xero file
- Code your bank feed transactions each month and reconcile your bank and card accounts
- Set up and tidy bank rules, so routine transactions are coded the same way every month
- Match supplier bills and customer invoices to payments
- Keep supporting documents attached to the right transactions
- Follow up the receipts and documents we need, in one list rather than scattered emails
- Prepare a monthly summary, and reports such as profit and loss on the Growth and Premium packages
Who it suits
Small businesses and sole traders already using Xero who want their books kept up to date every month, without doing it themselves after hours. If your Xero file has fallen behind, we assess the backlog first and quote it before monthly work starts.
How it works
- Enquiry and quote. Tell us your business type, how many transactions you have each month and where your books are up to. We confirm the package and fee in writing before any work starts.
- Access. You invite us into your Xero file as a user. You never share your login, and you can remove our access at any time.
- Monthly bookkeeping. We record and reconcile the month, and list anything we need from you in one place.
- Monthly summary. You receive a summary of the month, with any open questions called out.
Fixed monthly fees
Packages are priced by the number of transactions you have each month, not by the hour. See the packages and prices. If your books are behind, catch-up bookkeeping is assessed and quoted separately first.
Your file stays yours
Your Xero subscription is not included in our packages. It stays in your name, you pay the provider directly, and you keep full ownership of your file and your data, during the engagement and after it ends.
Ready when you are
Request a quote and tell us you use Xero. We reply personally, and there's no obligation.