What’s included

Our bookkeeping and Xero support can cover the key processes needed to keep your records organised and useful.

  • Xero setup and support
  • Bank feed setup
  • Bank reconciliations
  • Receipt capture processes
  • Invoice and bill processing
  • Monthly or quarterly bookkeeping
  • VAT record checks
  • Xero training and guidance
  • Support improving bookkeeping processes

Who this is for

This service is suitable for businesses that want clearer records, less admin and more confidence in their financial information.

  • Businesses using Xero
  • Businesses moving to cloud accounting
  • Businesses struggling to keep bookkeeping up to date
  • Start-ups
  • Limited companies
  • Sole traders
  • VAT-registered businesses
  • Businesses wanting regular bookkeeping support


More than basic bookkeeping

Bookkeeping should not just be a box-ticking exercise. Done properly, it gives you useful information about your business throughout the year.

We can help you keep Xero organised, make sure bank reconciliations are up to date, improve receipt capture and review how transactions are being recorded.

That means fewer surprises at year end, easier VAT returns and better information when making business decisions.

Xero setup and support

We can help you set up Xero properly, connect bank feeds and organise your chart of accounts and bookkeeping processes.

Cleaner records

We help keep transactions reconciled and records organised so your accounts, VAT and tax work becomes easier.

Useful information

We aim to make your bookkeeping more useful, helping you understand your business rather than simply recording transactions.


How it works

1. Review your current records

We start by looking at your current bookkeeping process, Xero setup and any areas causing confusion or delay.

2. Identify improvements

We identify practical improvements, such as bank feeds, receipt capture, invoice processes or reconciliation routines.

3. Keep records organised

We help keep your bookkeeping up to date monthly, quarterly or as agreed, depending on the level of support you need.

4. Use the numbers

Where relevant, we help you use the information in Xero to understand performance, cash flow and upcoming tax liabilities.


Need help with bookkeeping or Xero?

If your bookkeeping is taking too much time, falling behind or not giving you useful information, we can help.

Tell us what system you use and what support you need, and we’ll come back to you with the next steps.