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Bookkeeping

Clean Books Without the Headache

Bank reconciliation, transaction coding, Xero management, and HubDoc integration — monthly or ongoing bookkeeping that keeps your business on track.

What's Included

Everything you need to keep your books accurate, current, and stress-free.

Bank reconciliation — matching every transaction, every month
Transaction coding and categorisation to your chart of accounts
Xero setup, management, and optimisation
HubDoc integration for automated receipt and invoice capture
Bank feed setup and monitoring
Chart of accounts design and maintenance
Accounts payable and receivable management
Monthly reporting and financial summaries
GST coding and preparation for return filing
Year-end preparation for your accountant (or us)
Automated bank rules to reduce manual coding
Monthly reconciliation — we aim to close your books by the 10th of the following month
Exception-based review process — we flag anomalies, not just process transactions
Xero health score monitoring and optimisation

Who It's For

Bookkeeping support for businesses that want to stop worrying about their numbers.

Owner-Operators

Business owners who are spending evenings and weekends doing their own bookkeeping — and know there's a better way.

Growing Businesses

Companies with increasing transaction volumes that need consistent, reliable bookkeeping to keep up with growth.

Data-Driven Teams

Businesses that want accurate, timely financial data to make better decisions — not just a compliance tick-box.

How It Works

A simple, structured process that keeps your books in order — without you lifting a finger.

01

Assessment & Setup

We review your current bookkeeping setup, tidy up any backlogs, and configure Xero with the right chart of accounts, bank feeds, and integrations for your business.

02

Ongoing Processing

Each month, we reconcile your bank accounts, code transactions, and process invoices through HubDoc. We leverage automated bank rules to minimise manual work — we aim to have your books closed by the 10th of the following month.

03

Review & Reporting

You receive clear monthly summaries so you always know where your business stands. Our exception-based review process flags anomalies and unusual transactions. We monitor your Xero health score and keep your records audit-ready.

04

Year-End Ready

When tax time rolls around, your books are already clean and complete — saving you time, money, and stress at year-end.

Xero Setup & Migration

New to Xero or switching from another platform? We'll get you set up properly.

New to Xero

  • Full Xero setup including chart of accounts
  • Bank feed connections
  • Opening balances entered
  • Team training and walkthrough

Migrating from MYOB/Other

  • Data migration from your current platform
  • Historical balances transferred
  • Parallel running period for validation
  • Full cutover and team training

Xero setup and migration is included in our Growth tier, or available as a one-off engagement from $500+GST for Foundation clients.

Industries We Serve

This service is popular with businesses in these sectors.

Let Us Handle the Books

Bookkeeping is included in our Growth plan from $990+GST/month, or add it to Foundation as a $299+GST/month add-on. Stop spending your weekends on Xero.

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