Monthly accounting that keeps your Xero records tidy, your numbers current and your business performance easier to understand.
Bookkeeping is the regular work that keeps your financial records accurate: matching bank transactions, checking invoices and bills, reviewing GST treatment and keeping Xero up to date.
Monthly accounting goes one step further. We turn those tidy records into useful reports so you can see what the business earned, spent, owns and owes.
You handle the everyday driving. We regularly check the important parts, identify issues early and help keep your financial records running properly.
Add a simple Xero-style visual showing bank transactions being reconciled and changing into a clear monthly performance report.
The exact work depends on your plan and the complexity of your records.
Selected plans include a plain-English discussion of your results. Meet virtually or in person, depending on your preference and availability.
Forecasting, budgets, cash-flow modelling and business strategy are advisory services. They are not included in routine bookkeeping unless specifically stated in your proposal.
Three starting points. We confirm your fixed monthly fee after reviewing your transaction volume, accounts and reporting needs.
Xero subscription fees are separate. Final pricing depends on transaction volume, number of accounts, record quality, payroll, inventory and any catch-up work required. We confirm the scope and fixed fee before starting.
Short, plain-English answers before you choose a monthly plan.
Yes. We are a Xero-only accounting practice. This lets us use one consistent process and provide focused support.
No. Xero subscription fees are charged separately to you. We will discuss the suitable Xero plan before setup or transfer.
Good bookkeeping helps you understand performance throughout the year—not months after year-end. Think of it like a smartwatch for your business: regular information can show trends and warning signs while there is still time to respond.
Sometimes. We discuss your workflow first and only recommend an add-on when it solves a clear problem. For example, Hubdoc may help capture receipts and send documents into Xero. Any third-party subscription and access requirements are agreed with you first.
Yes, selected plans include a monthly catch-up to discuss your results in plain English. Meetings can be virtual or in person, depending on your preference and availability.
We aim to respond within 48 hours on business days. Complex questions may take longer to resolve, but we will acknowledge your message and explain the next step.
Not in standard bookkeeping. Budgets, forecasts, cash-flow modelling and business strategy fall under advisory services and are separately scoped and priced unless your proposal specifically includes them.
Yes. Xero setup, migration and catch-up bookkeeping can be completed before monthly service begins. We review the records and confirm a fixed price first.