Organization details
Confirm the organization, plan, reporting period and last completed month.
Xero bookkeeping services.
We assess monthly bookkeeping in your Xero organization with the access needed for the agreed accounts and reports. Your named bookkeeper prepares the month-end work, checks included balances and asks you about unclear entries. Xero user permissions and the available financial records are confirmed before the engagement starts.
Let’s talk about your booksAI-powered. Human-led. Month-end work with an agreed scope.
Start with the right question.
A reconciled bank line and a correct financial category are different checks. A suggested match can still need business context, while limited user access may prevent the reviewer from seeing statements or relevant reports.
Useful inputs. Clear responsibilities.
Access requirements
Discuss the role needed for the work rather than sharing your own password.
Statement information
Provide complete bank and card records and identify imports or feeds already present.
Receivables and payables
Supply open invoice and bill balances, credit notes and payments awaiting allocation.
Confirm the permission scope
Assess account, statement and report access using the organization’s actual settings.
Review the transaction flow
Check whether receipt or payment records already exist before accepting a suggested match.
Close and explain
Review the agreed categories, account balances and reports; record unresolved questions for follow-up.
Illustrative example · Fictional data
Follow the business event.
Illustrative issue: a customer pays $600 against an existing invoice. Recording another standalone $600 sale instead of applying the receipt may duplicate income and leave the invoice unpaid. The reviewer checks the invoice, payment and statement information together rather than relying on the bank description.
Agree specialist work separately
Xero advisor status, multicurrency support, inventory workflows and new integrations are not implied. They require evidence or separate assessment.
Your proposal identifies the accounts, periods, reports, fees and delivery dependencies. A named human reviewer checks the agreed work. Manual statement uploads are an option; a bank connection is not mandatory.
Questions before
you get started.
Can a viewer role be enough?
It depends on the task. Read-only access does not permit routine transaction preparation, and statement/report access varies by role. We agree suitable permissions with you.
Do you work in our existing Xero organization?
That is the intended workflow after assessment. A migration or a new organization is not automatically required.
A clear next step
for your books.
Tell us about your xero records, software and the periods needing support. We’ll assess fit, records, scope and price before confirming work.
Please share a short description only. Keep financial documents, passwords and account numbers out of this enquiry form.