Working with Xero

We support your existing Xero setup

If you're already on Xero, there's no need to change a thing. We manage your bookkeeping directly within your existing Xero subscription — you retain full ownership of your account and your data at all times.

How we work with Xero:

• Ongoing Bookkeeping: Regular reconciliation so your Xero dashboard always shows a true picture.
• Initial Review & Tidy: We review your chart of accounts, bank rules, and coding to ensure everything is set up correctly.
• Catch-up Work: Fixing messy bank rules and reconciling overdue transactions in your Xero file.
• Training: Showing you how to invoice and view reports without feeling overwhelmed.

Note: You retain full ownership of your Xero subscription and your data — we simply work within it on your behalf.