Bookkeeping & Xero
Clean, organised books in Xero so your numbers are always ready. We keep transactions coded properly, bank reconciliations up to date, and a tidy audit trail behind the scenes.
What we do
- Bank reconciliations and transaction coding
- Receipt capture and supplier bill workflows (where needed)
- VAT-ready records and clean supporting evidence
- Month-end tidy-ups so reporting is meaningful
- A finance stack that actually connects (bank feeds, expense tools, payroll, reporting)
How we do it
- Initial tidy-up: confirm accounts, tracking categories, and rules
- Ongoing cadence: weekly or monthly bookkeeping depending on volume
- Month-end checks: reconcile key balance sheet items and flag anomalies
- Handover: you get clear outputs (and your year end is far easier)
Items to note
- Good bookkeeping is what makes VAT, management accounts, and year-end painless.
- We can work with your existing chart of accounts or propose a cleaner structure.
- If you have multiple revenue streams, we can set up tracking categories to make reporting useful.
What we need from you
- Access to Xero (or we can help you set it up)
- Bank and card feeds connected where possible
- A simple process for uploading receipts and invoices
- Clarity on what is business vs personal (especially for director expenses)
Typical timeline
- A tidy-up can take a few days to a few weeks depending on backlog and complexity.
- Once clean, ongoing bookkeeping becomes quick and predictable.
More detail
Good bookkeeping is not about perfection, it is about reliability. When transactions are coded consistently and reconciliations are up to date, you can actually trust your P&L, your cash position, and your VAT returns. That means better decisions and fewer last-minute scrambles when a deadline hits.
We also build for scalability. As your transaction volume increases, manual processes break. We help you set up bank rules, receipt capture, and a simple workflow so your finance stack works as one system. The goal is tidy records now, and a structure that does not fall apart as you grow.
Frequently asked questions
Do you only work with Xero?
Xero is our default, but we can support other setups. If you want simplicity, we will usually recommend moving to Xero.
Can you clean up historic bookkeeping?
Yes. We can do a catch-up and then move to a regular cadence.
Will this help my VAT and year end?
Yes. Clean books are the foundation for accurate VAT returns, management accounts, and year-end filings.
How often do you do bookkeeping?
Usually weekly or monthly, depending on transaction volume and how quickly you want reporting.
Want to talk it through?
Book a free discovery call and we will point you to the right service.
Schedule a call