Xero bookkeeping for Sydney businesses

Taking over a Xero file someone else kept

• Access as a user

  Someone who can manage users in your Xero organisation sends us an invitation, and we sign in with our own login, so nobody has to hand over a password. Once the handover is done, the previous bookkeeper's access can be removed or reduced.

• A read of the file before any changes

  We look at what's already reconciled, which statement lines are still waiting in the bank feeds, which bills and invoices are open, and any notes or attachments left in the file. You hear what we found before the work starts.

• Outstanding lines reconciled

  For each bank account, the unreconciled lines are compared with the bank statements and reconciled. Where the file and a statement differ, we find out why: an item not yet cleared, an entry made twice or wrong in the books, or a bank error to raise with your bank.

• Kept current after that

  Once nothing is left outstanding, the bookkeeping carries on monthly in the same Xero organisation, so there's no second set of books and you keep working in Xero the way you did before.