• Accurate Monthly Financials: Receive a clear Profit & Loss (P&L) Statement and Balance Sheet each month, so you always know where your business stands.

• Complete Account Reconciliation: We meticulously reconcile all transactions from your bank and credit card accounts in Xero, ensuring every penny is accounted for.

• Organized Expense & Income Tracking: All your business transactions are properly categorized, making it easy to understand your cash flow and spending.

• Seamless Cloud Integration: We work directly within Xero (or your preferred cloud platform), providing you with real-time access to your numbers, anytime, anywhere.

• Dedicated Support: Get ongoing peace of mind with a dedicated bookkeeper ready to answer your questions and keep your financials on track.

Starting Price: $200.00 per month

• Tax-Ready Financial Statements: We organize your annual transactions to provide you with a clear Profit & Loss (P&L) Statement and Balance Sheet, perfectly prepared for your tax accountant.

• Flexible Data Processing: Whether your records are in Xero or a spreadsheet, we'll work with your existing data to get your books in order for the year.

• Essential Transaction Categorization: All your income and expenses for the year will be properly categorized, making tax filing smoother and more accurate.

• Tax Accountant Liaison (Limited): We can assist with basic coordination and provide schedules to your tax accountant, provided it's straightforward and doesn't require extensive custom reporting.

Starting Price: $400.00 per year (based on volume of transactions)

• Includes Everything from Monthly Bookkeeping: Enjoy all the benefits of our standard monthly service – accurate reconciliation, P&L, and Balance Sheet.

• In-Depth Monthly Business Review: Participate in a dedicated monthly meeting to discuss your financial performance, identify key trends, and strategize for future growth.

• Key Performance Indicator (KPI) Tracking: We'll help you pinpoint and monitor the crucial metrics that truly drive your business success, beyond just basic numbers.

• Customized Financial Reporting: Receive tailored reports and dashboards providing more detailed insights into areas like revenue streams, expense breakdowns, and profitability per service or product.

• Actionable Business Insights: Get proactive recommendations and strategic advice based on your real-time data, empowering you to make smarter, more confident decisions.

• Leveraging Cloud Analytics: We maximize the power of Xero and integrated tools to provide you with a deeper, more comprehensive understanding of your business health.

Starting Price: $500.00 per month