Are you happy managing your own Xero file but want expert reassurance? My Xero Peace of Mind Check is a once-off, comprehensive health check designed to give you clarity and confidence.

I’ll review your file to make sure everything is set up and coded correctly, including (but not limited to):

• Chart of accounts and GST settings

• Bank feeds set up and transaction coding

• Review of balance sheet and profit / loss items

• Expense and cost allocation guidance

Along with easy to understand notes and recommendations, you will receive peace of mind knowing the following:

• Your accounts are set up correctly

• Transactions are recorded accurately

• Third-party apps are syncing as they should

• Most importantly, your financial reports will truly reflect how your business is performing so you can make confident business decisions

Accounting Support (Ongoing)

Many of my clients receive regular weekly support tailored to what their business needs. I work in partnership with you to determine which tasks you would like to handover to ensure the financial aspect of your business runs smoothly.

Here’s what this could typically include:

• Invoicing and payment follow-up
  I prepare and send your sales invoices, track what’s been paid, and help chase up overdue payments so you get paid faster.

• Bill processing and supplier management
  I enter and organise bills from suppliers, schedule payments, and make sure nothing important slips through the cracks.

• Bank reconciliation
  I match what’s in your Xero file with your real bank statements, ensuring your accounts are accurate and up to date every week.

• Payroll support
  I process employee pays, superannuation and ensure everything is calculated correctly and on time.

• Periodic financial reporting
  You’ll get regular reports (monthly or quarterly) that show your income, expenses and cashflow in a way that’s easy to understand and useful for decision making.

• Email, calendar and administration
  I handle email communications and other ad-hoc tasks, such as creating or formatting documents in Word, or organising and analysing data in Excel spreadsheets.

I believe best practice is to keep your accounting up to date on a regular basis, so you’re never facing a last minute scramble before deadlines like BAS or tax lodgements. When your financial records are updated consistently:

• Your numbers are accurate and always ready for reporting - no missing invoices or forgotten expenses.

• Your GST, payroll and tax obligations become much less stressful because the data is already organised and correct.

• You avoid costly catch up work, errors, and potential penalties from rushed or late reporting.

• You get a clear, real time picture of how your business is performing - helping you plan ahead with confidence instead of guessing.

Rather than untangling a backlog of financial admin, keeping things current week-to-week means reduced overwhelm, compliance with ATO requirements, and more time to focus on running and growing your business.