Keep the workflow clear, even when the transactions grow.
A consistent Xero workflow connects source documents, bank activity and the reports your business uses. We review how your file is organized and agree who will process records, resolve questions and review the close.
What we can take off your plate
- Chart-of-accounts and transaction workflow review
- Bank and card reconciliations using available statements
- Receivable, payable and document questions tracked within scope
- Management reports prepared for the agreed review process
What a clear working rhythm looks like
We begin with a conversation about your business, current records and priorities. Next, we agree the scope, responsibilities and document workflow. Once access and records are available, we work through the agreed tasks, track questions and prepare the handoff for review. You can see the next step and the person responsible for it.
We keep unresolved records and reconciling items visible. Processing and reporting dates are built around the records supplied and the scope your business agrees.
What we need to get started
- An authorized Xero user invitation
- Statements and relevant transaction exports
- A document workflow for invoices, receipts and explanations
- Your current accountant鈥檚 reporting and close requirements
Scope, review and expectations
Software subscriptions, integrations and historical migrations are separately assessed. We review the setup and permissions together before making changes. We work with businesses and CPA firms across the U.S., Canada and Australia. We agree the document workflow and review responsibilities with your team and designated local professionals.
A practical next step
Tell us what is working, what is behind and what you need to understand next. A free consultation helps us discuss the records available and whether our support is a fit. We agree timing and responsibilities after assessing the work.
Questions worth clearing up.
Do we need a new Xero organization?
Not necessarily. We review your existing setup and requirements before proposing a structural change.
Can you help with historical transactions?
We can assess historical work separately and agree a catch-up plan based on the available records and opening balances.
How do we share access?
Use authorized user invitations with appropriate roles. Do not share passwords or sensitive financial documents through the public inquiry form.