Gold Service

• Daily bank reconciliation and transaction categorisation in Xero

• Bank feed setup and ongoing maintenance

• Processing supplier bills and purchase invoices
  
• Raising and sending sales invoices
  
• Receipt and expense management

• VAT Returns

•  Weekly creditor and debtor reports to track outstanding supplier payments and unpaid customer invoices 

•  Monthly management reports to review financial performance 

•  Systems and processes optimisation  

•  Annual Xero health check 

•  Monthly financial review meeting 

• Email/ Phone support with priority response time.

• Greater oversight of day-to-day financial organisation

• Budget tracking support 

• Cash flow monitoring 

• Year-end preparation support for your accountant 

This service is ideal for established businesses with higher transaction volumes that require closer financial oversight and more consistent support. It suits directors who want regular financial input, businesses with more complex bookkeeping requirements, and owners who value a proactive bookkeeping relationship that helps keep finances organised, accurate, and well managed. 

• Creates stronger financial organisation across the business

• Provides consistent oversight and support

• Helps improve financial processes and efficiency

• Reduces pressure on business owners

• Ensures financial information stays current and accessible

• Offers reassurance that the financial side of the business is being closely monitored

Paying Suppliers & Expenses

Credit Control

Clean up Bookkeeping

Software Setup 

Email Management

Xero tracking / Project Management