How It Works
Running your business should feel manageable, not overwhelming. My streamlined process keeps everything simple, consistent, and stress-free — so you always know what’s happening with your books, what’s been completed each week, and what your numbers actually mean. Clear communication, reliable delivery, and zero confusion.
1
Initial Consultation (Free)
We discuss your business, needs, software, and current bookkeeping setup.
2
File Check & Onboarding
I review your current Xero file, identify cleanup needs, and set up processes.
3
Weekly Service Delivery
Reconciliation, admin tasks, reporting — done consistently each week.
4
Monthly Review
A summary of your financial position and any recommendations.
5
Ongoing Support
I’m always available for questions, adjustments, and extra support.