Xero Clean-Ups: Behind on Your Books? Let's Sort It Out

It happens to good businesses all the time

Falling Behind on Bookkeeping Is Fixable

If your Xero file has gotten away from you and you don’t know where to go from here, you’re not alone, and it’s fixable. Businesses fall behind for all sorts of reasons, usually just because everyone is busy running the business.

You don’t need to sort anything out before you contact us. Bring us the file as it is and we’ll work out where things stand and what it will take to put them right.

Two women laughing while going through paperwork together

What a Xero Clean-Up Includes

  • A full review of your current file to see exactly where things stand
  • Reconciling outstanding bank, loan and credit card transactions
  • Correcting miscategorised or duplicated entries
  • Catching up on any missing bills or invoices
  • Tidying your chart of accounts so your reports really mean something
  • A clear summary of what was fixed and what to watch going forward
  • Recommendations to help you stay on top of it from here

You get back a Xero file that’s accurate, up to date and ready for your accountant.

Simple from the first step

How Our Catch-Up Bookkeeping Works

1. Free assessment

We look at your file and tell you honestly what state it’s in. No cost, no obligation.

2. Fixed-scope quote

You get a clear quote for the clean-up as a defined project, so you know the cost before we start.

3. We clean it up

We reconcile, recode and catch everything up.

4. Handover and a plan

You get your file back with a summary of what was fixed and recommendations to keep it on track, whether you take it from here or move to ongoing support.

Months behind or just want a once-over

Xero Rescue for Overdue Files

Whether you’re a few months behind and want a once-over before tax time, or the file hasn’t been reconciled in years, the process is the same: assess, quote, fix, hand back. The sooner you start, the smaller the job.

“When we approached Sara and the team last year our books/admin were a mess and getting worse by the day. Sara stepped in with a ‘no problems too big’ attitude, cleaned everything up and took control of it all.”

Joshua Saad, Google review

Xero Clean-Up FAQs

There’s no such thing. We’ve worked on files that were months and years overdue. The free assessment will tell you exactly what’s involved.

It depends on how many months are outstanding and how complete your records are. Your quote will include a realistic timeframe.

Clean-ups are quoted as a fixed-scope project after the free assessment, so the price reflects your actual file. You’ll know the cost up front.

No. Messy files are the reason this service exists. We’re only interested in getting yours fixed.

Access to your Xero file, bank statements for the outstanding period, and whatever bills, invoices and receipts you have. If anything is missing, we’ll list it as part of the review.

Yes. Correcting duplicated entries, miscoded transactions and untidy account structures is standard clean-up work.

You’ll get a written summary of what was fixed and recommendations to stay on top of things. Some clients take it from there, and many move to ongoing bookkeeping support. Both are fine.

We assist in preparing the BAS information for outstanding periods, which is then reviewed and lodged by BAS Advisory Group Pty Ltd (registered BAS agent no. 26328712) under our supervised arrangement.

Behind on your books?

Send your Xero file through exactly as it is. We’ll review it for free, quote the clean-up up front and get you back up to date.