Make Xero work like a system—not a spreadsheet replacement.
Bookkeepify sets up clean bank feeds, rules, tracking categories, and a consistent close process, so your Xero reports are accurate, explainable, and decision-ready.
What we do in Xero
We combine strong bookkeeping habits with Xero best practices. The goal is simple: remove noise, reduce rework, and produce reports you trust.
Deliverables you can expect
You’ll know what’s done, what’s pending, and what changed—without digging through transactions.
Weekly reconciliation
We reconcile bank and credit card accounts, handle exceptions, and keep categories consistent. This reduces month-end cleanup and makes cashflow clearer.
Monthly close checklist
We follow a repeatable close: reconcile, review AR/AP, confirm payroll journals, check suspense accounts, and validate reporting categories.
Reporting that explains “why”
You get profit & loss, balance sheet, and a short narrative summary—so the story behind the numbers is clear.
Xero setup & cleanup
If your Xero file is messy, we can clean it safely—without breaking what already works. We review chart of accounts structure, tracking category design, and bank feed quality.
- COA structure review for clarity and taxes
- Fix mis-postings and uncategorized items
- Identify duplicates and workflow gaps
- Improve invoice, bill, and approval flow
Who this is for
Xero works best when your team follows a consistent accounting rhythm. We’re a fit if you want: fewer surprises, cleaner reporting, and a process you can keep.
Founders
Clear monthly numbers, reliable cashflow view, and confidence before tax season.
Growing teams
Stronger AP/AR workflows, approvals, and reporting categories that match operations.
Agencies & services
Tracking categories for clients/projects and better margin visibility without manual spreadsheets.
Want us to review your Xero file?
Share your goals and current pain points. We’ll recommend the best cleanup and reporting approach.
