At the beginning of each month
We will gather the financial documents needed to do your bookkeeping and produce accurate management accounts.
Getting the financial documents
Connect your accounts to Sage One or Xero, and you won’t even have to think about getting us your bank or credit card statements. We sync directly online with all major banks to automatically pull your statements into Sage One or Xero, and we have other innovative technological solutions to get your monthly payroll or management accounts each month.
During each month
Once we have all the documents we need, we will finalize and complete your books within 15 business days.
We do your bookkeeping
Each month, your Xenith team reconciles your accounts online, categorizes your transactions, and produces your financial statements. They will also make any necessary adjustments to your books to ensure that they are tax-compliant.
Get in touch if you have a question
It’s normal to have questions about your books, that’s why we’re here. Send us a message via WhatsApp or email and we’ll get back to you within one business day. You can also book a call with your team whenever you like.
We might need your input
While we’re working on your books, we may need to ask for your help to properly categorize a transaction. We’ll send you a message with a few categorization options to pick from, and then you can let us know where it belongs.
At the end of each month
Once your books are complete, you’ll get a message from your bookkeeping team letting you know that your books are ready for review.
We close off the month
We find that it’s helpful to review your books together.
For the first two months, we will review your books with you over the phone. These review calls are a great opportunity for you to ask any questions you have about your financial statements. They also help us to familiarize ourselves with your business, and ensure that you are getting the most out of your Xenith service. For our higher package users, a personal one-on-one review of your books will happen on a monthly basis.
After this point, we’ll follow your lead and let you decide how often you’d like to connect with us on the phone or online. Remember, you can book a meeting with us at any time.
Whether you are using your computer or your phone, you won’t need to read a tutorial to use the app. Access your financials and stay connected to your Xenith team without the need for over complicated software.
A team of experts
Your Xenith team is on hand to remove the burden of bookkeeping from your life. Over time, your team will come to know your bookkeeping needs inside and out, giving you peace of mind and more time to focus on your business.
Xenith bookkeepers are trained in-house. Collectively, they have experience supporting thousands of small business owners. Our team knows how to serve your business’s unique bookkeeping needs, and they do it very well.
Got a question? No problem. Send your team a message or have them call you at a time that suits you. Xenith bookkeepers respond to questions within one business day.