Xero Bookkeeper Perth
Need help keeping your Xero file accurate, current and under control?
My Bookkeeper Perth provides ongoing Xero bookkeeping for Perth businesses, including bank reconciliation, transaction coding, payroll, accounts management, BAS support and Xero file cleanups.
Whether your Xero file is already running well, has fallen behind or needs to be reviewed before ongoing bookkeeping begins, we can help establish a practical bookkeeping process that suits your business.
Led by Registered BAS Agent Justine Jarratt – 19+ years of bookkeeping experience
Is Our Xero Bookkeeping Service Right for Your Business?
Your Xero File Is Falling Behind
Bank transactions are not fully reconciled, coding is inconsistent or bookkeeping has not been kept up to date.
You Want Ongoing Bookkeeping Support
You already use Xero but want a bookkeeper to manage the regular financial administration instead of doing it yourself.
Payroll and BAS Are Becoming Time-Consuming
Payroll, STP, superannuation and BAS-related bookkeeping are taking too much time or becoming difficult to manage consistently.
You Need Better Financial Visibility
Your Xero file exists, but the information in it is not current or reliable enough to give you confidence in your reports.
What Our Xero Bookkeeping Service Can Include
Your Xero bookkeeping service can be tailored to the tasks and frequency your business requires. The following are some of the areas we can manage as part of ongoing support.
Bank & Credit Card Reconciliation
We match transactions in Xero against your bank and credit card activity, investigate discrepancies and keep accounts reconciled so the financial records remain current. May include: Bank feeds, transaction matching, clearing old unreconciled items and reviewing unusual entries.
Transaction Coding & Account Maintenance
Transactions need to be allocated consistently to the correct accounts so your reports and BAS information are based on properly maintained records. May include: Expense coding, income coding, account review and correcting inconsistent allocations.
Xero Payroll
Where payroll is included in the service, we can process employee pay runs, maintain payroll records, manage STP requirements and support superannuation administration using Xero. View our Payroll Services
Customer Invoicing & Accounts Receivable
We can help keep customer invoices, outstanding balances and payments organised so you have clearer visibility over what customers owe.
Supplier Bills & Accounts Payable
Supplier bills can be entered, coded and tracked in Xero so upcoming payments and outstanding accounts remain easier to manage.
BAS-Ready Bookkeeping
We keep the underlying Xero records organised so BAS preparation is based on up-to-date reconciliations and correctly maintained bookkeeping records. View BAS & IAS Services
What We Check When Taking Over a Xero File
Before taking over ongoing bookkeeping, we may need to review the existing Xero file first.
A file can appear reasonably tidy while still containing unreconciled transactions, incorrect balances, old clearing accounts or inconsistent coding that affects reporting.
The exact review depends on the condition of the file, but there are several areas we commonly check before establishing ongoing bookkeeping.
Think your Xero file may need cleaning up?
- Bank reconciliation status
- Unreconciled transactions
- Bank feed connections
- Chart of accounts
- GST tax codes
- Duplicate transactions
- Duplicate contacts
- Old suspense or clearing accounts
- Accounts receivable balances
- Accounts payable balances
- Payroll setup
- STP configuration
- Superannuation setup
- Opening balances
- Historical transactions
- Balance sheet accounts
- Prior BAS periods where relevant
- User access and permissions
- Connected apps and integrations
Xero Cleanup & Catch-Up Bookkeeping
If your Xero file has fallen behind or contains errors, ongoing bookkeeping should not simply continue on top of unresolved problems.
We can first review the file, identify what needs attention and separate any cleanup or catch-up work from the ongoing bookkeeping service.
Once the underlying records are back in order, a regular bookkeeping schedule can be established to help keep the file current.
Common Signs Your Xero File Needs Attention
- Old unreconciled transactions
- Bank balances that do not match
- Duplicate entries
- Incorrect GST coding
- Old unpaid invoices that have actually been paid
- Supplier bills showing as outstanding incorrectly
- Payroll balances that do not reconcile
- Suspense accounts building up
- Reports that no longer make sense
- BAS preparation requiring large last-minute corrections
How Our Xero Bookkeeping Service Works
Review Your Current Xero Setup
We begin by understanding how Xero is currently being used, what bookkeeping tasks are being completed and whether anything needs correcting first.
Agree on the Bookkeeping Scope
We agree on the tasks we will manage, the bookkeeping frequency and what information or access we need from you.
Bring the File Up to Date
If catch-up or cleanup work is required, we address this separately before or alongside the start of regular bookkeeping.
Manage the Ongoing Bookkeeping
We complete the agreed reconciliations, transaction coding, payroll, accounts management and other bookkeeping tasks according to the agreed schedule.
Keep You and Your Accountant Informed
We contact you when information is required and keep the Xero records organised for reporting, BAS work and your accountant or tax agent.
How Often Should Your Xero Bookkeeping Be Updated?
The right bookkeeping frequency depends on how much financial activity your business has and what needs to be managed.
Weekly
Often suited to businesses with regular payroll, high transaction volumes, active debtor management or frequent supplier activity.
Fortnightly
Can suit businesses where bookkeeping needs regular attention but does not require weekly processing.
Monthly
May suit smaller or lower-volume businesses where payroll and transaction activity allow bookkeeping to be handled less frequently.
We recommend a frequency based on the actual workload and service requirements rather than applying the same schedule to every client.
Xero Works Best When the Whole Bookkeeping Process Is Connected
Xero is the accounting system, but the quality of the information inside it depends on how consistently the underlying bookkeeping is managed.
Bank reconciliation affects BAS reporting. Payroll creates accounting entries and liabilities. Customer invoices affect debtor reporting and cash flow. Supplier bills affect accounts payable and expense reporting.
Keeping these processes connected helps make Xero a more reliable source of financial information.
Need BAS support?
Need payroll managed too?
Need clearer financial reporting?
Moving From MYOB to Xero?
If you are currently using MYOB and want to move to Xero, we have a dedicated migration service for that process.
The migration page explains how we prepare the existing records, establish the new Xero file and check the transition before ongoing bookkeeping begins.
Why Use My Bookkeeper Perth for Xero?
Hands-On Xero Bookkeeping
We use Xero as part of day-to-day bookkeeping work, including reconciliations, payroll, BAS preparation support, accounts management and financial reporting.
A Workflow Built Around Your Business
We tailor the Xero bookkeeping process around your transaction volume, payroll requirements, accounts and reporting needs rather than applying the same workflow to every client.
Registered BAS Agent Oversight
My Bookkeeper Perth is led by Registered BAS Agent Justine Jarratt, bringing more than 19 years of bookkeeping experience to the work we perform.
We Work With Your Accountant
We keep the Xero file organised so your accountant or tax agent can access reliable bookkeeping records when they need them.
Trusted by Businesses Across Perth
Your Xero Bookkeeping Is Led by Experience
Justine Jarratt - Registered BAS Agent
Justine has more than 19 years of bookkeeping experience and leads My Bookkeeper Perth’s Xero bookkeeping services.
Her practical experience covers ongoing bookkeeping, BAS, payroll, Xero file management and financial reporting for Perth businesses.
What Our Clients Say
Frequently Asked Questions About Xero Bookkeeping
A Xero bookkeeper manages the day-to-day financial records within Xero. Depending on the agreed service, this can include bank reconciliation, transaction coding, accounts payable and receivable, payroll, BAS-related bookkeeping and reporting.
Yes. We can review your existing Xero file first, identify any outstanding bookkeeping issues and then establish an appropriate ongoing bookkeeping process.
Yes. Where required, we can review the existing file, identify what needs correcting and complete agreed cleanup or catch-up work before moving into regular bookkeeping.
Depending on the business, bookkeeping may be completed weekly, fortnightly or monthly. The appropriate frequency depends on transaction volume, payroll, accounts management and reporting requirements.
Yes, where payroll forms part of the agreed service. We also have a dedicated payroll service for businesses requiring regular payroll support.
My Bookkeeper Perth is led by a Registered BAS Agent. Where BAS services are included, we use the bookkeeping records maintained in Xero as part of the BAS preparation process.
Yes. We can work alongside your accountant or tax agent and keep the Xero file organised so they can access the records they require.
Yes. We provide a dedicated MYOB to Xero migration service for businesses moving their bookkeeping to Xero.
No. If you are considering Xero or need help establishing the bookkeeping process, we can discuss your current setup and recommend the appropriate next step.
Not necessarily. The right accounting software depends on how the business operates, the features it needs and the systems already in use. We can discuss your bookkeeping requirements before recommending how Xero should fit into the process.
Need Help With Your Xero Bookkeeping?
Tell us what is happening with your Xero file and what you would like help with. Whether you need ongoing bookkeeping, a file cleanup, payroll support or help getting an existing Xero setup back under control, we can discuss the current position and explain the next step.