Bookkeeping in Xero.

Gold Status Xero Partners and Certified Advisors

We are gold status Xero partners and all of our bookkeepers are Xero certified so you can trust that your accounts are in good hands. We are also Xero Payroll certified and WorkflowMax certified advisors.

Outsourcing your bookkeeping can help you sleep at night and take away your worries.

Financial Reporting Handbook

We can use Xero to input and send out your invoices, reconcile your bank accounts, follow up overdue debtors, complete your GST returns, provide monthly reporting, and even manage your accounts email inbox.

/ Inputting invoices into Xero
/ Sending quotes and invoices to your clients
/ Reconciling
/ Following up overdue debtors
/ Spreadsheet creation and charts
/ Managing your accounts inbox
/ Xero setups and conversions
/ Managing your receipts with Receiptbank
/ Financial reporting and dashboards
/ Creating custom invoice and quote templates
/ Workflow Max setup, support and management
/ Payroll set up and management in Smartpayroll and Xero Payroll

Meet our bookkeeping specialists.

Kylie May, XERO CERTIFIED BOOKKEEPER

Kylie May

XERO CERTIFIED SENIOR BOOKKEEPER

Kylie is a dynamo when it comes to crunching numbers. But she doesn’t stop there. She digs deeper to find the insights behind the data, the critical info about cash flow that business owners need. 

With a professional accounting background, and six years experience as a successful small business owner herself, Kylie has first hand project management experience and compliance knowledge. She understands challenges her clients face, and adds immediate value with her high level bookkeeping skills and Xero and Excel expertise.

But it’s not just her blend of professional and practical experience that makes Kylie more unique than you’d expect. Underneath her quiet exterior is someone with a knowledge of all things Motorsport...which may explain why she’s so driven!

Specialties:
/ High-level bookkeeping
/ Charts and financial dashboards
/ Xero and ReceiptBank setups
/ GST returns
/ Payment system setup

Karen Edmonds, XERO CERTIFIED BOOKKEEPER

Karen Edmonds

XERO CERTIFIED BOOKKEEPER

As well as setting keyboards on fire with her insanely fast typing speed, Karen is a Xero and Xero Payroll certified numbers queen who loves reconciling and reporting almost as much as she loves rugby. 

She combines her skills and trustworthiness as a treasurer on a committee, and through using tools like Airtable she manages sports teams and helps ensure fees are paid and uniforms are accounted for. 

Around the Savvy office, Karen is known for her kind and caring nature and is a solid client favourite for her ability to transcribe at the speed of light and whip accounts, bookkeeping, and payroll admin into shape.


Specialties:
/ Xero and Xero Payroll
/ Accounts and bookkeeping
/ Transcriptions
/ Database management

Testimonials.

 

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