When bookkeeping has fallen behind or historical issues have accumulated, the goal isn't simply to reconcile the bank. Strategic Growth Hub investigates the underlying problems, corrects the records and rebuilds your Xero file so your financial information can be relied upon again.
Xero clean ups can range from simple catch up work through to a more detailed tax-ready review. Some files simply need bank reconciliations and bills brought up to date. Others need a deeper review of accounts payable, accounts receivable, payroll, BAS periods and balance sheet accounts.
This is a focused project designed to get your accounts accurate, up to date and ready for BAS, tax, reporting or handover to your accountant.
Every project is different. Some businesses simply need overdue bookkeeping brought up to date, while others require a detailed review of historical transactions, balance sheet accounts and compliance before the file can be relied upon again.
Bringing overdue bookkeeping up to date through bank reconciliations, supplier bills, transaction coding, missing documentation and historical processing.
Reviewing GST treatment, BAS periods, unreconciled transactions and other issues that may affect compliance before lodgements are completed.
Reviewing balance sheet accounts, payroll, superannuation, loans, receivables and payables to restore confidence in the financial records before accountant handover.
With extensive bookkeeping and BAS experience, we can quickly identify what needs to be fixed, what can be cleaned up efficiently, and what needs accountant input before changes are made.
The goal is simple: get the file caught up, clean up the obvious issues, flag anything that needs review, and give you back a Xero file you can rely on.
A real client file on intake — every account behind, payroll unprocessed, four quarters of BAS outstanding. This is what a neglected Xero file actually looks like, and what a proper catch-up delivers.
Every clean up project is different, but the process remains the same.
We discuss what is behind, what needs to be done and any important deadlines you are working towards.
We review your Xero file and assess the scope, volume and complexity of the clean up required.
You'll receive a tailored quote based on the condition of the file and the work required.
We complete the agreed catch up work, reconciliations and account reviews.
We provide a summary of what was completed, any issues identified and recommendations moving forward.
Clean up and catch up projects are quoted after discovery because every file is different. The price depends on how far behind the file is, the transaction volume, number of accounts, payroll complexity, BAS periods involved and whether a balance sheet review is required.
Once we understand the file condition and the outcome required, we will provide a clear quote before any work begins.
Many businesses choose to continue working with SGH after their clean up project is complete. Once your bookkeeping is accurate again, we can continue managing the finance function so it stays that way.
If you're ready to hand over the day-to-day bookkeeping, payroll, BAS and monthly reporting, we can provide ongoing finance support tailored to your business.
There is absolutely no obligation to continue beyond the clean up. Many businesses simply want their Xero file corrected, brought up to date and ready for their accountant or internal team to manage going forward.
Every clean up project begins with understanding what has happened, what needs to be corrected and the most efficient path forward. Complete a short application and we'll review your situation before providing a tailored recommendation and fixed project scope.