How we provide you updates from our team.
As part of our bookkeeping services, your bookkeeper will correspond with you on a monthly basis (or more regularly) to let you know that we've finished processing your information and to let you know if there are any remaining questions.
What we generally cover:
- unreconciled bank transactions in Xero that require your input;
- receipts in Dext that do not appear in Xero and require clarification
- any other relevant information, such as BAS/Super due dates, STP finalisation, office holidays, etc.
For those on our Xero management report service, we would also provide:
- Profit & Loss statement
- Balance Sheet
- Cashflow summary
- a Summary of any outstanding customer invoices owed to you (Accounts Receivable)
- a Summary of any outstanding bills to be paid (Accounts Payable).
We also send more general information, offers and access to free resources via our monthly newsletter so be sure to add us to your contacts to ensure updates get straight to your inbox properly!