Our Bookkeeping Service Process

Our bookkeeping service aims to provide you with prompt and accurate service on a regular basis. When you engage Fullstack Advisory, we will introduce your key contacts and advise you of your scheduled bookkeeping cycle in accordance with your engagement.

What We Require from You

We ask that you use Hubdoc or the email service to submit any invoices, receipts, or expenses on a regular basis.

We also recommend logging in to Xero regularly to review upcoming bills, outstanding payables, and overdue customer invoices, and to monitor your cash flow and account balances.

Additionally, we recommend that you log into Xero each month to review the P&L and Balance Sheet reports, as well as any Actual vs. Budget reporting you may have set up.

How We Act

We will:

• Review all invoices and receipts submitted through Hubdoc during your designated processing cycle
• Review and reconcile bank account transactions
• Email you for any requests for clarification, additional information, or questions regarding bank transactions. We kindly ask that you respond as soon as possible to help us complete your reconciliations in a timely manner

Please note that receipts uploaded to Hubdoc may not appear in Xero immediately and may be processed during your next scheduled bookkeeping cycle. Similarly, submissions or queries received outside your scheduled processing cycle may be handled separately from your regular bookkeeping workflow.

If you have any questions about your bookkeeping, you can contact your assigned bookkeeper directly via email or book a quick call using the booking link in their email signature.

Important Notes:

Timely responses help us keep your books accurate and up to date.

On occasion, people inquire about the location of our bookkeepers. Our bookkeeping team is made up of full-time Fullstackers located across the globe, including the Philippines, enabling us to provide reliable and efficient support to our clients.