Xero Bookkeeping Services for Small Businesses
Xero makes reconciliation fast, but speed is not the same as accuracy. AccoTiva provides remote Xero bookkeeping that keeps your bank reconciliation current, your app integrations tidy and your reports ready to share with lenders, partners and your accountant.
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Problems we solve
- Bank statement lines are reconciled to the wrong contacts or accounts just to clear the queue.
- Integrations such as A2X, Stripe or a POS post summaries that nobody checks against payouts.
- Tracking categories exist but are applied inconsistently, so segment reports are unreliable.
- Old unreconciled items and suspense balances make the balance sheet hard to trust.
- Multi-currency balances in USD and CAD are not revalued or reviewed.
What’s included
Bank reconciliation
Daily or weekly reconciliation of bank, card and payment-processor statement lines, with supporting notes for anything unusual.
Bills and invoices
Entry or review of supplier bills, customer invoices, credit notes and payments, kept aligned with your approval process.
Tracking categories
Design and consistent use of tracking categories for departments, locations, projects or channels.
App stack upkeep
Monitoring of connected apps including A2X, Dext, Hubdoc and payment gateways, and reconciliation of clearing accounts.
Multi-currency review
Review of foreign-currency accounts and balances for businesses operating across the US and Canada.
Monthly reports
Profit and loss, balance sheet, aged receivables and payables, and a short written summary.
Benefits for your business
- A reconciliation screen that reflects reality, not just a cleared queue.
- Segment reporting you can rely on.
- Clearing accounts that tie out to platform payouts.
- Year-end files that need far less correction.
Who this service is for
Small businesses that already use Xero, e-commerce brands using Xero with A2X or similar connectors, agencies and service firms that rely on tracking categories, and Canadian or cross-border companies working in more than one currency.
How we work
- Free consultation. A 30-minute call about your business, software and goals.
- Fixed-fee proposal. A written scope and price, usually within 48 hours.
- Onboarding. Secure access to your accounting software, banks and apps, plus any cleanup needed.
- Ongoing delivery. Work completed on a set schedule, with reports and a bookkeeper you can reach.
Frequently asked questions
Do you only work with Xero?
No. We support both Xero and QuickBooks Online. If you are deciding between them, our guide comparing QuickBooks and Xero explains the trade-offs.
Can you fix an untidy Xero file?
Yes. We start with a review of unreconciled items, suspense balances and integrations, then provide a fixed quote for the cleanup before monthly work begins.
Will I keep access to my Xero organisation?
Yes. The subscription stays in your name and we join as an invited user with the permissions you approve.
Do you support Hubdoc or Dext?
Yes. We can work with either tool to capture receipts and bills and link source documents to transactions.
Related services and resources
AccoTiva provides bookkeeping and accounting support. We do not prepare tax returns or process payroll; we work alongside your CPA or tax advisor.
Talk to us about Xero Bookkeeping Services
Tell us about your business and current bookkeeping setup. We reply within one business day.