DIY YOUR XERO BOOKKEEPING
without the guesswork or stress.
For business owners who want to stay in control without doing it all alone
You’re in the early stages. You're managing your own books in Xero because outsourcing just isn’t realistic right now. But that doesn’t mean you should be left to figure it all out on your own.
Our Peace of Mind + BAS Lodgement package gives you expert monthly reviews, quarterly BAS lodgements and ongoing support so you can do it yourself with total clarity and confidence.
Xero users only. No lock-ins. Total peace of mind.
LET’S BE REAL
THIS IS WHAT IT ACTUALLY LOOKS LIKE RIGHT NOW
You’re constantly worried you’ve made a tax mistake
You’re not sure if you’re reconciling your books properly or at all
You’re kind of guessing when it comes to cash flow
Opening Xero makes you want to close your laptop again
You just don’t have the budget for a full bookkeeper yet
Your receipts and invoices are scattered across inboxes and bags
You’re doing your best but you’re also doing it alone and it’s exhausting.
YOU’RE NOT READY TO FULLY INVEST, BUT YOU KNOW YOU WANT US IN YOUR CORNER
You’re running lean. Maybe you’re still building your client base. You’re smart with your cash and want to understand your numbers but that doesn’t mean doing it completely alone.
You’re not here for shortcuts. You’re here to grow a business built on solid systems and smart decisions.
You need:
Someone to check your Xero file each month so you know you're on track
Support that gives you confidence, not confusion
BAS lodgements handled professionally, without having to Google your way through it
A system that grows with you until you're ready to fully outsource (if ever)
WHAT IF YOU COULD DO IT YOURSELF WITH TOTAL CONTROL
Imagine knowing your numbers are spot-on every month.
No more late-night stress over whether your books are correct.
No more rushing to lodge your BAS at the last minute.
No more feeling like you’re just “hoping for the best” with your finances.
Instead, picture yourself staying in control while having expert support when you need it.
The perfect solution for business owners who do their own books but want expert backup.
Monthly Xero Review
We’ll check up to 2 bank accounts in Xero to ensure accuracy.
Quarterly BAS Lodgement
Relax knowing your BAS is lodged correctly by a tax accountant.
Personalised Support
A 45-minute Zoom call each quarter to go through your
books and answer your questions.
Unlimited Email Support
Got a question? We’re here to help.
You do the bookkeeping.
We make sure it’s right.
Peace of Mind + BAS Lodgement is just $250/month
expert support without the cost of outsourcing.
OPTIONAL ADD-ON: DON’T HAVE XERO SET UP PROPERLY YET? LET’S GET YOU SORTED.
Start Strong with Clean Systems Built for DIY Success
You don’t need a full-time bookkeeper you just need a clean, powerful setup that helps you stay in control from day one. If you're starting fresh or your current Xero setup feels messy, this one-off setup package is made for you.
What You’ll Get:
Full Xero Account Setup
Clean, compliant, and tailored to your businessCustom Chart of Accounts
So you never wonder “what category is this?”Automated Bank Rules
Save time with every single reconciliationGST, Payroll & ATO Settings Check
Peace of mind from the startLive 1:1 Zoom Walkthrough
We'll walk you through your setup so you're fully confidentDIY Cheatsheet & Workflow Tips
Know exactly how to maintain your books moving forward
You’ll be set up to succeed—with everything working smoothly in the background.
One-time setup: $480
No recurring fees. Just a strong foundation and full control.
WHAT YOU GET INSIDE THE PACKAGE
Expert Review Every Month
We’ll check your Xero data for accuracy and alert you to any fixes needed.Clear, Actionable Feedback
No vague finance jargon just clear guidance so you always know what to do.Quarterly Strategy Call
A one-on-one session to discuss your numbers, ask questions, and plan ahead.Zero-Stress BAS Lodgement
Your BAS is handled on time, with no last-minute scrambling.Ongoing Email Access
Need a quick answer? Get direct access to expert support when you need it.
No lock-in contracts. Cancel anytime with 30 days’ notice.
BUT DOES THIS REALLY WORK?
“I finally feel in control of my books!”
"Before this, I was always second-guessing my bookkeeping. Now, I feel confident, and knowing my BAS is handled correctly has lifted a huge weight off my shoulders!" – Emily
"The expert feedback is a game-changer. I still manage my own books, but I have peace of mind knowing everything is accurate." – Colin
ANSWERING YOUR QUESTIONS
What if I make a mistake in my bookkeeping?
No worries! Our monthly review will catch any errors so you can fix them before they become a problem.
Do I need to be good at bookkeeping to use this service?
Not at all. This service is designed for business owners who are learning as they go. If you’re new to Xero or not 100% confident, you can include a complete Xero setup and 1:1 training when you sign up. We’ll show you exactly what to do day-to-day, so you feel clear and capable from the start.
How do I pay?
Simple $250/month, billed automatically each month via Stripe.
What businesses is this for?
This is perfect for business owners who want to stay hands-on with their books but want expert eyes on everything.
You don’t want to fully outsource but you don’t want to do it completely alone either.
What if I need more support?
We’ve got you. If you ever feel like you need extra help beyond your monthly review and BAS lodgement, you can book a one-off strategy session at any time. Whether it’s a deep dive into your numbers, help interpreting your reports, setting up better systems or just figuring out what the heck is going on in Xero. You’ll get focused advice without having to commit to full outsourcing.
Keep control of your bookkeeping with the support and oversight of a professional.
Stay compliant and stress-free
Have an expert double-check your work
Get personalised support without outsourcing everything