Xero Accounting Services

If your business runs on Xero, BooksNest helps you maintain clean books and dependable reporting. Our approach is built around consistent reconciliations, a strong chart of accounts structure, and a monthly close process that reduces surprises.

Xero monthly bookkeeping

We reconcile bank feeds, categorize transactions with stable rules, and keep your ledger consistent. We also review exceptions and clarify unclear transactions so your reports remain reliable.

  • Bank feed review and reconciliation
  • Expense categorization + rules
  • Customer/vendor list cleanup
  • Monthly close and final statements

Setup, cleanup, and structure

A strong setup makes everything easier. We help with account structure, tracking categories, and workflows for invoices and bills—so your system stays organized as you grow.

  • Chart of accounts improvement
  • Tracking categories or projects guidance
  • Invoice workflow support
  • Catch-up bookkeeping

Monthly reports you can use

We deliver Profit & Loss, Balance Sheet, and Cash Flow reports with notes. You’ll understand what changed and why.

Audit-ready documentation

Clean documentation supports tax time and financial reviews. We help set a simple receipt/invoice workflow.

Business-friendly explanations

We explain results in plain language so you can make decisions faster—without accounting overload.