At J A Neale, we provide outsourced bookkeeping services tailored for small businesses and sole traders, using Xero, a leading cloud-based accounting software. Our focus on Xero allows us to deliver efficient, high-quality service to help you manage your finances effectively.

Running a business involves many tasks, and keeping your accounts in order can be challenging. We partner with you to ensure your financial records are accurate, organized, and up to date, using Xero’s online platform to streamline the process.

We begin by setting up the right systems and structures to keep your paperwork organized, making it easier to maintain clear and accurate records.

• Purchase/Sales Invoice Processing: Efficient handling of your invoices.
• Bank Reconciliations: Ensuring your financial records align with bank statements.
• Payroll Journals: Managing payroll entries accurately.
• Trial Balance: Verifying the accuracy of your accounts.
• VAT Returns: Preparing and submitting VAT returns.
• Management Accounts: Providing internal reports for business decisions.
• Profit & Loss Accounts: Offering insights into your financial performance.
• Annual Draft Accounts: Preparing documents for your accountant’s year-end work.

Bank reconciliation involves comparing your business’s financial records with your bank statements to ensure accuracy. This process confirms that your cash account balances match the bank’s records, identifying any discrepancies.

• Monthly Reconciliation: Perform this when your bank statement arrives to track income and expenses and ensure accuracy.
• It prevents errors from accumulating, making year-end processes smoother.
• For businesses without in-house expertise, reconciliation can be time-consuming, which is why many choose to outsource this task.

• Reconciling bank statements with your financial records.
• Reconciling credit card statements with your financial records.
• Completing year-end reconciliations.

• Automatic Bank Feeds: Your bank account connects to Xero, importing transactions seamlessly.
• Regular Updates: Xero stays current without the need for software upgrades.
• 24/7 Accessibility: Access your accounts anytime, anywhere.
• Add-Ons: Integrate with a variety of cloud-based tools to enhance efficiency.
• Mobile Access: Manage your finances on the go with Xero’s smartphone app.
• Insightful Reporting: Gain access to clear management information to support your business.

We offer flexible services tailored to your needs, allowing us to handle as much or as little of your bookkeeping as required.

Our bookkeeping services prices are dependent on the volume of transactions, additional services, and the level of detail your business requires.

Contact us today to learn how J A Neale can help keep your finances organized and support your business’s success.