Xero bookkeeping services inside your own Xero organization. We match every bank line to its document, keep the Reconcile tab at zero and lock each finished month. One flat monthly fee, and the organization stays yours.
Xero · Bank reconciliation
0 items to reconcile
Business checking
$84,210
Xero business card
$6,940
Savings
$120,000
Certified on the platforms your business already runs on
Xero bookkeeping services keep your existing Xero organization matched, reconciled and closed each month. We match bank lines to the invoices and bills they belong to, and keep the rules and feeds underneath accurate. The subscription and data stay in your name.
Most businesses use about a third of what Xero can do. Bank rules are set once and never checked. Hubdoc is never switched on. Tracking categories sit unused, and the Reconcile tab creeps into the thousands. None of that is a software failure. It is what happens when a busy owner runs a powerful tool. A Xero bookkeeping service closes that gap. If you need more, Xero accounting services add an accrual close and reports your CPA can use.
The full monthly cycle in Xero, plus the setup that stops the Reconcile tab from filling up again.
The daily task Xero is built around, kept at zero rather than left to grow.
Each statement line matched to its invoice, bill or receipt, not coded blind.
Rules checked so repeat suppliers and customers code themselves correctly.
Bills and receipts pulled in and attached to the lines they support.
Duplicate suppliers and customers merged so reports by contact mean something.
No forced migrations and no proprietary portal. We plug into your existing stack, or help you pick the right one during onboarding.
Every line matched, every month locked, and nothing left waiting on you by the time reports go out.
Most Xero organizations use a fraction of what the plan includes. Hubdoc sits unused. Tracking categories are never set up. Repeating invoices are typed by hand each month. Switching those on often saves more time than the bookkeeping itself.
Coding a bank line to an account clears it off the screen. Matching it to its invoice or bill is what makes the ledger hold up later. It takes longer. It is the difference between books that survive a lender's questions and books that merely balance.
Some providers export your data into their own system, so leaving costs you your history. We join your Xero organization with the Advisor role. You stay the subscriber. The history and notes log shows what we did, and you can remove us in one step.
Xero is excellent software. Left alone, though, it suggests matches and then waits. Here is what changes when someone acts on them.
It starts by reviewing the organization, not changing it. After that, lines are matched daily and each month is locked on fixed dates.
Day 0
Half an hour on your business and a look at the Xero file. How many lines sit unreconciled? Do the clearing accounts balance?
By the next day
One monthly fee in writing. If the organization needs fixing first, the cleanup gets its own separate quote.
Day 2
You invite us with the Advisor role. We check rules, contacts, tax rates and clearing accounts before touching a reconciliation.
Every weekday
Statement lines matched as they arrive, so questions reach you while the details are fresh.
First week
Every account reconciled in Xero against its statement. Payroll, tax and accruals posted, then a lock date set.
Second week
A reviewer checks matches against source documents and asks about any line coded without one.
By day 10
Xero's P&L, balance sheet and aged reports, with a short note on what changed and a call if you want one.
Next month opens with the Reconcile tab at zero.
Xero roles range from read-only to full control, and it is easy to grant more than a bookkeeper needs. Here is what we ask for, and why.
We take the Advisor role Xero built for accountants and bookkeepers. You stay the subscriber and keep billing control.
Each close is prepared to a written checklist, then a second review signs it off. Review is part of the service, not an upgrade.
Every action we take shows in your organization's history and notes, under our user.
Twelix does the work itself. Your organization is not opened to subcontractors, and we add no more users than the close needs.
Owners who moved their books to Twelix, on what changed afterward.
01 of 04
Behind, stuck, or not sure the numbers are right? Send us the basics. We will review your file and tell you plainly what we find.
We already know what your chart of accounts needs to look like, which numbers matter, and where the books usually go wrong.
Payouts from every sales channel and sales tax, reconciled.
View services
Job costs, work in progress and retainage, tracked by job.
View services
Insurance claims, deposits and job cost, tracked by roof.
View services
A P&L for each property, plus escrow and owner draws.
View services
Daily POS sales, tips owed and food cost as a share of sales.
View services
Insurance payments and patient balances, matched to the bank.
View services
Cost per mile, IFTA fuel tax and driver pay, tracked.
View services
Deferred revenue, MRR and R&D tax credit support.
View services
Billable hours, work in progress and retainer balances.
View services
Restricted funds, grant tracking and Form 990 prep.
View services
Crop cycles, equipment depreciation and subsidy income.
View services
Recurring memberships, class packs and failed payments.
View services
Client deposits, vendor prepayments and margin per event.
View services
Revenue for each cohort, refunds and instructor pay.
View services
280E cost allocation and seed-to-sale reconciliation.
View services01 of 15
Xero bookkeeping at Twelix costs one flat monthly fee, based on how many bank lines and accounts you run. Xero work is never billed hourly, and there is no setup fee. One Xero organization with a couple of bank feeds sits at the low end. Multi-currency files with payroll, projects and tracking categories sit higher. The quote comes within 24 hours of a free review.
Yes, Twelix holds Xero Payroll certification, and the certificate behind that claim is our own. It matters on Xero because much of its value sits in features people never switch on. Bank rules, Hubdoc, tracking categories and repeating invoices all save hours once they are set up properly.
Xero bookkeeping covers matching every bank line to its invoice, bill or receipt, then closing and locking the month. We keep bank rules accurate so repeat items code themselves. We chase the documents that make matches possible. You get a P&L, balance sheet, cash flow and aged receivables and payables straight from Xero.
No, Xero sells software, not bookkeeping, and points owners to its advisor directory for help. That directory lists outside bookkeepers and accountants who work in Xero. Twelix joins your organization with the Advisor user role. We then run the monthly reconciliation and close for a flat fee.
Yes, Xero cleanup is quoted as its own project, then the file moves onto the monthly close. Typical work clears a Reconcile tab thousands of lines deep and fixes rules that miscode a supplier. We also balance suspense and clearing accounts, merge duplicate contacts and redo months that were locked too early.
Yes, and a QuickBooks to Xero migration is more than moving data. The chart of accounts should be rebuilt for Xero, not copied across. Bank feeds and rules are set up fresh. Both systems are reconciled so opening balances agree, and we confirm they match before the old file is retired.
Yes, we set up Hubdoc and connect the apps you already use to Xero. Hubdoc pulls in bills and receipts and attaches them to the right transaction, so nobody chases paper by email. We also connect Stripe, Shopify, Square, Gusto and Bill.com, so data flows in once instead of being typed twice.
Yes, we work in both, so we can tell you honestly whether a switch is worth the effort. The right choice depends on your apps, your CPA and how you invoice. Xero gives every plan unlimited users. QuickBooks Online has a larger network of U.S. accountants and add-on apps.
Xero cleanup, migrations, Xero accounting services and tax each get their own scope and price. Your monthly Xero fee stays one fixed number.
Your books kept current, closed and reported by the 10th.
Learn moreMonths or years of backlog rebuilt and reconciled.
Learn moreCertified ProAdvisors running your QuickBooks file properly.
Learn moreAccrual close and month-end analysis without a hire.
Learn moreFederal and state returns filed from books kept current.
Learn more01 of 05
Book a free 30-minute review of your Xero organization. You will hear plainly what needs fixing, and get a flat quote within 24 hours.
Free Xero reviewAdvisor role onlySet up in 48 hours
