Services
Xero Certified bookkeeping and advisory services backed by 25+ years of small business finance experience.
Monthly Bookkeeping
Reliable ongoing bookkeeping support for small businesses.
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Bank reconciliations
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Credit card reconciliations
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Expense reconciliations
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Monthly financial reports
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CPA ready books
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Ongoing support
Starting at $500/month
Cleanup & Catch-Up Bookkeeping
Behind on Your Bookkeeping?
Whether you're months or years behind, I can organize and reconcile your financial records so you can move forward with confidence.
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Historical cleanup
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Account reconciliations
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Error correction
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Financial organization
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Tax preparation support
Xero Setup, Review & Optimization
Already using Xero but unsure if everything is configured correctly?
I help small businesses improve efficiency, reporting and workflows inside Xero.
Services may include:
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Chart of accounts review
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Bank feed setup
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Bank rules
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Workflow optimization
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Xero bookkeeping best practices
Why Clients Work With Navigate Bookkeeping
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Xero Certified Advisor
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25+ years of small business experience
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Personalized service
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Responsive communication
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Clear financial reporting
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Tax-ready financials
Ready To Simplify Your Bookkeeping?
Schedule a free consultation to discuss your bookkeeping needs and determine whether Navigate Bookkeeping is the right fit for your business.