Cloud bookkeeping that keeps your New York or New Jersey business organized.
Keep your books current with organized transaction recording, reconciliations and reporting using cloud accounting tools such as QuickBooks Online and Xero. We build practical workflows around the way your New York or New Jersey business operates.
THE XIVO WORKFLOW
Cloud bookkeeping
without the clutter.
Our process keeps your books organized, your deadlines visible and your financial information ready when you need it.
Bookkeeping setup & cleanup
Bring existing records into a consistent bookkeeping structure and identify anything that needs attention.
Bank & credit-card reconciliation
Match transactions to source records so account balances stay accurate and reviewable.
Accounts payable & receivable support
Keep bills, customer balances and supporting records organized for better financial visibility.
QuickBooks Online & Xero workflows
Use cloud accounting tools to reduce manual work and keep financial information accessible.
Monthly financial reporting
Receive organized reports that make it easier to understand cash flow, profitability and your current financial position.
Ongoing bookkeeping review
Regular review helps identify missing information, unusual transactions and recurring bookkeeping issues.
Built around your business
Professional support without adding another layer of complexity.
We work from the records and systems your business already uses, then create a clear process for recurring work, review and reporting.
That means you can spend less time chasing financial admin and more time using reliable information to run the business.
Set up a consistent workflow for records, transactions and supporting documents.
Reconcile and review the information so issues are easier to identify before deadlines.
Turn completed work into financial information you can actually use.
Frequently asked questions
Straight answers to what business owners ask us most about this service.
What does monthly bookkeeping include?+
Monthly bookkeeping covers transaction recording, bank and credit-card reconciliations, accounts payable and receivable support, and a monthly financial report so you can see how your business is performing.
Do you work with QuickBooks Online or Xero?+
Yes. Our bookkeeping workflows are built around QuickBooks Online and Xero, and can connect with payment, payroll and eCommerce tools your business already uses.
What happens if my books are behind?+
Catch-up and cleanup bookkeeping can bring overdue or disorganized records back in order before setting up a consistent monthly workflow going forward.
How do I receive my financial reports?+
Reports are shared digitally each month through your bookkeeping platform so you can review your profit and loss, balance sheet and cash flow in one place.
Explore more
More ways Xivo Bookkeeping can help.
Cloud bookkeeping works best alongside the right tax, payroll and compliance support — here’s where to go next.
Talk to Xivo Bookkeeping
Ready to make your financial admin easier?
Tell us what you need and we’ll help you understand the next step.