Bookkeeping Services

Let our team of expert Xero bookkeepers design and manage a bookkeeping system that will free you up to get back to working on your business

Outsourced Bookkeeping Services

Are you ready to get back to doing the things you love?

Let our team of expert Xero bookkeepers design and manage a bookkeeping system that will free you up to get back to working on your business with the confidence that we are taking care of the numbers. Our packages are completely customised to your business needs and based on fixed fee pricing, so there are no surprises.

We work with small business clients across a range of industries including trades, hospitality, transport, automotive, agriculture, NDIS providers, professional services and more. Heart Bookkeeping was born in the cloud, just like Xero, so we’re able to support small business owners right across Australia. This allows you to get access to the best bookkeeping services regardless of where you are located! What you can expect when you work with Heart Bookkeeping:

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Professional and
Personalised Service

Support you every step of the way

At Heart Bookkeeping, we understand the unique challenges small business owners face. That’s why our bookkeeping services are designed with you in mind. We’re not just another faceless bookkeeping firm; we’re a dedicated team that genuinely cares about your business’s success. When you partner with us, you gain instant access to a reliable, professional, and knowledgeable team of bookkeepers who are ready to support you every step of the way.

Xero Experts

100% of Heart Bookkeeping’s clients are using Xero which means we’re using Xero every day for every bookkeeping task you can imagine.

All our bookkeepers are Xero Certified and Xero Payroll Certified Advisors and complete Xero training on a quarterly basis to ensure they are always up to date on the latest features and changes in Xero.

Bookkeeping led by accountants

Our bookkeepers are trained and supported by qualified accountants so you can be confident in the quality and accuracy of our work and know that we’ve got all your ATO reporting requirements covered.

It also means we know what your accountant needs come tax time and can deliver them a beautiful Xero file, making the end of financial year a seamless and pain-free process for everyone.

Collaboration with
Your Accountant

We work with your accountant to achieve the best outcomes for your business. From ensuring that between us we have your compliance obligations covered to touching base with them throughout the year to update them on your businesses financial performance, this collaborative approach gives you more value from your team of advisors.

Responsive Phone
and Email Support

We’re here to support you whenever you need us. Our dedicated team is just a phone call or email away to answer your questions and provide assistance.

At Heart Bookkeeping, our mission is to simplify your small business finances, so you can focus on what matters most to you – growing your business and doing what you love. Our comprehensive range of bookkeeping services, personalised approach, and unwavering commitment to your success set us apart as the ideal partner for small business owners like you. Say goodbye to financial stress and hello to a brighter, more prosperous future with Heart Bookkeeping by your side.

Introducing Xero

Xero Services

Introducing Xero, the ultimate online accounting solution for modern small business success!

Xero is the number one cloud-based accounting platform for small to medium sized businesses in Australia and we’re so in love with it that we built our entire business around it.

Xero Setup

Join the millions of businesses worldwide that trust Xero to revolutionise their financial management.

Xero Training

Whether you’re a newbie to Xero or simply want to enhance your skills, we offer two fantastic options that will help you harness the full potential of Xero.

Areas We Service
Phone
Opening Hours
Mon - Fri
9:00am - 4:00pm
Sat - Sun
Closed
Office Information

Nestled in the picturesque Northern Rivers region of New South Wales, Lismore is a vibrant and culturally rich city that beckons residents and entrepreneurs alike. With its stunning natural surroundings, a thriving economy, and a strong sense of community, Lismore and its surrounding areas offer an appealing blend of lifestyle and business opportunities.

Phone
Opening Hours
Mon - Fri
9:00am - 4:00pm
Sat - Sun
Closed
Office Information

Hobart, the capital city of Tasmania, is a charming and picturesque destination situated at the southernmost point of Australia. Known for its stunning natural beauty, vibrant arts scene, and thriving economy, Hobart is an ideal place to live and conduct a small business.

Phone
Opening Hours
Mon - Fri
9:00am - 4:00pm
Sat - Sun
Closed
Office Information

Located in the tropical north of Queensland, Townsville is a thriving city renowned for its unique blend of natural beauty, economic opportunities, and welcoming community. With its stunning landscapes, strong economy, and numerous amenities, Townsville has become an attractive destination for both residents and entrepreneurs looking to start or expand their small businesses.

Phone
Opening Hours
Mon - Fri
9:00am - 4:00pm
Sat - Sun
Closed
Office Information

Heart Bookkeeping was intentionally built in the cloud, providing services to our clients from day one on a remote basis. And although we’ve expanded our physical footprint to include Lismore, Hobart and Townsville, we’ve been very intentional about designing our offering to ensure all business owners in Australia can access and benefit from the services we offer.

We work on your business remotely using Xero accounting software. We are available by phone or email and we customise our bookkeeping solutions to meet the changing needs of your business. Our fixed fee pricing structure means no nasty bill surprises and ensures we’re always working hard to create efficiencies in your bookkeeping processes.

We understand that each small business owner is at a different stage in their business journey so we have packages that support you through each of these stages. Those ready to get on top of their cash flow struggles should check out “The Cash Flow Project”

Why pay for the time spent rather than the results achieved? We don’t charge an hourly rate, but instead provide you with a fixed fee solution so you know exactly what to budget for, providing you with cost predictability and removing the possibility of bill shock.

Fixed fees align our interests with yours as we have every reason to make your bookkeeping processes more streamlined and reduce the amount of time you spend on bookkeeping related tasks.

At Heart Bookkeeping we only use and recommend Xero online accounting software. Born in the cloud just like us, Xero provides small business owners with a user-friendly accounting experience and can handle all your day-to-day bookkeeping tasks as well as connecting with over 1,000 apps to simplify tasks such as payment collections, inventory, job management, CRM and more.

If you’re currently using another accounting software or struggling on excel, Heart Bookkeeping can get you set-up on Xero and transfer your important contact, payroll and other business information across so that you’re up and running in no time.

Yes we do! Depending on your learning style you can choose between two different delivery methods for your Xero training with us:

  1. Self-Paced Online Xero Training ($49 per month)
    This is an affordable option for those who want to get their head around the basics of using Xero. Our training videos take you through the basics of each area of the Xero platform and give you access to downloaded checklists so you can ensure you’re on the right track.

    We’re always adding new content to the training portal so you can build on your basic knowledge over time and gain confidence in the quality of your Xero numbers.
    Learn more here 

  2. One-on-one Training via Zoom or in person ($550)
    This Xero training option is suited to those who want a customised approach to their Xero education. It’s a way to fast-track your learning as we customise this training to focus on the areas that are relevant to your business and you can ask us questions that relate to your business and your Xero file.

    You get 2 hours with one of our Xero certified gurus + up to one hour of additional phone and/or email support in the 2 weeks following your training session.
    We also give you FREE access to our Xero Online Training platform for one month so you can access our downloadable checklists and additional training content.
    Learn more here 

We believe you get the best value out of working with us when we connect with your accountant so we’re all working together.

During the onboarding phase we reach out to your accountant to introduce ourselves and give them an overview of the services you’ve engaged us to deliver. We ask them to provide us with information that will help us do our job and that will ensure we provide them with a Xero file they’ll love.

We also touch base with them at key points in the year to update them on your business performance and get guidance from them on varying the business’s quarterly tax instalments you’re paying to the ATO if needed. After the end of the financial year we send them all the information we know they’ll need to get started on your tax and financial statements and make ourselves available for any queries they may have.

Coming from a public practice background, the leaders at Heart Bookkeeping have been on the receiving end of client and bookkeeper-prepared Xero files just like you, and know the difference a great bookkeeper can make to both your client and your accounting firm.

Heart Bookkeeping partners with responsive and proactive accountants and accounting firms to get the best outcomes for our mutual clients. Not only do we provide you with beautiful Xero accounting files and year end workpapers, we flag any changes in the client’s business that may require your advice and expertise. We also handle all your client’s Xero and transaction level queries so you have more time to spend on services such as tax planning and business structuring that will make a real difference to the lives of your client.

Find out how you can partner with Heart Bookkeeping here 

Experience more time and less stress
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