Accelerate your Accounting firm with beautiful Xero files by Heart Bookkeeping

We understand the headaches that messy books and missing information create for Accountants. The time suck on your team’s limited time having to constantly chase clients for query answers, reworking the client’s data because they are struggling to manage their own bookkeeping, having your qualified accountants spending time answering basic Xero queries or providing over the phone support that you’re not getting paid for. These are all things that can be solved by partnering with a team of experienced bookkeepers who truly care about your client’s success.

Book a discovery call with Heart Bookkeeping
Accelerate your Accounting Practice

Heart Bookkeeping

We have been solving pain points for Australian Accountants for many years and are constantly praised by our Accounting partners for the difference we’ve made to their internal turnaround times, team engagement, client satisfaction and job profitability.

If you’re ready to accelerate your Accounting practice so you can get back to providing high-valued taxation, business strategy and wealth building services for your clients, get in contact with us today.

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How your Firm Benefits

Heart Bookkeeping was born when the founder, Jaime Bates, was working as a qualified CA in public practice. She saw how the quality of information that arrived on her desk at the commencement of a job could vastly affect the life-cycle of the job within the office. As well as the write-offs that ensued, with qualified team members spending time doing low end processing and providing basic Xero support.

Imagine if instead your client’s Xero files were always up to date and prepared to the highest quality standards. Your clients had access to a team of Xero Experts to support them with their day-to-day queries and who actively worked with them to improve their bookkeeping processes. At year end your team’s inbox pings with an email from the Heart Bookkeeping that lets you know the client’s Xero file is ready for you to book in their work and contains all the workpapers your team will need to complete the job from end to end in one sitting.

You’ve just imagined life when you partner with Heart Bookkeeping.

Here’s how Heart Bookkeeping can accelerate your Accounting Firm:

Our firm is led by a team of qualified accountants. Together with this expert oversight, we embed AI-driven quality checking into our detailed workflow procedures to ensure your client’s Xero files are accurate and clean and all information is provided to you in one neat package after 30 June. This means faster turnaround of client work at your end, increased profitability and frees up time for your team to work on higher value work that will make a positive impact to your client’s business and financial future.

We work closely with your firm to ensure all client service and reporting requirements are covered without overlaps. We also touch base at various times during the year to exchange information and get your advice on things like PAYG Instalment variations (if you’ve opted for us to take care of Activity Statements).

Rather than your qualified team spending time troubleshooting basic Xero questions and adding non-chargeable time to your WIP, our team of Xero Experts supports clients with day-to-day queries and provide them with training options to improve their Xero skills and confidence using the platform.

We find one of the biggest pain points with Accounting firms finding bookkeepers to work with, is that many bookkeepers are sole or small operators. This means you’ll refer a few clients to them but then they’ll soon reach capacity and you have to start the process again of looking for a reliable and expert bookkeeper. Heart Bookkeeping makes things super simple – if you’ve got a client that is using Xero (or looking to move to Xero), is responsive and is looking for a great bookkeeper, then we’ve got the capacity to service their needs. Easy!

You can opt in to earn ongoing incentives when you refer clients to our Online Xero Training platform. We also give you a free subscription to our Online Xero Training platform for your own staff to use and view the content being shared with your clients.

When you have 10 or more clients working with us we will add your firm’s profile to our “Accountants we recommend” page so that clients we engage via our marketing channels, who are not already connected to an accountant, can discover your firm and reach out to you.

Don’t miss out on the opportunity to transform your accounting firm’s operations and client satisfaction. Partner with Heart Bookkeeping today and experience the difference.

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How your Client Benefits

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 for your clients regardless of where they are located. Partnering with Heart Bookkeeping will provide your clients with a number of benefits:

We understand the challenges your clients face in managing small business finances and we specialise in providing solutions that can significantly benefit your clients’ businesses.

Here’s how Heart Bookkeeping can make a difference for your clients:

Many small business owners find themselves overwhelmed by bookkeeping tasks, cash flow management, and ATO reporting. Heart Bookkeeping can help your clients save valuable time and reduce the stress associated with these financial responsibilities.

Our experienced team ensures that your clients have access to accurate financial data, empowering them to make informed decisions about their businesses in real time. It also means that when they need your assistance with equipment financing or tax planning you can be confident that the financial information is correct

We offer full-service bookkeeping and payroll solutions, including rescue services for those who have fallen behind. Our fixed fee pricing caters to the unique needs of your clients’ businesses. With our extensive experience in designing best practice bookkeeping systems we can also work with your client in improving the efficiency of their financial operations.

For clients who prefer to manage their own bookkeeping, we provide comprehensive Xero Online Training. This training helps them master key features of Xero, improving their efficiency and accuracy and is provided to them at a discounted rate because of their connection to you. We also offer customised One-to-One Xero Training with a Xero Certified guru for those clients who require tailored guidance for their specific needs.

If your clients are struggling with cash flow despite running profitable businesses, our Cash Flow Project solution can help them gain clarity and control over their business cash flow

Your clients can trust that their financial well-being is in the hands of dedicated professionals who genuinely care about their business success.

Heart Bookkeeping’s services offer your clients peace of mind, freeing them to focus on their business while ensuring accurate financial management, payroll, compliance, and expert Xero support. Collaborating with Heart Bookkeeping is an investment in your clients’ success and your practice’s reputation.

How we Partner With You

We want to partner with forward-thinking Accounting firms that care about the success of their client’s business and financial future. We believe a mutually respectful accountant/bookkeeper relationship can create enormous synergies for our clients and see them propel their business journey forward.

There are a few non-negotiables we insist on at our end to ensure a successful partnership.

Our business is built on Xero and all our internal processes are designed around the Xero platform. To ensure we can maintain quality and efficiency we only service Xero-based clients. We are experts on moving business owners from MYOB, Reckon and Quickbooks so if you have a client using another platform, migrating them to Xero can be part of their initial engagement with us.

We’ve polled our team on multiple occasions about what they see as the necessary factors required to enable them to provide the best quality service to their clients and the data is in – Client Responsiveness is at Number One!

We understand that small business owners are busy people. They’ve got alot on their plate which is the reason they reached out to a bookkeeper in the first place. However in order to deliver to our high quality standards we do need our clients to be engaged in the process and respond to our queries and phone calls within a reasonable time frame.

We are here to support you in freeing up your team’s time to focus on your core business and firm profitability by providing beautiful Xero files, accurate data and complete year end workpapers.

In return, we expect accounting practices that work with us to be responsive to us and their client, provide reasonable turn around times on year end work, deliver proactive advice and ensure all lodgements for our mutual clients are completed on-time.

If you’re ready to accelerate your Accounting firm book in a Discovery Call with us today. If we’re a good fit we’ll ask you to identify three clients that meet the above criteria and make a direct referral to us so we can get started.

Why three clients? We want to ensure we’re working with accounting firms that are committed to a long-term mutually beneficial relationship. We also want to ensure you can get a comprehensive insight into the way we work and how we can make a positive impact on your clients and your Accounting Practice.

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Accountant Testimonials

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