What to check
Confirm the last completed period, outstanding queries, record ownership and who manages the Xero subscription. Request a clear summary from the outgoing provider.
Guide
Switching bookkeepers without losing records
Agree the handover before changing access.
Your next step
Use named access and appropriate permissions for the new provider. Keep your accountant involved where balances, returns or historical corrections are unresolved.
Before access changes
Confirm the last completed and reconciled period, who owns the Xero subscription, which records are held outside Xero and what questions remain open. Identify the accountant and upcoming deadlines. An orderly handover starts with a clear record of what has and has not been completed.
Agree the starting point for the new routine
An incoming bookkeeper needs a defined period and account list, not an assumption that all earlier records are correct. If a backlog or uncertainty is found, agree the review or catch-up separately. Set new records deadlines and query responsibilities before monthly support begins.
Explore the service
Getting started
Bookkeeping services
Catch-up bookkeeping in CheltenhamMonthly Xero bookkeepingBank and card reconciliationReceipt and invoice organisationAccounts receivable record cleanupAccounts payable record cleanupXero health check for Cheltenham businessesBookkeeping in Gloucester | Xero catch-up and monthly helpXero bookkeeper in Cheltenham | Reconciliation and recordsBookkeeping for limited companiesBookkeeping for sole tradersBookkeeping for trades and contractorsBookkeeping for consultants and coachesVAT bookkeeping support
Your questions, answered
How catch-up bookkeeping is scopedDocuments needed to clear a backlogBookkeeping versus year-end accountingUnderstanding unreconciled Xero transactionsHandling missing receiptsSwitching bookkeepers without losing recordsWhat your monthly bookkeeping summary containsWhen bookkeeping requires accountant review