1. A short starting-point conversation
Tell Antony what feels wrong, the periods affected, the accounts involved and any deadline. Do not email accounting documents or passwords with the initial enquiry.
Service
Xero health check for Cheltenham businesses
Not sure whether your Xero books are reliable? A scoped records review identifies reconciliation gaps, missing evidence and unresolved items, with clear next actions.
2. Agree a fixed review
We confirm the specific period and accounts, checks to be carried out, person doing the review, fee and delivery date in writing. Decide whether to proceed before named records access is arranged.
3. Review the agreed records
The review can check reconciliation gaps, missing supporting evidence, duplicate-looking entries and unresolved ledger items. It does not automatically change records or include clean-up work.
4. Receive a findings handover
You receive the issues observed, information still missing, priority next actions and items needing your accountant. The handover distinguishes routine bookkeeping work from professional accounting decisions.
5. Choose what happens next
You can supply the missing information, take the findings to your accountant or ask for a separate catch-up or monthly-bookkeeping quote. A review does not commit you to ongoing support.
What is the fee?
The review has a fixed fee agreed for your period and accounts before access. Request a health-check quote below. A review of one reliable recent period is different work from investigating a large historical backlog.
What the review means
This is a scoped bookkeeping records review. It is not an audit, assurance opinion, tax review or certification; any specialist decision is referred for appropriate accountant review.
Leave with a decision you can make
The findings should distinguish routine processing, missing evidence and questions for your accountant. For each issue, identify the period or account affected and the next action. You can then decide whether to commission catch-up work, establish monthly support or resolve the questions with your existing accountant.
Illustrative finding: a connected feed with unreconciled entries
Example only: the feed is connected, but several months remain unmatched. A starting-point review checks the statement period, possible duplicate imports and missing supporting records. The output identifies the investigation and evidence needed; it does not assume that every unmatched entry is an error.
How remote bookkeeping works
We support businesses in Cheltenham, Gloucester and Gloucestershire entirely remotely. Agree the scope with Antony by phone or email, provide records through the agreed online handover and grant named Xero access. Questions and handovers are handled remotely; no office visit or on-site appointment is needed or offered.
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