Xero cleanup & catch-up

Behind on your books? Let's sort it out.

If your Xero file is messy, your bank rec is overdue, or bookkeeping has quietly stacked up — Steady Books gets things back under control.

What’s included

Cleanup & catch-up work

Ideal for businesses that have fallen behind and need their records back in shape before moving forward.

Good fit

When this service makes sense

Cleanup work is for businesses that know things have slipped and want practical help getting back on top.

Bank rec is behind

Your Xero bank account hasn’t been properly reconciled and the backlog keeps growing.

Invoices piling up

Purchase invoices haven’t been uploaded consistently or sales invoicing has become messy.

Xero feels untidy

Your bookkeeping is no longer in a state that’s easy to trust or manage with confidence.

Admin has stacked up

Finance admin has been pushed down the list and is now creating stress or uncertainty.

You need a reset

You want someone to tidy things up before moving onto a simple, ongoing monthly process.

You want clarity

You need a clear view of where your bookkeeping stands and what needs addressing first.

Our approach

Practical help, without the judgement

A lot of small businesses fall behind on bookkeeping. It happens. The important thing is getting back into shape with a clear plan — not feeling embarrassed about where things are right now.

1

Clear review first

We look at the current state of your bookkeeping and work out what needs attention first.

2

Focused cleanup work

We tackle the backlog and tidy up the most important areas so things feel manageable again.

3

Better ongoing setup

Once things are under control, we can keep them that way with monthly support from £195 per month.

Scope

What cleanup work may involve

Every catch-up project is different, but these are the most common areas that need attention.

Catch-up bookkeeping

Bringing overdue bookkeeping up to date so your records are more complete and manageable.

Bank reconciliation

Working through unreconciled transactions and cleaning up the account history in Xero.

Invoice backlog

Uploading and processing missing invoices so the books are organised and easier to follow.

General Xero tidy-up

Reviewing the current setup and bringing more structure and consistency back into the file.

Clear scope, simple next step

Cleanup and catch-up work is quoted individually based on backlog volume, the condition of the Xero file, and the type of support needed. If ongoing monthly support makes sense afterwards, packages start from £195 per month.

Monthly support

After cleanup, ongoing support is simple

Many businesses use a cleanup project as the first step, then move to regular monthly support once the backlog is under control.

Most common next step

Starter monthly support

For smaller businesses needing straightforward ongoing bookkeeping help

From£195/ month

Growth monthly support

For businesses with more activity or heavier monthly support needs

From£295/ month

Process

How a cleanup project works

Simple from start to finish — review the situation, quote the work, then get the backlog sorted.

1

Initial review

We learn where things stand and what has built up in Xero or your general bookkeeping admin.

2

Quote the cleanup

You get a clear scope of work, what’s included, and the best next step forward.

3

Work the backlog

We tackle the agreed cleanup and bring the books back into a tidier, clearer state.

4

Ongoing support

Move onto a simple monthly bookkeeping package from £195 per month if needed.

Need help getting back under control?

If your bookkeeping has fallen behind, Steady Books can help you tidy things up, catch up the backlog, and put a better process in place going forward.