Accounts SErvice
Stay on top of what is owed to you and what you owe, without it taking over your week. For clinic owners and practice managers who want a clean, consistent process in Xero.
- Australia Wide Support
- Medical and Allied Health Specialists
- Personalised, Plain English Support
- Xero Specialists
- Registered BAS Agent
Sound familiar?
- You are not sure which invoices are overdue until cash flow gets tight
- Supplier bills are scattered across emails, apps, and paper
- You have a stack of bills to pay but no clear system or schedule
- You are worried you will miss a due date or pay something twice
- You are spending too much time chasing paperwork instead of running the clinic
- You want visibility, but you do not want another complicated admin task
How we can help
We help you set up and maintain a simple accounts process in Xero so invoices, bills, and follow ups are handled consistently. You get clearer visibility over cash flow, fewer surprises, and a calmer admin rhythm that supports the clinic day to day.
What’s included
- Set up or tidy up your invoicing and bills workflow inside Xero
- Create and send invoices in Xero (based on your clinics process and practice management software and what you provide)
- Enter and manage supplier bills in Xero so nothing is missed
- Track accounts receivable and accounts payable so you know what is outstanding
- Reconcile payments against invoices and bills so your file stays accurate
- Keep customer and supplier records tidy and consistent
- Simple weekly or monthly summary of what is outstanding and what needs action
- Clear questions list when something needs your input, no long confusing emails
Common bas issues we see in clinics
- Payments received but not matched correctly, making the debtor list unreliable
- Mixed payment methods making it hard to track what has actually been paid
- Supplier bills sitting in inboxes and getting missed until they are overdue
- No consistent process for approvals, causing delays and stress
- Clinic owners paying bills ad hoc without a clear schedule, impacting cash flow
- Duplicate suppliers or inconsistent naming in Xero creating confusion
- No simple visibility over what is due this week vs what can wait
Who this is for
- You run an Medical or Allied Health practice and want a cleaner invoicing and bills process in Xero
- You want to know what is owed to you and what you owe, without digging through emails
- You want a consistent rhythm for invoicing, bills, and follow ups
- You want your Xero file to stay accurate so reports and BAS are easier
- You want plain English support and a process that suits clinic life
Who it’s not for
- You want support in software other than Xero
- You want someone to chase debtors aggressively without an agreed approach
- You want everything handled with zero input, approvals, or communication
- You are not willing to follow a simple process for invoices, bills, and paperwork
- You want tax advice rather than accounts and bookkeeping support
Our accounts Process
1.
Book a time that suits you for our free consultation.
2.
We confirm Xero access, your current invoicing and bills process, and what you want handled.
3.
We tidy up contacts, invoicing settings, and any messy accounts items so tracking is reliable.
4.
We manage invoices and bills in Xero and keep the tracking up to date.
5.
You get a simple summary of what is outstanding and what needs your action next.
Accounts FAQs
Do you manage both accounts receivable and accounts payable?
Yes we do however we also recognise that many clinics have practice management systems that handle their accounts receivable. If required it may be possible to integrate these into Xero.
Do you speak to our patients or clients about overdue invoices?
That is generally handled by the practice, however we are happy to advise on the best system for you.
Can you work within our existing practice management system?
Yes, we have experience with Xestro, Clinic to Cloud, Genie and Cliniko to name a few.
How often will you check our accounts?
Your accounts are checked on a weekly basis.
Will this help with cashflow?
We help you understand more about your accounts which in turn will help you with your cash flow.
How often do you provide reporting for this?
That depends on your requirement but it can be as frequent as a monthly cycle.
Get in Touch
If you want your invoicing and bills to feel organised and under control, let’s chat. We will confirm what you want handled, what stays in house, and set up a simple process that works for your clinic.