Our Process

Get to know how we work and what we can do for you.


We make switching accountants easy

Each month, your Xenith team reconciles your accounts online, categorizes your transactions, and produces your management accounts. They will also make any necessary adjustments to your books to ensure that they are tax-compliant.Like all partnerships in life and business, when you find the right accountant everything should feel effortless, with both parties working towards the same business vision and goals.

If you do not feel you have the right relationship with your accountant or the support you and your business need, you may feel the time is right to move on. Perhaps your business is growing or has changed direction and you need more specialist advice, or simply a greater level of support and a more positive working relationship.

Although at times it may feel that making a change would be far too much hassle, the reality is that switching your business to a new accountant is easier than you think, and can have huge benefits in the long run.

The Process

At the beginning of each month

We will gather the financial documents needed to do your bookkeeping and produce accurate management accounts.

Connect your accounts to Sage One or Xero, and you won’t even have to think about getting us your bank or credit card statements.
We sync directly online with all major banks to automatically pull your statements into Sage One or Xero, and we have other innovative technological solutions to get your monthly payroll or management accounts each month.

During each month

We do your bookkeeping

Once we have all the documents we need, we will finalize and complete your books within 21 business days.

Each month, your Xenith team reconciles your accounts online, categorizes your transactions, and produces your management accounts.
They will also make any necessary adjustments to your books to ensure that they are tax-compliant.

Get in touch if you have a question

It’s normal to have questions about your books, that’s why we’re here. Send us a message via WhatsApp or email and we’ll get back to you within one business day.
You can also book a call with your team whenever you like.

We might need your input

While we’re working on your books, we may need to ask for your help to properly categorize a transaction.
We’ll send you a message with a few critical questions in order for us to fully understand the transaction.

At the end of each month

Once your books are complete, you’ll get a message from your bookkeeping team, letting you know that your books are ready for review.

For the first two months, we will review your books with you over the phone. These review calls are a great opportunity for you to ask any questions you have about your management accounts. They also help us to familiarize ourselves with your business, and ensure that you are getting the most out of your Xenith service.
For our higher package users, a personal one-on-one review of your books will happen on a monthly or quarterly basis.After this point, we’ll follow your lead and let you decide how often you’d like to connect with us on the phone or online. Remember, you can book a meeting with us at any time.

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What to consider when switching accountants

Whatever your reasons for moving accountants,  it needs to be done quickly and efficiently to allow the new firm to pick up the reigns straight away. In order to make the process seem seamless here are our top tips:

Timing is everything

Pick a time of year to move that works for all parties. Check for contract clauses that state the correct notice period for terminating to avoid any penalties.

Tie up your loose ends

Make sure any outstanding fees have been paid and always try to stay on good terms with your former accountant, as it makes for a more effortless transition.

Make a commitment

Commit to the new relationship, and be prepared to invest to make it the best success it can be!