What I offer

My services are designed to meet you where you are. No stress, no judgment, just reliable, personalized support to bring clarity and confidence to your books.

Behind on your books?

My catch-up & clean-up bookkeeping service is designed to bring clarity and order to your finances. This service is perfect if:

  • You haven’t kept up with your bookkeeping and don’t know where to start.

  • You’re getting ready for tax season and your books are a mess.

  • You recently switched bookkeepers or accounting software and things aren’t matching up.

  • You want to apply for a loan or investor funding but need clean financials.

  • You feel overwhelmed and just want a professional to take over.

Whether you’ve fallen behind or never fully set up your bookkeeping, this package is designed to bring your accounts up to date and give you a clean starting point.

Get your books back on track, fast, accurate, and ready to move forward.

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Bookkeeping Catch Up & Clean Up

WHY IT HELPS:

Bring your numbers back to calm, clear, and client-ready. My Bookkeeping Catch-Up & Clean-Up service helps you regain control of your finances by organizing past records, fixing inconsistencies, and setting you up for smooth, reliable reporting going forward. Whether you’re a few months behind or just need a thorough tune-up, I’ll meet you where you are and get your books back on track, without the overwhelm.

  • Reduce risk and make tax time straightforward.

  • Know what you owe, what you’re owed, and what you can afford.

  • Track true margins, cash flow, and trends to plan with confidence.

  • Stop wrestling spreadsheets and focus on growth-driving work.

  • Present lenders, partners, and stakeholders with credible, tidy reports.

  • After clean-up, ongoing bookkeeping becomes faster and more consistent.

  • Say goodbye to backlog anxiety and hello to a clean slate.

Ready to get current and stay current? Contact me to learn more about the three tiers and find your best match.

Start strong with a professional Xero setup tailored to your business.

If you’re launching a new business or switching from spreadsheets or another accounting platform, this package ensures your bookkeeping foundation is solid, streamlined, and ready for growth.

This package is perfect for you if:

  • You’re a new business owner needing a professional bookkeeping system from the start.

  • You’re transitioning from Excel, QuickBooks, or manual methods to Xero.

  • Your current Xero file is disorganized or wasn’t set up correctly.

  • You want accurate financials and reporting from day one.

  • You need help connecting your bank feeds, payment platforms, or integrations.

I’ll handle the technical setup and configuration, align your chart of accounts with your business needs, and customize everything for accuracy and ease of use. You’ll walk away with a system that’s intuitive, up-to-date, and ready to scale — plus the training you need to feel confident using it.

02 /

Xero Software Setup

WHY IT HELPS:

Getting Xero set up correctly from the start saves you time, reduces stress, and gives you clear financial control. Here’s why my Xero Setup service is worth it.

  • I’ll build a chart of accounts that matches your business model so every transaction posts to the right place, making reports accurate and meaningful.

  • Link your bank and payment platforms to Xero so transactions flow in automatically and reconciliation becomes fast and reliable.

  • Set up branded invoice templates, payment links, and automated reminders so you get paid sooner and with fewer follow-ups.

  • Configure sales tax/GST/VAT codes and reporting so tax returns are easier and less error-prone at filing time.

  • Enable receipt capture, expense categories, and approval workflows so team spending is tracked cleanly and approvals are simple.

  • I’ll create the reports and dashboard views you actually need (cash flow, profit & loss, A/R, A/P) so you can make decisions with confidence.

  • Connect Xero to your payment processors, e-commerce platform, payroll, and other tools to reduce duplicate data entry and manual work.

  • Set up secure user roles and permissions so your team has the right access while financial data stays protected.

  • Configure payroll settings and employee records (where applicable) so pay runs are accurate and compliant.

  • With a correct setup, ongoing bookkeeping becomes faster and cheaper — freeing you to focus on growing the business.

  • I’ll train you and your team on the exact Xero workflow you’ll use, so you leave confident and self-sufficient (training included with selected tiers).

  • You’ll receive a tidy handover package: login checklist, step-by-step guides, and recommended next steps so nothing is lost in transition.

  • Choose a support package that suits you from occasional help to monthly bookkeeping add-ons, so help is always available when you need it.

Ready to get Xero working for your business? My Xero Software Set Up comes in three tiers to match different needs and budget. Book a free consult and I’ll recommend the best tier for you.

Is Monthly Bookkeeping Right for You?

Running a business comes with a lot of moving parts—and your finances shouldn’t be one of the things left to guesswork. If you’re unsure whether you need monthly bookkeeping, here are a few signs it might be the right solution:

  • You have regular income and expenses each month.

  • You want to stay organized and tax-ready year-round.

  • You’d like clear, consistent financial reports to make smart decisions.

  • You often fall behind on tracking receipts, invoices, or reconciling bank accounts.

  • You want to spend more time growing your business and less time stressing over numbers.

If any of these sound like you, monthly bookkeeping can give you peace of mind, financial clarity, and the freedom to focus on what you do best.

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Done-for-you Weekly/Monthly Bookkeeping

WHY IT HELPS:

Keep your finances accurate, your time free, and your business decisions smart. My Monthly Bookkeeping service takes the day-to-day accounting busywork off your plate so you can focus on growing your business with reliable records, clear reports, and a bookkeeper who knows your business.

  • I reconcile accounts and record transactions every month so your numbers are current and reliable, no surprises when you need them.

  • Stop spending precious time on receipts, bank feeds and invoicing. Outsourcing monthly bookkeeping frees you to work in your business, not on it.

  • Monthly tracking of receivables, payables and bank balances helps you spot cash shortages early and plan for seasonal ups and downs.

  • With organized monthly books and documented transactions, tax time becomes simple and less stressful — plus you’ll reduce the risk of missed deductions or late filings.

  • I reconcile bank and credit card statements each month to catch errors, duplicates, or missing transactions quickly.

  • Receive clear monthly reports namely profit & loss, balance sheet, cash flow summaries and tailored KPIs so you can make confident decisions.

  • Regular review and segregation of duties (where applicable) reduce mistakes and make irregularities easier to detect early.

  • Plans adapt as your business expands from solo entrepreneurs to teams with inventory, subscriptions, or multiple sales channels.

  • You’ll have a consistent point of contact who understands your business, answers your questions, and recommends improvements to processes and controls.

  • Convert unpredictable accounting headaches into a dependable monthly expense, easier budgeting and less last-minute scrambling.

  • Know your books are handled by a professional so you can sleep better, focus on customers, and confidently pursue growth.

Ready to simplify your finances? Contact me today for a free consultation and a customized monthly plan that fits your needs.

Wrap up your year with clarity and confidence.

Not sure if your books are ready for tax time? This one-time service is designed to clean up and finalize your bookkeeping for the year, so you can breathe easy, feel organized, and hand everything over to your tax pro without stress.

Perfect for you if:

  • You’ve DIY’d your books but want a pro to review and clean things up.

  • You’re behind and need help getting caught up before the year ends.

  • You want accurate, tax-ready financials you can hand to your accountant with confidence.

Whether you’ve been doing your own bookkeeping or things have fallen behind, this package brings everything up to date and gives your finances the polished finish they need before closing the year.

04 /

Year-End Wrap Ups

WHY IT HELPS:

Make your year-end tidy, stress-free, and insight-ready as the Year-End Wrap Up bookkeeping service finishes the books, fixes the gaps, and hands you clean, compliant financials so you can close the year with confidence.

  • I reconcile accounts, fix misposted transactions, and correct categorization so your profit & loss and balance sheet reflect the true state of your business.

  • Your records will be organized and summarized so your accountant or tax preparer can file faster — reducing errors, penalties, and costly back-and-forth.

  • We deliver a concise year-end summary that shows where you made money, where cash went, and which products or services were most profitable.

  • I chase down unpaid invoices, clear duplicates, and tidy payment records so receivables and payables are accurate going into the new year.

  • Every bank, card, and payment platform is reconciled to ensure no surprises and to prevent overdrafts, missed payments, or hidden fees.


  • We review taxable sales, reconcile tax liabilities, and prepare clean reports so you can meet local filing requirements with confidence.

  • With charts of accounts, opening balances, and closing adjustments done properly, you start January with bookkeeping that supports growth — not guesswork.

  • Receive tailored reports (top customers, best sellers, expense breakdowns) so you can plan budgets, pricing, and marketing for the coming year.

  • Instead of wrestling with receipts and spreadsheets, reclaim time to focus on customers, product, and strategy while we handle the details.

  • I flag unusual transactions and reconcile discrepancies so small mistakes don’t become big problems down the road.

Ready to close your year right?

Book a free 30-minute FREE consultation to see what your year-end wrap up will include and get a tailored quote.

ADD-ON SERVICES

As your business grows, staying on top of day-to-day financial tasks becomes even more important. To help streamline your operations and free up more of your time, I also offer add-on services including invoicing and payment tracking. These services are designed to ensure your financial processes run smoothly and efficiently.

  • INVOICE MANAGEMENT. Stay on top of incoming payments with organized invoicing, timely follow-ups, and accurate tracking, helping you get paid faster and keep your cash flow healthy.

  • BILLS PAYMENT MANAGEMENT. Keep your bills organized and paid on time. We’ll track due dates, manage vendor payments, and help you avoid late fees or missed payments.

So… How does it work?

01 / LET’S TALK ABOUT IT

When you're ready, we'll hop on a discovery call. This will help make sure that I’m the right fit for you and your biz. And, I'll match you with your perfect package after audit walkthrough has been made.

02 / IT’S A MATCH!

Now that we know it's meant to be...we'll make it official. You'll sign the contract and send your upfront payment to secure your spot.

03 / ONBOARDING

This is where we get to know each other and set things up for a smooth ride! I’ll gather a few details about your business, help you get sorted with the right tools, and walk you through what to expect, so we’re both on the same page from day one.

04 / BTS MAGIC MAKING

This is where I do my thing. Basically I link accounts, run numbers, generate financial reports, and all that other bookkeepy stuff.

05 / FOLLOW UP CALL

I absolutely believe that you are the person running this business and I’m just running numbers. So, I’m gonna hop on a call with you and chat about all the things I learned. I'll give you time to ask questions and I'll also give you some things to think about (i.e. what strategy feels right to you).

06 / KEEP THE MAGIC FLOWING

And then we get to do it all over again. Every month depending on your package. I think that's pretty cool. Don't you?

  • “Working with Elgin gave me the clarity and peace of mind I didn’t realize I was missing. I can finally focus on coaching instead of dreading spreadsheets. This service paid for itself in just the first few months.”

    — Dannika Phan, Business Coach

  • “Elgin shows enthusiasm in doing more than the norm. Maintains positive work attitude despite the challenges. She can absorb, understand, and consider ideas and points of view from other people. She welcomes special projects and can be trusted to do these projects with minimal supervision. She is keen on learning and growing further as professional. Keep up the good work Elgin!”

    — Team HLCC

Frequently Asked Questions

    • You’re spending too much time on bookkeeping instead of focusing on growing your business.

    • Your books are behind or messy, and you’re worried about tax deadlines.

    • You’re making more money and managing more expenses, making it harder to track everything accurately.

    • You need accurate financial reports to make smarter decisions (like profit and loss statements, cash flow reports, etc.).

    If you’re starting to feel overwhelmed or want peace of mind that your finances are being handled correctly, that’s usually the clearest sign it’s time.

  • I love working with both digital entrepreneurs and property owners supporting Digital Marketing & Creative Agencies, Online Coaches, Consultants, Educators, Airbnb Hosts and, Long-Term Rental Owners.

  • While my services are primarily offered across Australia, NZ and UK, I’m open and ready to support clients in both Canada and the US as well.

  • I leverage the best accounting tools to keep your books accurate and up-to-date. While Xero is my primary system, I’m also experienced in using QuickBooks and can adapt to your business needs accordingly.

    • Xero: Simple, smart, and powerful. Xero’s intuitive dash board allows for seamless collaboration, real-time insights, and stress-free financial reporting. I also use Hubdoc for receipt management.

    • Quickbooks Online: Helps me manage your transactions, invoicing, and reports with precision.

  • Yes, you’ll need your own subscription if you want full ownership and control of your financial data. As your bookkeeper, I’ll simply request access to collaborate on your file.

  • The pricing for my bookkeeping services varies based on the volume of transactions and scope of work each month. For a customized quote and a detailed breakdown, please contact me.

  • It is important to provide me with the following information on a regular basis to ensure effective bookkeeping:

    • View only access to financial accounts (business bank accounts, business credit card accounts, payments platforms (Stripe, Paypal, Square), and the likes.

    • Accounting software access.

    • Prior financial reports, prior bookkeeping files.

    • List of recurring expenses (subscriptions, tools, etc.)

    • All scanned Invoices & Bills.

    • Info on how/where you get paid (your services).

    • Any other relevant file or information to complete my bookkeeping service.

    By consistently providing these documents and updates on a regular basis, you will enable me to maintain accurate financial records, reconcile accounts, and generate comprehensive reports. This collaborative effort ensures that your financial information remains up to date, allowing you to make informed decisions and plan for the future success of your business.

  • Absolutely! I offer one-off services like clean up bookkeeping, year-end wrap ups, and new business setup.

  • No, there is no time commitment. You have the option to cancel your monthly bookkeeping at any time.

  • Income tax services are not provided by MET Core Bookkeeping, however recommendations for tax preparers can be provided.

Contact me for further inquiries

Please feel free to reach out if you have any more questions or require additional information.

If this is you, let’s chat!

  • You want financial clarity and peace of mind.

  • You’re tired of feeling behind on your books.

  • You want to focus on growing your business, not tracking receipts.

  • You want organized, tax-ready books.

  • You want clear understanding of your monthly cash flow.

  • You’re craving support, not judgment.