Invite Infraxus to your Xero file. Two minutes, and the 48 hours start.

Pick the one that fits.

You do the books for a partner's or a family member's business, or you are the office manager who ended up with them? Then you are the person Liam will be talking to, and the invite is two minutes for whoever owns the login. Forward them the message under someone else owns it and Liam takes it from there. If the owner needs convincing first, the first month is free and nothing is signed, so the file can be clean before anyone decides.

Invite Infraxus as an Administrator.

Administrator is the Xero role to choose: it is adviser access, which is what the weekly reconciliation and the month end close need, and you can see and remove it from the same screen at any time. You stay the owner of the file.

1. 01

   Open Settings, then Users.

   Sign in to Xero. Click your organisation name at the top left, choose Settings, then Users.

   Xero · Settings

   GeneralConnected appsUsersCurrenciesEmail settings

   FeaturesInvoice settingsPayment servicesExpenses

2. 02

   Invite a user, choose Administrator, send.

   Click Invite a user. First name Liam, last name Collier, email liam@infraxus.com Copy. Under Business and accounting, choose Administrator. Click Send invite.

   Email

   liam@infraxus.com

   Read onlyInvoice onlyStandardAdministrator

   Send invite

3. 03

   Done. Liam accepts the invite and the 48 hours start.

   Xero emails the invitation to Liam. He accepts it, texts you that he is in, and the cleanup back to 1 April begins. Liam appears in your Users list with the role beside his name; the Delete option on that row is yours.

On QuickBooks Online? Also supported.

Accounting firm access is the role QuickBooks Online built for exactly this: it lets Liam reconcile, code and close inside your file without being the owner of it. You stay the primary admin.

1. 01

   Settings, Manage users, Accounting firms, invite.

   Sign in to QuickBooks Online on a computer. Click the gear icon (Settings) at the top right, then Manage users. Choose the Accounting firms tab, then Invite firm. Enter liam@infraxus.com Copy and click Invite.

   QuickBooks emails the invitation to Liam. He accepts it, texts you that he is in, and the cleanup back to 1 April begins. The invite shows under Accounting firms the whole time, with a Delete link beside it that is yours to use.

Forward them this.

Your tax agent, your business partner or a former bookkeeper may own the file. Send them the message below. If a former bookkeeper still holds the login and has gone quiet, tell Liam in your first text.

Starting out, or still in a spreadsheet? Nothing to do first.

Not on Xero or QuickBooks Online yet? Liam sets you up at no cost, so the file is right from the first month. The Xero or QuickBooks Online subscription itself is separate and paid to them. Text Liam and say so; he walks you through it.

What happens next, and when.

1. 01

   Within 15 minutes, 7am to 5pm New Zealand time.

   Liam texts you that he is in. He asks a couple of quick questions about the business and where the books are at, then tells you how he can help. Nothing to prepare. If you send it after 5pm, you hear from him first thing in the morning.

2. 02

   Within 48 hours.

   Your file is cleaned up back to 1 April, the start of the financial year: every transaction coded, the bank reconciled, loans entered, personal spending separated. You get a short note on where you stand and what needs a decision. Anything older than 1 April is quoted in writing before it is touched.

3. 03

   Every week after.

   Reconciled, coded, receipts matched, who owes you and who you owe kept current. Month end closed by the 5th, with a CFO note on what the numbers mean. Nothing is charged in the first month, and if it has not earned the second, you owe nothing and keep the clean file.

Infraxus never asks for your online banking password, and you can remove the access in Xero or QuickBooks Online at any time. How your data is handled.