• Xero setup and improvements

• Monthly or weekly reconciliations
  (plan‑dependent)

• GST & BAS preparation and lodgement
  (Registered BAS Agent)

• STP and SGC processes

• Clean coding and bank feed rules

We meet you where you are, establish a consistent monthly rhythm, and keep everything running smoothly.

If you already have a tax accountant, we’ll work alongside them - and if not, we’ll help you connect with the right one when the time is right.

1. Introduction + file review

2. Stabilise + reconcile

3. Set a steady rhythm

4. Stay on track

Xero should feel settled - not uncertain.

Whether you’re using Xero for the first time or trying to regain control, we make the process straightforward and judgement‑free.

If you already have a tax accountant, we coordinate with them.

If you struggle with any of the following issues, Cluvo is a perfect solution for you:

• You’re not always sure the numbers are right

• BAS time feels rushed or last minute

• Reports exist but don’t really help day‑to‑day

• You want to know things are being handled

1. We take a quick look at your file. Nothing is changed without discussion. This is simply to understand where things stand.

2. We confirm the right plan for you Most businesses start in Essentials or Core. There’s no pressure to move beyond what you need.

3. We get the basics running smoothly. From there, we settle Xero, set a simple rhythm, and keep things predictable. That’s it. We start with Cluvo and keep things simple.

Do you replace my tax accountant?
No. Your accountant remains your income tax specialist.

Can we upgrade later?
Yes. Essentials → Core → Plus → OFS when ready.