Struggling to keep on top of your finances? Here’s how Xero bookkeeping and a Virtual Assistant can help
Running a tradie business means long days on the tools, managing multiple jobs, and trying to keep your customers happy. But what about the mountain of admin that builds up—those late nights spent sending invoices, chasing payments, and trying to get your GST sorted?
Imagine if you could hand it all over to someone else instead of spending hours at night sorting through paperwork. That’s where Xero bookkeeping and a virtual assistant (VA) come in, streamlining your business operations and giving you back valuable hours.
Automate Invoicing with Xero and save time
After a long day on-site, the last thing you want to do is sit down and manually send out invoices or chase unpaid bills. It’s time-consuming and pulls you away from things you’d rather be doing–like grabbing a beer with the boys or spending time with your family.
Xero makes invoicing simple. You can automate the entire process—sending invoices instantly and setting up automatic reminders for overdue payments. This keeps your cash flow on track without having to lift a finger.
If you want to make things even easier, a VA can set everything up for you and make sure Xero runs smoothly from day one. Your VA can also manage follow-ups, handle customer queries, and keep your invoicing process running without any issues, saving you even more time.
Keeping track of expenses
Tracking expenses like fuel receipts and material from Mitre 10 or Bunnings can quickly become messy and a hassle.
When you’re busy working, it’s easy to let receipts pile up in the glovebox and disappear, which could result in missed claims come tax time.
Using the Xero mobile app, you can take a photo of your receipt as soon as you get it, and it will be safely stored in the right place. Your VA can take care of the process, keeping everything organised so you won’t have to worry about missing expense claims or waste time hunting for lost receipts.
Managing your GST returns
GST returns come around quickly, and manually calculating GST while keeping track of deadlines can be stressful.
Missing a deadline could result in the IRD charging a penalty – something you definitely want to avoid.
So, how do you stay on top of it all? Xero automatically tracks GST on every transaction and prepares your return, so you won’t have to rush at the last minute to get it in on time.
Your VA will check the details and confirm everything is ready to go before hitting the submit button. While Xero does the heavy lifting, your VA makes sure nothing slips through the cracks!
Stay on top of your cash flow
It’s important to know where your money is coming from and where it’s going, but tracking cash flow is another one of those financial jobs that can become a pain to deal with.
If you don’t have clear reports, it’s hard to make the right decisions. You need to know if you’re making a profit or losing money on a job – and if you’re losing money, it’s time to adjust your quotes.
Xero bookkeeping gives you clear, easy-to-read reports that show exactly what’s happening with your money.
Your VA can pull together these reports, and you’ll have all the information you need to make smart decisions without having to work through the details yourself.
Get your time back with a Xero bookkeeping VA
Xero bookkeeping can save you time, no doubt about it. But when you combine it with a VA who can handle the day-to-day management, that’s when you’ll really see the benefits and get your evenings back.
No more late nights or weekends sorting through invoices, receipts or GST, leaving you with more time to work on the tools and less time spent on admin.
Ready to give Xero Bookkeeping a go?
Get in touch with Shadow Administration today to find out how Xero bookkeeping VA can save you time, keep your tradie business running smoothly, and keep your customers happy.
Contact Toyah: toyah@shadowadministration.co.nz
