Heart Bookkeeping

Bookkeeper · 126 Molesworth Street, Level 1, Star Court Arcade, Lismore, New South Wales

  • Xero Migration

    Specialist

    Xero Migration
  • Single Touch Payroll

    Specialist

    Single Touch Payroll
  • Platinum champion partner

    Partner status

    Platinum champion partner
  • Partner since 2016

    Experience

    Partner since 2016
  • Xero advisor certified

    Certification

    Xero advisor certified
  • Xero payroll certified

    Certification

    Xero payroll certified

About us

We help small business reclaim their time and understand the numbers that drive their businesses through pain-free bookkeeping, process improvement and business advisory. We use and recommend Xero software for all our clients.

Our services include: * Bookkeeping * KPI setting * Payroll * BAS and IAS lodgement * Recommend and set-up Xero accounting software * Recommend and implement Xero add-ons We will design a fixed monthly plan that is perfect for your business. Contact us today for a free consultation and quote.

Affiliations

  • Institute of Certified Bookkeepers (AU)

Find us on the web

Meet the team

Heart Bookkeeping advisors: 10 - Xero certifications: 22

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Jaime Bates

Accountant & Company Director

Profile image for Jaime Bates
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • Xero payroll certified
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
  • Single Touch Payroll
    Has training and expertise in helping Australian businesses meet ATO’s requirements for single touch payroll.
  • 1 year Xerocon attendance

I love working with small business owners towards improvements in operational efficiency and bottom line growth.

I lead the cloud-based bookkeeping firm - Heart Bookkeeping

Amanda Latimer

Client Manager

Profile image for Amanda Latimer
  • Xero payroll certified
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • Xero Migration
    Has training and expertise in switching clients to Xero.
  • 1 year Xerocon attendance

I am a Senior Client Manager at Heart Bookkeeping. I love working with small businesses to empower and understand their business finances to achieve their business goals.

Heart Bookkeeping: Bank experience

Clients of Heart Bookkeeping connect to a range of banks via Xero. Heart Bookkeeping specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections


  • ANZ (AU)
  • Airwallex
  • American Express (AU)
  • BCU (AU)
  • BOQ Specialist Bank (AU)
  • Bank of Queensland BOQ (AU)
  • Bendigo Bank (AU)
  • Commonwealth Bank CBA (AU)
  • Greater Bank (AU)
  • ING Direct (AU)
  • Macquarie (AU)
  • National Australia Bank NAB (AU)
  • PayPal
  • Southern Cross Credit Union
  • St George Bank (AU)
  • Stripe
  • Summerland Bank (AU)
  • Suncorp Bank (AU)
  • Westpac (AU)
  • Westpac (AU) - Credit Card

Heart Bookkeeping: Industry experience

Heart Bookkeeping works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served


  • Wholesale
  • Transportation and storage
  • Manufacturing
  • Construction and trades
  • Real estate and hiring services
  • Not-for-profit
  • Arts and recreation
  • Repairs and personal services
  • Professional services
  • Media and communications
  • Healthcare and social services
  • Agriculture
  • Retail
  • Marketing, advertising and consulting
  • Accommodation and hospitality
  • Finance and insurance
  • Administration and support services

Heart Bookkeeping : App experience

Heart Bookkeeping serves clients who use 9 different apps that connect and integrate with Xero.



Connected apps

Find us

Heart Bookkeeping has offices in 3 locations

Lismore

126 Molesworth Street, Level 1, Star Court Arcade, Lismore, 2480, New South Wales

+61 434811819

Hobart

162 Macquarie Street, Wotso Work Space (By appointment only), Hobart, 7000, Tasmania

+61 0434811819

Sippy Downs

30 Chancellor Village Boulevard, WOTSO Sunshine Coast, Sippy Downs, 4556, Queensland

+61 0434811819

New to Xero? Heart Bookkeeping can help

Xero is beautiful online accounting software for smaller businesses. Heart Bookkeeping can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • 2 Years Xerocon Attendance ?
    The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
  • Partner since 2016
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.