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I'm seeking a professional to clean up my Xero account for the entire fiscal year. This is a one-time cleanup task, not ongoing maintenance. Key areas needing attention: - Bank Reconciliations: Fix any discrepancies and ensure all transactions are accurately recorded. - Expense Reports: Organize and categorize all expenses, ensuring correctness and completeness. Ideal Skills and Experience: - Proficiency in Xero - Strong accounting and bookkeeping background - Attention to detail and accuracy - Ability to work independently and meet deadlines Please provide a brief overview of your relevant experience and how you plan to approach this task.
Project ID: 40204446
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Active 2 mos ago
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84 freelancers are bidding on average £408 GBP for this job

hi I hope you are fine and doing great! I am charted accountant from pakistan, I can assist you in cleaning up xero data lets start
£750 GBP in 7 days
8.0
8.0

As a meticulous and detail-oriented data analyst, I am well-equipped to tackle your specific needs for this Xero cleanup project. With significant experience in accounting and bookkeeping, I understand the pains of erroneous reconciliations and mismatched expenses. My proficiency in Xero combined with my skills in data entry and analysis puts me in the ideal position to provide a comprehensive cleanup whilst meeting your deadlines. My approach starts with a thorough assessment of your current accounts, identifying discrepancies, and addressing them diligently. I'll ensure that each and every transaction is accurately recorded by double-checking against statements, receipts, and other relevant documents. Additionally, meticulously organizing and categorizing all expenses is one of my strongest suits - a key requirement for this project. I pride myself on delivering top-quality results which is a product of my strong work ethic and emphasis on accuracy. By selecting me, you'll gain not only an expert Xero specialist but also a committed professional who will leave no stone unturned to clean up your financial records to the highest standard. Let's optimize your Xero account together, allowing you to focus on more pressing aspects of your business!
£250 GBP in 1 day
7.6
7.6

Hello, As a part of Live Experts® LLC, I bring with me an extensive set of skills and experience that aligns perfectly with your project requirements. Primarily, I have a profound understanding of Xero, as well as accounting and bookkeeping methodologies. Having successfully completed several projects in financial analysis and Intuit QuickBooks, I can guarantee meticulous attention to detail and the highest degree of accuracy. Furthermore, my ability to work independently and deliver within tight deadlines is another strength that will ensure the successful completion of this project. I understand the importance of precise bank reconciliations and organized expense reports in providing a clear financial snapshot for your business decisions. Being a specialist in data analysis, I would employ statistical methods and robust tools to meticulously scrutinize each transaction, ensuring all discrepancies are resolved effectively. Finally, what sets me apart from others is not just my technical proficiency in Xero but also my deep commitment to providing excellent customer service. My ultimate goal is to leave you completely satisfied by transforming your current fiscal year data into pristine order. Let's connect soon to further discuss your project needs and kick-start this journey towards attaining impeccable results for your business! Thanks!
£750 GBP in 4 days
7.1
7.1

Hi, I have carefully read your project. I’m able to do this. I’m CPA and CBA qualified. I’m pro advisor of Quickbook and certified accountant of xero. Also expert in wave, sage, kashflow, kashoo, zoho, odoo and Appfolio. I have four years of experience in bookkeeping, financial reporting, financial management, financial modelling, budgeting & forecasting and tax. I’m ready to provide you a quality work perfection. Please open the chat for further discussion. Thanks & regards Mussadiq Hussain
£250 GBP in 7 days
6.9
6.9

As a tireless professional with years of experience in the realm of Data Entry and Xero, I am well-equipped to tackle your specific needs. At Zayer Tech, we value attention to detail and accuracy as much as you do. My background and proficiency in Xero, complemented by my strong accounting and bookkeeping skills, ensure that I have the necessary expertise to complete your one-time cleanup task efficiently and effectively. To approach this project, my strategy revolves around comprehensive bank reconciliation and thorough organization of expense reports. I will meticulously review each transaction, ironing out any discrepancies while ensuring all expenses are diligently categorized. My goal is not just clean up your Xero account but also instill a sense of order and reliability moving forward. Collaborating with Zayer Tech will bring an added advantage of our skills in AI Integration & Process Automation. That means not only fixing what's wrong but also establishing automation processes for future efficiency. Don't let your messy Xero account hamper your financial insight any longer; let's work together to transform complexity into clarity.
£500 GBP in 7 days
6.8
6.8

We can efficiently clean up your Xero account for the entire fiscal year, ensuring all bank reconciliations and expense reports are accurate, organized, and properly categorized. With extensive experience in Xero and a solid accounting and bookkeeping background, we focus on identifying discrepancies, correcting errors, and ensuring your financial data is reliable and up-to-date. Our approach includes a thorough review of all transactions, resolving inconsistencies, and verifying that all expense reports are complete and correctly categorized. Every step is documented, so you have full visibility of the cleanup process and can confidently rely on your financial records. Can you share the approximate number of transactions or accounts we’ll be working with so we can plan the cleanup efficiently and set realistic timelines?
£499 GBP in 7 days
7.1
7.1

Hi, I am a qualified Chartered Accountant from the UK with 7 years of experience in accounts, finance, and Bookkeeping. I can provide you with bookkeeping services in xero, cleanup, fix discrepancies,accounts receivable & Payable management, Banks/credit card reconciliations, and Journal entries. I will also provide you with a monthly profit or loss account, balance sheet, and cash flow statement. I will ensure that your financial records have been properly maintained. Please come to chat and discuss further. **Note** the price is negotiable.
£500 GBP in 2 days
6.2
6.2

With my extensive background as a CA, CPA and ACA-qualified professional, I believe I am an ideal fit for your Xero cleanup project. My proficiency in Xero and strong accounting skills will allow me to precisely reconcile bank transactions, rectify any discrepancies and ensure accurate recording of all financial data. Moreover, being proficient in using Xero, I can efficiently organize and categorize your expense reports, guaranteeing correctness and completeness. My commitment to meticulousness and my proven ability to meet deadlines will ensure you receive a fully-cleaned up Xero account within the stipulated timeframe. Additionally, my nine years of experience as a Chartered Accountant have equipped me with an exceptional eye for detail, enabling me to spot even the slightest inaccuracies and rectify them promptly.
£250 GBP in 7 days
6.3
6.3

Ranked in the top 0.03% on freelancer, I'm JINU, a tech-savvy virtual assistant whose skills are rooted in efficiency, reliability, and attention to detail–qualities your Xero clean-up project demands. My background as a software engineer and accounting specialist ensures I offer a unique combination: a deep technical understanding of platforms like Xero with a solid financial grounding. With invaluable experience in bookkeeping, data entry, and Xero functionality, I possess not only what it takes but more. My approach towards this task includes robustly sourcing and organizing transactions while leaving no room for errors. My ability to work independently with minimal supervision will ensure a smooth process that meets your deadlines. Confronted with discrepancies, I make it my duty to delve deeper and get to the bottom of things till the picture is clear – streamlining processes is what I do best! Ultimately, my goal is to provide you with a set of accurate, reconciled bank statements and thoroughly categorized expense reports that give you confidence in your financial records. My promise to you is quality work on time, every time; turning possibilities into reality! Allow me to bring my zeal for perfection and passion for virtual assistance to your project as we explore new depths of efficiency in your finances.
£600 GBP in 7 days
5.8
5.8

With my extensive experience and deep-rooted passion for accurate accounting, I am the ideal candidate for your Xero cleanup project. I understand the intricacies involved in financial tracking and can promise meticulous attention to detail to ensure your transactions are accurately recorded and organized. My proficiency in Xero and my skills in Bank Reconciliation and Bookkeeping make me perfectly suited for this task. Not only will I clean up your account, fix discrepancies, but I will also provide clear categorization of all expenses and ensure correctness and completeness. I have a proven track record of delivering impactful results that drive business success. Partner with me and let's transform your Xero account together, laying a solid foundation that'll make future financial maintenance a breeze. Let's get started today - accuracy, timeliness, efficiency guaranteed!
£750 GBP in 20 days
5.9
5.9

Hello, I’m an experienced Xero bookkeeper with a strong accounting background, and I can complete a thorough, one-time cleanup of your entire fiscal year so your accounts are accurate, compliant, and ready for reporting. I’ll start by reviewing the current state of your Xero file, then systematically fix bank reconciliation discrepancies, match and code all transactions correctly, and organize expense reports to ensure every cost is complete, accurate, and properly categorized. I work methodically and independently, with a clear reconciliation-first approach that ensures nothing is missed and all balances tie out, and I’ll keep you informed of any anomalies or required clarifications as I go. The end result will be a clean, fully reconciled Xero account you can rely on with confidence for financial statements, tax, or handover to your accountant. Regards, Zafar
£250 GBP in 1 day
6.2
6.2

Hi, I am confident that I can effectively clean up your Xero account for the entire fiscal year. With extensive experience in Xero and a strong background in accounting, I have successfully handled similar projects where I rectified discrepancies in bank reconciliations and meticulously organized expense reports. My approach will involve a thorough analysis of your transactions to identify and fix any inconsistencies for accurate bank reconciliation. I will also categorize and verify all expenses to ensure they are correctly recorded, leaving you with a tidy and accurate financial record. I can complete this task within a week, ensuring all details are perfect and ready for any financial reporting needs.
£600 GBP in 3 days
5.1
5.1

Hi, With 7 years of experience in accounting and bookkeeping, I possess the necessary expertise to meticulously clean up your Xero account for the entire fiscal year. My approach will start with a thorough assessment of your bank reconciliations to identify and rectify discrepancies, ensuring every transaction is accurately recorded. I will also take time to organize and categorize all expense reports, confirming their correctness and completeness for optimal financial clarity. My strong attention to detail and deep insight into Xero will ensure that I deliver high-quality results. I pride myself on maintaining clear communication throughout the process. I will adhere to proper procedures and provide regular updates to keep you informed of my progress. With a commitment to meeting the agreed deadline, I am confident in my ability to help you achieve a streamlined and accurate financial account. I look forward to the opportunity to assist you in this project.
£500 GBP in 7 days
5.2
5.2

Good day! Here's how we can help: • Perform a full audit of your Xero account for the fiscal year, identifying discrepancies in bank reconciliations and ensuring all transactions are accurate. • Review, organize, and categorize all expense reports to ensure completeness and correctness. • Correct any misposted entries, reconcile accounts, and verify balances against bank statements. • Provide a clean, up-to-date ledger with clear notes so future bookkeeping remains straightforward. Questions: 1. How many bank accounts and payment platforms (cards, PayPal, etc.) are connected in Xero? 2. Are all receipts and expense documents available digitally, or will manual input/scanning be needed? 3. Do you want a brief report summarizing the corrections and any recommendations for future bookkeeping practices?
£250 GBP in 3 days
5.4
5.4

Hello, I can do your job Xero Cleanup. I am a Professional Accountant with an MBA in Accounting and Information Systems. I am a QuickBooks Pro-Advisor and Xero-certified. I am certified by Duke University, USA in Business Analytics and also Certified in advanced Excel & data analytics from Macquarie University, Australia. I have in-depth knowledge of the business and 10+ years of Managerial experience. I look forward to your project discussing more specifications in the chat box. Best Regards
£250 GBP in 3 days
4.9
4.9

Hi, I have read your requirements I’m a CPA with over 5 years of experience in bookkeeping and account cleanups, including full fiscal-year cleanups in Xero. I’m very comfortable identifying and fixing bank reconciliation discrepancies, ensuring every transaction is properly recorded, and organizing expense reports so they are complete, accurate, and clearly categorized. For this project, I would start by reviewing the bank accounts to resolve any unreconciled items, then move through expenses methodically to correct coding issues, missing entries, or duplicates, ensuring the books are fully aligned with the statements. I work independently, follow a structured cleanup approach, and pay close attention to detail so the final result is a clean, reliable Xero file ready for reporting or tax use. Regards, Humayun Khan
£250 GBP in 7 days
4.6
4.6

Hello there, I am excited to submit my proposal for cleaning up your Xero account for the entire fiscal year. With a strong background in accounting and bookkeeping, proficiency in Xero, and keen attention to detail, I am well-equipped to tackle the key areas of bank reconciliations and expense report organization. I plan to approach this task methodically, ensuring all discrepancies are resolved and transactions are accurately recorded, providing you with a clean and organized financial record. Regards, CA. Swati Jain, CPA | Indian CA & CS
£350 GBP in 5 days
4.6
4.6

With my 5+ years of experience in bookkeeping and expertise in accounting software such as Xero, I'm well-equipped to clean up your Xero account for the entire fiscal year. A key aspect of the work we will do together is addressing bank reconciliations, fixing any discrepancies and ensuring all transactions are accurately recorded. My strong attention to detail and proficiency in Xero will be pivotal in ensuring we successfully navigate this. Beyond bank reconciliations, I also have considerable experience cleaning up expense reports, which perfectly aligns with your needs for complete and correct categorization of all expenses. My track record of maintaining precise financial records can help streamline your business's financial processes. As an efficiency enthusiast, my aim is not only to meet your deadlines but also to deliver results swiftly without compromising on quality. Additionally, my commitment to client confidentiality ensures that your business's sensitive financial information is always secure. Choose me as preparation for tax season shouldn't be daunting; instead, it should be painless as possible. Let's simplify your financial journey together!
£400 GBP in 7 days
4.1
4.1

Hello there, Thank you for taking the time to read our proposal. Over 5 years of extensive experience and deep knowledge in Accounting, Zoho, Xero,Quickbook, Sage, MYOB and SAP systems. Once you hire me, I can provide you Great Quality and 100% Complete work. If you give me a chance to help you, I can give you good results in the time you want. I already have completed several related projects. Do let me know over the chat window and let's discuss further about the project. Desperately looking forward for your response. Thanks
£250 GBP in 3 days
4.0
4.0

Hi, I can complete a full fiscal-year cleanup of your Xero account with a structured, audit-ready approach. This will be handled as a one-time corrective engagement, focused on accuracy, traceability, and alignment with standard accounting practices rather than cosmetic fixes. I will start by reconciling all bank accounts end-to-end, identifying and resolving discrepancies such as duplicate entries, missing transactions, incorrect dates, or misapplied payments. Each reconciliation will be brought into balance with clear documentation of adjustments made. Expense reports will then be reviewed, categorized correctly, and checked for completeness and consistency, ensuring expenses are allocated to the proper accounts and periods. Throughout the process, I will work independently and methodically, validating that balances roll forward correctly and that the books are clean, coherent, and ready for reporting or handover to an accountant. At completion, you will have a fully reconciled Xero file for the entire fiscal year, with organized expenses and confidence that the data accurately reflects your financial position. Regards, Soas
£750 GBP in 5 days
4.1
4.1

Chelmsford, United Kingdom
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