I will do bookkeeping and reconciliation in xero

Absolutely! I provide a complimentary first consultation to understand your bookkeeping requirements and explore how I can support you effectively.

To begin, I’ll need access to your Xero account, as well as your financial records and bank statements.

It depends on the number and complexity of your transactions. Generally, the process takes a few days to a few weeks, and I’ll offer a clearer timeline after reviewing your records.

Yes, I provide continuous monthly bookkeeping services to keep your financial records current and precise. We can discuss your needs to create a customized package for your business.

I am a certified bookkeeper with Xero certification backed by over ten years of experience in accounting and bookkeeping. My focus on detail, dedication to quality, and personalized approach make me stand out.

I prioritize confidentiality and ensure that all information shared with me is securely stored using industry-standard methods. If needed, I am also happy to sign a Non-Disclosure Agreement (NDA) for added peace of mind.

PDF statements are still essential for verifying transactions against the Xero register, reconciling accounts accurately, and correctly adjusting for fees from platforms such as PayPal and Stripe.

While I use transaction descriptions from your financial statements to categorize income and expenses, I also verify uncertain entries with you directly through a query sheet to ensure accuracy. I don’t rely entirely on Xero's AI.

I ask for access upfront to review your books and ensure everything is in order for the work you're requesting. If I find any problems that need attention, I’ll highlight them and wait for your approval to make corrections before proceeding.