I will do xero bank reconciliation
Chartered Accountant UK Xero and Quickbooks Specialist
About this Gig
Struggling with "Uncategorized" transactions or a messy Xero dashboard?
As a practicing Chartered Accountant and Certified Xero Advisor, I help business owners turn disorganized data into clear, accurate financial stories. I don't just "click OK" on your bank feedI ensure every entry is technically correct for tax filing.
What I offer in this Gig:
- Bank & Credit Card Reconciliation: Matching Xero to your actual statements to the penny.
- Historical Cleanup: Fixing years of "Uncategorized" expenses and miscoded entries.
- Smart Automation: Setting up Bank Rules to automate 70% of your future bookkeeping.
- Financial Health Check: Identifying duplicate transfers, missing receipts, and coding errors.
- Clean Baseline: Ensuring your Balance Sheet matches your last tax return perfectly.
Why choose a Chartered Accountant?
- Expert knowledge of GST/VAT and Tax Compliance.
- Experience with high-volume "messy" data.
- Prompt, professional, and reliable communication.
Please message me before placing an order. Every business is unique, and I want to provide a custom quote that fits your specific transaction volume and complexity.
Financial software:
Xero
Industry:
Construction
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E-Commerce
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Retail & wholesale
Target Country:
New Zealand
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United Kingdom
•
United States
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
FAQ
What do you need to get started
I will need "Advisor" level access to your Xero organization and PDF copies of your bank/credit card statements for the period we are reconciling.
Can you fix errors from previous years?
Yes. I specialize in "Financial Forensics"—finding and fixing errors in opening balances, duplicate entries, and incorrect manual journals from prior periods.
Do you handle multi-currency accounts?
Absolutely. I am experienced in reconciling foreign currency gains/losses within Xero to ensure your realized and unrealized balances are accurate.

