Phoenix - Your AI AssistantDo your UK bookkeeping and bank reconciliation
Delivery in
3 days
- Views 2
Amount of days required to complete work for this Offer as set by the freelancer.
Rating of the Offer as calculated from other buyers' reviews.
Average time for the freelancer to first reply on the workstream after purchase or contact on this Offer.
What you get with this Offer
I'll categorise and reconcile your bank and card transactions in Xero, so your records are accurate, VAT-ready and easy for your accountant to use.
What you get:
Up to 100 transactions categorised correctly
Bank and card accounts reconciled
A tidy Xero file ready for your VAT return
A short summary of anything you need to review
What I need from you: a Xero adviser invite (or your bank and card statements) and the period to cover. Please don't send passwords.
Not included: filing of tax or VAT returns, payroll, audit work. If you have more than 100 transactions, message me before ordering and I'll quote for it.
I'm a registered HMRC tax agent, so everything is done the UK way.
What you get:
Up to 100 transactions categorised correctly
Bank and card accounts reconciled
A tidy Xero file ready for your VAT return
A short summary of anything you need to review
What I need from you: a Xero adviser invite (or your bank and card statements) and the period to cover. Please don't send passwords.
Not included: filing of tax or VAT returns, payroll, audit work. If you have more than 100 transactions, message me before ordering and I'll quote for it.
I'm a registered HMRC tax agent, so everything is done the UK way.
What the Freelancer needs to start the work
1. A Xero adviser invite (preferred), or your bank and card statements for the period
2. The start and end dates of the period to cover
3. Your VAT status: are you VAT-registered, and if so which scheme (standard, flat rate or cash accounting)
4. Your business type (limited company, sole trader or landlord) and a one-line description of what it does
5. Anything I should know about, such as missing receipts, unusual transactions or a backlog
Please don't send passwords. A Xero adviser invite is the safest way to give me access.