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Prepare accounts ready for accountant to review.

$105
Quantity
1
Delivery in
3 days
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What you get with this Offer

I will prepare your accounts so they are fully organised, accurate, and ready for your accountant to review. This service is ideal for small businesses, sole traders, and freelancers who need their bookkeeping brought up to date before submitting year‑end accounts or tax returns.

A full review of your bookkeeping records
Clean, accurate, and reconciled accounts
Bank reconciliation for all provided statements
Categorisation of income and expenses
Correction of errors, duplicates, or missing entries
Clear schedules ready for your accountant (P&L, balance summary, ledgers)

A tidy, accountant‑ready file in Excel, PDF, or your chosen format

Who this service is for:
Sole traders
Small business owners
Freelancers
Anyone who needs their books organised before passing them to an accountant

Why choose this service:
20+ years experience in accounts and finance
Fast, accurate, and confidential
Clear communication and updates throughout
Work delivered in a clean, professional format your accountant will appreciate

Get more with Offer Add-ons

  • I can maintain your bookkeeping on a monthly basis, including bank reconciliation, expense categorisation,

    Additional 2 working days

    +$67
  • I can organise and digitise your receipts and expenses into a clean, searchable format ready for your acco

    Additional 2 working days

    +$27
  • I can reconcile an extra bank account, credit card, or PayPal account beyond the main one included in the

    Additional 2 working days

    +$20
  • I can set up your cloud accounting system, customise your chart of accounts, and import your opening balan

    Additional 2 working days

    +$67
  • I can prepare a professional management accounts pack including Profit & Loss, Balance Summary, Cashflow O

    Additional 1 working day

    +$74

What the Freelancer needs to start the work

To begin preparing your accounts, please provide:

1. Bank statements
PDF or CSV format for the period you want me to work on include all business accounts (or tell me which one to start with)

2. Income records
Sales invoices, sales reports, payment summaries. Any spreadsheets or software exports you use

3. Expense records
Receipts, Supplier invoices, Expense spreadsheets, Mileage logs (if applicable)

4. Access to your bookkeeping system (if you use one)
Xero / QuickBooks / FreeAgent / Excel
Or simply upload your files if you don’t use software

5. Any accountant notes or queries
If your accountant has asked for specific schedules or corrections, include these so I can prepare everything correctly.

6. Your preferred output format
Excel , PDF, CSV or a combination