Review your Xero bookkeeping and provide an action plan

Not sure if your Xero bookkeeping is up to date?

I will review your Xero records and provide a clear written action plan showing what looks correct, what needs attention, and what should be dealt with next.

This Offer includes:

• Review of your Xero bookkeeping records
• Review of bank reconciliation status
• Review of sales and purchase ledger balances
• Identification of missing information or outstanding items
• Notes on bookkeeping issues or discrepancies found
• Written summary report
• Prioritised action plan

This is ideal if you want a clear picture of your bookkeeping before deciding whether you need ongoing support.

I have 9+ years of bookkeeping and finance experience supporting businesses with reconciliations, ledgers, VAT preparation support, accounts admin and financial organisation.

Please note: this Offer is a review and action plan only. It does not include corrections, historical clean-up work or ongoing bookkeeping.