Xero
Clean Up
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Cleaning up messy Xero files
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Fixing reconciliation and coding issues
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Getting your books clear and usable
Best For
Get back on track with BAS lodgements and reporting.
Xero feeling messy? Let’s get it cleaned up.
Xero can start out simple, then slowly become harder to rely on.
Bank recs may look off, transfers between bank accounts do not line up, transactions can be duplicated, GST coding becomes inconsistent, and old issues keep carrying forward.
Xero Clean Up is for business owners who want someone to review what is happening, fix the bookkeeping areas that need attention, and bring the file back to a clearer place.
Cleaner records, clearer reports, and a Xero file that is easier to work from.
Registered BAS Agent
Xero Certified Specialist
Is this where you are at?
Old bank items are still sitting there
Your reports do not make sense
Xero is suggesting the wrong matches
You are not sure what to click
Your income looks wrong
Your accountant has asked questions
Transfers are not lining up
The green matches do not make sense
How Jess can help
Jess works through your Xero file, fixes the bookkeeping areas that need attention, and brings your file back into better order.
This can include:
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Sorting bank reconciliation issues
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Fixing duplicated transactions
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Matching transfers between bank accounts
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Addressing old unreconciled items
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Correcting income and expense coding
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Reviewing GST coding
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Checking payroll, super and PAYG areas
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Tidying up unpaid invoices and bills
How it works
1
Book a Free Call
Start with a quick chat about what is happening in Xero and what feels unclear, behind or messy.
You send Jess an invitation to your Xero file so she can review what needs to be done.
2
Jess Reviews the File
Jess reviews your Xero file and works out what bookkeeping areas need to be cleaned up, corrected or brought up to date.
You will then receive a quote to complete the required work.
3
Your Xero File is Cleaned Up
If the quote is accepted, Jess completes the agreed clean-up work in Xero.
You will have a clearer file, cleaner bookkeeping records, and a better understanding of what still needs attention.