I Will Clean Up, Catch Up and Reconcile Your Xero Books

If your Xero books are messy, out of date or simply not making sense, you are in the right place. This service delivers a thorough, professional review, clean-up and reconciliation of your Xero Online accounts — carried out by a qualified FCCA accountant and bookkeeper based in London, England. Whether you have uncategorised transactions piling up, bank reconciliations that haven't been touched in months, or a chart of accounts in complete disarray, this service brings order, accuracy and confidence back to your financial records.

Before any hands-on work begins, we start with a dedicated review of your Xero file. This initial assessment identifies every potential issue, maps out the full scope of work required and gives you a clear cost and time estimate — so there are no surprises. You will receive comprehensive written feedback detailing what was found and what needs to be done.

For clients who need the full clean-up carried out, the Standard and Full packages cover every stage of the process:

**Setup:** Company settings review, opening balance issues, and a full chart of accounts clean-up including sorting, merging and regrouping.

**Transaction Review:** Uncategorised transactions categorised, undeposited funds matched, unapplied payments resolved, data reclassified, accounting backlogs cleared, expenses and sales/invoices cleaned up, vendors and customers merged, inventory items sorted, and aged receivables and payables addressed including write-offs where appropriate.

**Account Reconciliation:** Bank and credit card reconciliations cleaned up and caught up, outstanding transactions fixed, banking rules reviewed and corrected or created fresh.

**Final Review:** Unusual or unexpected balances in accounts receivable, accounts payable, the balance sheet and the profit and loss statement are identified and resolved.

**Wrap-Up:** A formal report is prepared and delivered, along with direct feedback to you on everything that was done and any recommendations going forward.

This service is ideal for small business owners, sole traders, start-ups and finance managers who use Xero Online and need their books brought up to date, corrected or simply given a professional overhaul ahead of a tax deadline or year-end.

We recommend discussing your specific situation before placing an order on the Standard or Full packages, so that the right scope can be confirmed and delivery timelines can be set accurately. The entry-level Review package is the natural first step — it gives you a full picture of what your books need before any commitment to a larger project.