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Organize & Reconcile Xero Books

Freelancer

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placeAU home_work远程 assignment合同制 public聚合职位 · AU

event发布于 2026年8月31日 · verified我们于 2026年8月31日 确认该职位仍然有效

AU$ 400 – AU$ 500 (每个项目)

职位介绍

My books need a thorough one-time clean-up so I can confidently take over the day-to-day bookkeeping myself. At the moment invoices, receipts, bank statements, and expense reports are partially entered in Xero and partially sitting in folders; nothing ties together neatly. Xero is already connected to my bank feed, but the chart of accounts and a few bank-rule settings probably need a quick review. Here’s what a successful hand-off looks like: • Every invoice, receipt, and expense report through the agreed cut-off date is entered and matched to its supporting document inside Xero. • All transactions are fully reconciled with the bank feed, leaving zero outstanding items. • Expenses are categorised consistently, with any small improvements to account codes or rules documented. • Standard financial reports (P&L, Balance Sheet, Cash Flow) run cleanly without classification errors. • A short hand-over note explains any tweaks you made and the workflow I should follow to keep things tidy going forward. Once the records are ship-shape I’ll handle ongoing maintenance, so clarity and accuracy are critical. If you’re comfortable organising financial records, reconciling bank accounts, and fine-tuning Xero, I’m ready to get started right away.

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