Monthly Xero Bookkeeping & Reports

I’m looking for someone who can stay on top of my accounts each month inside Xero. Every few days you’ll reconcile bank and credit-card feeds, keep all transactions properly coded, and make sure receipts are matched so that, at month-end, the numbers are already clean.

By the 5th working day of every month I need two core reports pulled straight from Xero and checked for accuracy:

• Balance Sheet
• Profit & Loss Statement

If you spot inconsistencies or missing documents, flag them early so I have time to respond before the reporting deadline. I’m open to adding a cash-flow statement later, but for now the focus is on these two reports.

Experience with Xero’s bank-rules, matching, and basic journal entries is essential. Familiarity with Hubdoc or a similar receipt-capture tool would be a bonus because it keeps the workflow smooth.

Deliverables will be considered complete when:
• All prior-month transactions in Xero are fully reconciled.
• The Balance Sheet and P&L export without errors and ties back to supporting data.
• Any outstanding queries have been raised in writing.

This is an ongoing engagement, so reliability and clear communication are just as important as technical skill. If that sounds like a fit, let’s get started.