Reconcile the activity.
Compare bank and credit-card statements with your accounting records. Investigate unmatched activity, duplicates, and missing transactions.
Accounting support / Xero CleanupXero cleanup.
NEW YORK BUSINESSES · REMOTE CLIENTS NATIONWIDE
Xero cleanup.
Bring the details back together.
When statement activity, reconciliations, and reports tell different stories, we help work through the details in your Xero books.
Let’s talk about your books ↗15+ years of experience. A conversation before a commitment.
THE WORK BEHIND THE CLARITY
Make room for a clearer picture.
Explain the differences.
Work through transfers, vendor payments, credits, and open balances with the supporting records. Keep questions and proposed corrections clear.
Build a steadier routine.
Review the agreed periods and balances, document outstanding items, and discuss an ongoing monthly close if you need one.
SIMPLE NEXT STEPS
Start where you are.
We’ll work from there.
Scope and pricing depend on your accounts, records, and the periods involved. We agree on the work before it begins.
Review your Xero setup
Discuss the accounts, dates, feeds, and reports that need attention.
Define the work
Agree on access, records, reconciliation scope, and the periods involved.
Review and move forward
Talk through the findings and establish the next steps for your books.
GOOD QUESTIONS, CLEAR ANSWERS
A few things to know.
Can you help with unreconciled months?
Yes. We review the periods and records first, then scope the reconciliation and catch-up work needed.
Do I need to send my bank login?
No. Do not send passwords or account numbers in an initial inquiry. We agree on suitable access and a secure way to exchange records after defining next steps.
LET’S TAKE THE NEXT STEP
Your books.
A clearer way forward.
Tell us your accounting software, the periods that need attention, and what you want to understand better. We’ll start there.
Start the conversation ↗