Weekly Xero Bookkeeping & Tax Spreadsheet

I need a reliable bookkeeper who can jump straight into my Xero account, reconcile it each week, and keep every transaction neatly categorised so nothing slips through the cracks. Alongside the weekly Xero upkeep, I also want a clean, well-structured spreadsheet that pulls the figures I’ll need for my next tax return—so when the accountant asks, the numbers are already waiting.

Here’s how I see the workflow working: every week you’ll log in to Xero, reconcile the latest bank feeds, match receipts, and flag any anomalies for me to review. From that same data you’ll update (or build, if you prefer) a simple spreadsheet that breaks down income, allowable expenses, and any other fields required for the return. The sheet just needs to be clear, accurate, and ready to hand over.

Because everything lives in Xero, familiarity with its bank-feed reconciliation, chart-of-accounts management, and basic reporting tools is essential. If you’re comfortable exporting the key reports into Excel or Google Sheets and reshaping them into a tax-friendly format, this should be a straightforward, recurring engagement.

The end result I’m after each week is:
• a fully reconciled Xero ledger with no hanging transactions
• an updated spreadsheet that mirrors those figures and is audit-ready

If you’re organised, proactive, and already speak Xero fluently, I’d like to get started right away.