Comprehensive Xero Financial Audit & Reconciliation
Budget: $15 – $25 AUD
The following is a checklist for Xero. I need the following activities costed in Xero, the accounting software.
1. Reconcile as of March 2025 all bank transactions and bank accounts in Xero. I then need it reconciled and closed off, with all the books in Xero for the financial year 2025. I then need everything set up correctly to take the 26th year forward until the end of June 26. I then need the books again reconciled at March 2026.
2. I then need all of my assets imported into Xero, as they are currently not reflected, including all IT equipment, vehicles, and property.
3. I also then need purchase orders 28 raised for all labour. They need to be created even though there are templates and posted.
4. I then need payroll set up for six staff and to start paying them correctly. This has been done by a spreadsheet but needs to be imported into Xero.
5. I then need the loss carried over from my old company posted to reflect in last year's financial year so that the loss is correctly reflected at the end of 2025 (it is a 28,000 loss).
6. I then need someone to recommend, after they comprehensively audit Xero for me, any outstanding activities. They can be absolutely anything. I'm looking for someone who is not only a bookkeeper but understands Xero, preferably a Xero partner, and also can recommend a chartered professional accountant that can certify the outcomes of all of the required assets that meet the requirements of the Australian Tax Office.
1. Reconcile as of March 2025 all bank transactions and bank accounts in Xero. I then need it reconciled and closed off, with all the books in Xero for the financial year 2025. I then need everything set up correctly to take the 26th year forward until the end of June 26. I then need the books again reconciled at March 2026.
2. I then need all of my assets imported into Xero, as they are currently not reflected, including all IT equipment, vehicles, and property.
3. I also then need purchase orders 28 raised for all labour. They need to be created even though there are templates and posted.
4. I then need payroll set up for six staff and to start paying them correctly. This has been done by a spreadsheet but needs to be imported into Xero.
5. I then need the loss carried over from my old company posted to reflect in last year's financial year so that the loss is correctly reflected at the end of 2025 (it is a 28,000 loss).
6. I then need someone to recommend, after they comprehensively audit Xero for me, any outstanding activities. They can be absolutely anything. I'm looking for someone who is not only a bookkeeper but understands Xero, preferably a Xero partner, and also can recommend a chartered professional accountant that can certify the outcomes of all of the required assets that meet the requirements of the Australian Tax Office.
Related categories:
Accounting
Finance
Financial Analysis
Bookkeeping
Xero
Financial Planning
Tax Compliance
Asset Management