Personal & Business Reconciliation

My personal and business accounts in Xero need to be brought fully up-to-date and cross-checked against the corresponding bank and card statements. All transactions have already been imported; what remains is a careful line-by-line reconciliation, identification of any mismatches, and clear notes explaining the adjustments made.

Statements for the current financial year are ready in PDF and CSV format, and I can grant you adviser-level access in Xero as soon as we agree on the scope. Once reconciliation is complete I will also need a short summary report highlighting outstanding items (if any) and confirming that the ledgers balance.

Please tell me about your Xero reconciliation experience when you apply—the depth of your hands-on work with both personal and business books will guide my decision.